Location Management
An explanation of location management in the WMS. Covers setting up locations for warehouses, backrooms, and sales floors, tracking inventory by location, and checking stock across locations for a given product.
Setting Up Room and Rental Stock
How to register room types and rental items so you can take bookings that span several days. Covers the difference between stays and hires, quantity, and turnaround days.
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.
Order Confirmation and Approval
A step-by-step guide to confirming and approving orders in the OMS. Covers channel filtering, status changes, holding and cancelling orders, and bulk actions.
How Coupons Reach Customers
Coupons you create appear automatically in the coupon list of customers who have favorited your store. You can also give a coupon as a survey reward, email it to customers who have visited or opted in, print it as a QR code on a flyer or POP, or announce it to a segment with a push notification.
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.
Reservation Notifications and Customer Reminders
Explains, with annotated screenshots, how to configure reservation confirmation emails, pre-visit reminders, cancellation notifications, email templates, placeholders, and preview.
How Digital Receipts Work
An explanation of how ReceiptRoller's digital receipts work, and how to set up POS integration with Square and Smaregi.
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.
Creating and Running Session Passes
How to create session passes such as a 10-session pass, let customers buy them, and use up one credit per booking. Also covers setting an expiry and how credits are returned on cancellation.
Membership Card Design Editor (Colors by Rank, Logo, Live Preview)
The Wallet membership card design editor in the store admin screen lets you edit the background color, logo, and text color per rank while watching a live preview. This article covers how to use the editor, per-rank design management, recommended image specs, and how changes are reflected on existing cards after publishing.
Instagram / Facebook Feed
How to set up an Instagram / Facebook product catalog feed for Meta Commerce Manager. Covers Instagram Shopping tags and Dynamic Ads (DPA).
Customer Segments
Group customers by visits, total spent, days since last visit, rank, tag, prefecture, and store, and save the group as a segment. Choose a segment as the audience of a push notification.
Square Transaction Data and Receipt Roller Transaction Data Mapping
A technical explanation of how transaction data fetched from the Square Payment API is mapped into Receipt Roller's transaction data model. Covers the field mapping table, status code conversion, payment method normalization, resolving line items/customer/staff information, OAuth token auto-refresh, and idempotency and timezone handling.
Staff Sync via Square Integration
Explains how stores connected to Square POS can sync Team Member information bidirectionally with ReceiptRoller — job assignments, pay rates, assigned stores, owner permissions, and more, kept aligned with Square.
Setting Up Unlimited Plans
How to set up a flat monthly or yearly plan that lets subscribers book without using pass credits. Covers how it differs from session passes, joining and cancelling, and closing a plan to new members.
API Keys and Client Secrets
Learn how to issue, manage, and rotate the API keys used for server-to-server integrations.
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.
Updating Product Information
How to edit and update registered products. Explains basic information, images, pricing, variations, store-specific pricing, and bulk CSV updates, with screenshots.
Registering an OAuth App
Learn how to register an external app that connects to Receipt Roller using OAuth 2.0.