Setting Up Location Notifications
You can set up location notifications for your Wallet membership card. This article covers how location notifications work, how Apple Wallet and Google Wallet each behave, setup steps, tips for writing the notification message, permissions the customer needs, and usage notes.
Square Customer Data and Receipt Roller Customer Data Mapping
Explains how customers registered in Square Customer Directory are converted into Receipt Roller's customer data (CrmCustomerDto), field by field. Covers the given_name / family_name correspondence, address decomposition logic, and how reference_id is handled.
Media Display Overview
An overview of ReceiptRoller's Media Display feature, which loops images and videos on Android devices in your store. Use it as a digital signage tool for product showcases, campaign announcements, and menu boards.
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.
Purchase History by Customer (POS Integration)
Learn how to review each customer's receipt-level purchase history from the CRM customer detail screen. Covers the conditions under which POS-issued receipts appear, why scanned paper receipts are excluded, how member matching works, privacy handling, and API access.
Staff Permissions and Business Account Roles
Learn how to assign business account roles (permissions) to staff who log in to Receipt Roller. You can grant permissions suited to each person's role, such as store manager, POS admin, or SNS admin.
Automatic Member Number Issuance Settings
Learn how ReceiptRoller automatically issues a member number for each customer. Covers the number format, how to configure the prefix and digit count, issuance timing, the impact of changing settings on existing numbers, and format validation for manual entry.
POS Manager Role Permissions
Explains the permissions of the POS Manager role. Specialized for POS connection, receipt templates, and payment method settings (Starter plan and above).
Creating a Coupon
Explains how to create coupons in your store. Learn how to set the discount type, validity period, usage limits, and more.
Issuing and Disabling Transaction QR Codes
Explains how to use the "transaction QR," which staff can issue individually for a specific past transaction, and how to disable it if issued in error.
Creating and Publishing Posts
How to create SNS posts. Combine body text, images, videos, and hashtags, select the target accounts, and save as a draft or publish immediately. Supports images up to 5MB and videos up to 2GB, with chunked 8MB video uploads, progress display, cancellation, and automatic retry.
Staff Chat Overview and Quick Setup
An overview of ReceiptRoller's built-in staff communication feature, covering announcements, 1-on-1 messages, group threads, sign-up, and owner/store manager moderation. A one-screen guide to getting started.
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.
Unified Inbox (DM Management)
The unified inbox lets you view and reply to DMs from multiple social channels, including Meta, Instagram, X, and LINE, in a single screen. It also supports per-platform filters and a list of conversation history.
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.
Creating a Store Account
Explains the steps to create a user account and a store account to use store features in ReceiptRoller.
Owner Permissions
Details the permissions of the Owner role in ReceiptRoller. Covers plan management, full data access, member management, and per-plan Owner limits.
How to Bulk-Register Store Data via CSV
An explanation of how to bulk-register and update store information using a CSV file. Use the template to efficiently migrate data across multiple stores.
Sales Trend Analysis
How to use Sales Trend Analysis. Explains period switching across the past 6/12/24 months, 8 types of trend bar charts, year-over-year (YoY) comparison, overlaid multi-store comparison, automatic anomaly detection, and automatic month-over-month insight generation — all from a store operations perspective.
B2B Order Flow
The full order flow for B2B EC, from the buyer placing an order to shipping and invoicing. PIM, OMS, and WMS integrate automatically, so no manual data re-entry is needed.