POS Integration Troubleshooting
Common POS integration problems and how to fix them, by symptom: transactions not imported, no receipt shown after scanning the QR code, sales that don't match, not being able to add a terminal, and email receipts that don't arrive.
Charging No-Show Fees
How to charge a cancellation fee to customers who do not show up. Covers the card-on-file setting, when the charge is made, and why a charge may not go through.
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).
Recording Attendance and Makeups
How to record attendance for a whole class at once and move an absence to another session as a makeup. Also explains how session pass credits are never used twice.
What Is ReceiptRoller — An Integrated DX Platform for Retail
ReceiptRoller is an integrated DX platform that unifies digital receipts, CRM, PIM, retail media, SNS management, shelf analytics, and e-commerce integration — everything retail businesses need — into one platform.
How Customers Receive Receipts
How customers receive a digital receipt after scanning the QR code by the register: receiving it in LINE or by email, and what to do when time has passed.
Setting Up Deposits and Prepayment
How to take a deposit or full prepayment at the time of booking. Covers the four payment options, the Stripe connection you need first, what customers see, and what to check before you go live.
Store Visitor Analysis
How to use Store Visitor Analysis. Explains period presets, the four summary cards (transaction count, member linkage rate, peak hour, busiest day of week), the hour x day-of-week heatmap, hourly/daily charts, and the 12-month stacked trend of new/repeat/anonymous customers — all from a store operations perspective.
Running a Waitlist
How to let customers join a waitlist for full slots and offer places in order when they free up. Covers the order of offers, how long a place is held, and the overnight quiet hours.
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.
Automatic Member Number Issuance Settings
ReceiptRoller automatically issues member numbers in the format "PREFIX-sequence". Covers the format, setting the prefix and digit count (4-12), when numbers are issued, and what happens to existing numbers when you change the format.
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 Receipts Reach Customers
Digital receipts reach customers by LINE or email, whichever they choose after scanning the QR code. Members who agree get every later receipt automatically when they pay as a member. This article explains each route, and the conditions for automatic delivery and how customers stop it.
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.
Checking Coupon Usage
See how each coupon is used in your Coupons list and on the coupon's detail page: times used, uses in the last 30 days, customers, total discount given, uses by day and weekday, and recent uses.
Square POS Integration Setup
Explains how to connect Square POS with ReceiptRoller. Connect easily via OAuth authentication, and accounting data syncs in real time.
Recording ad coupon use
How to check a coupon handed out in a receipt or app ad at checkout, record its use, and match it to the sale.
Shipment Management and Delivery Tracking
A guide to registering shipments and tracking deliveries in OMS. Covers registering the carrier and tracking number, updating shipment status, stock deduction via WMS integration, and using the delivery tracking URL.
Review Management and AI Reply Drafting
Manage and reply to reviews posted on your Google Business Profile from ReceiptRoller. AI generates reply drafts tuned to the star rating, helping improve reply rates and brand perception.
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.