Closing a Business Account
Steps for closing a business account and what gets deleted — stores, products, customers, staff, transaction history, POS integrations, and more. Also covers how Stripe subscriptions are handled and who this affects. This action cannot be undone.
Creating a Store Account
How to start using ReceiptRoller in your store: create an account, open a store account, choose your business type, and pick the first feature to set up.
Connecting a LINE Official Account
Explains how to connect a LINE Official Account to ReceiptRoller using a Messaging API channel's Channel ID and Channel Secret.
Staff Permissions and Business Account Roles
Staff who log in to the dashboard are given business account roles and store roles. Covers the difference between staff records and members, the roles, and how to invite and change them.
Moderating Staff Communications
Explains how business account owners and store managers can review and manage staff communications using the moderation feature — closing threads, deleting inappropriate messages, and exporting CSV files for compliance.
Connecting TikTok Business
Explains how to connect a TikTok Business account to ReceiptRoller and the permissions required for video posting.
Connecting Instagram Business
Explains how to connect an Instagram Business account to ReceiptRoller, including the required Facebook Page link and prerequisites.
Connecting LinkedIn
Explains how to connect a personal LinkedIn account to ReceiptRoller and the permissions required to post.
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.
Ad revenue payouts
How to register the bank account for receiving ad revenue, and how month-end closing, the payment notice and the transfer work.
Connecting with Pinterest
Explains how to connect a Pinterest business account with ReceiptRoller, and the permissions needed for pin posting.
Managing ad spaces
How to choose, for each ad space, whether to accept outside ads, pause them, or change the share and floor price. You can also change several at once or stop outside ads for the whole business account.
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.
Assigning and Changing Roles
How to invite members and give them business account roles, change and remove roles, and set store roles (Store manager, Shift lead, Staff) for each store, with who can do each.
Customer data when a customer merges accounts
What happens to your store's customer data when a customer merges two ReceiptRoller accounts, and how to join two records of the same customer.
Managing Several Locations
One Google connection covers every location your Google account manages. How to link locations to stores, switch between them, and change several locations at once.
Plans and Roles
For each plan (Trial, Basic, Starter, Growth, Enterprise): how many members and Owners you can have, and which business account roles you can assign. Also covers what happens when the trial ends.
Operations Manager Role Permissions
Operations manager is a business account role for running the day-to-day work of every store. It covers everything except billing, plan changes, invitations and role changes, including visitor analysis. Available from the Trial.
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).
Pairing an Android Device
Step-by-step guide to pairing an Android device installed in your store with your Receipt Roller business account for Media Display. A 6-digit code registration flow that takes about a minute per device.