Campaign Manager Role Permissions
Explains the permissions of the Campaign Manager role. Handles creating and managing coupons, email campaigns, and ads, with no access to POS or product settings (Starter plan and above).
What is Retail Media
An overview of Retail Media, which lets you sell the ad slots on your store's signage, receipts and app to advertisers and earn ad revenue.
Product Category Management
How to set up product categories. Explains the category field on the product form, hierarchical notation (Food | Beverages | Tea), bulk CSV updates, and naming conventions, with screenshots.
What is Product Information Management (PIM)?
An overview of ReceiptRoller's PIM (Product Information Management) feature. Explains centralized product data management, variations, search, and Square integration.
Receipt Design
How to set, for each store, the logo, company name, fields shown and messages from the store on your digital receipts. These settings are also used on the 領収書 customers issue.
Finance Role Permissions
The Finance role is for viewing and exporting sales, reports and transactions. It can also set the ad-revenue payout account, so this page covers what to consider before giving it to an outside accountant (Starter plan and above).
Creating Reservations and Acceptance Settings
Explains, with annotated screenshots, how staff register reservations, configure acceptance rules and slot duration, prepare available slots, and set up the customer-facing reservation page.
Sending Announcements and Confirming Read Status
Explains how owners and store managers can broadcast one-way announcements to staff — how to choose recipients (all staff, by store, or individually), pinning, expiration, and checking read status.
Square POS Integration Setup
Explains how to connect Square POS with ReceiptRoller. Connect easily via OAuth authentication, and accounting data syncs in real time.
Owner Permissions
Owner is the top role, able to do everything in the business account. Covers what only Owners can do and how many Owners each plan allows.
Registering an OAuth App
Learn how to register an external app that connects to Receipt Roller using OAuth 2.0.
Generating the Inventory Calendar
How to generate the inventory calendar you need before rooms and rental items can be booked. Covers how ungenerated days look to customers and the warning shown when the calendar is about to run out.
AI Caption Generation and Hashtag Suggestions
AI automatically generates and suggests captions and hashtags for your social posts, taking your business account info, industry, brand voice, and target audience into account, and tailoring copy to each platform.
Digital Receipt History Management
Explains how to check transaction history for POS terminals, how to use filters and search, and how to read the transaction details.
Post Calendar and Optimal Posting Times
Explains how to check scheduled posts on the post calendar and schedule posts using AI insight recommendations for optimal posting times.
Adding and Managing Store Staff
An explanation of how to add, edit, and deactivate store staff. Covers everything from registering staff information to assigning staff across multiple stores.
Shopify Integration
How to integrate PIM, OMS, and WMS between Shopify and Receipt Roller. Explains product sync, order import, and stock sync.
Trend Radar
Trend Radar has AI collect trends and seasonal topics relevant to your industry and region, and suggests them as post ideas. Cuts down the time you spend hunting for something to post about.
Registering FAQs and Knowledge Articles and Setting Their Visibility
Register frequently asked questions and store knowledge articles, then choose the publication scope (AI chat, website, or LINE mini app) individually for each entry.
Square Product Data and Receipt Roller Product Data Mapping
Explains how product data in Square Catalog is converted into Receipt Roller's product master (ProductDto), field by field. Covers the relationship between Item / Variation / Category, price currency normalization, and behavior on re-sync.