Issuing and Revoking Transaction QR Codes
How to issue a one-time QR code for a specific past sale from the "Per-sale QR code" panel in the transaction detail, and how to revoke it before the customer receives it. A receipt that has already been received cannot be taken back.
Benefits of Adopting Digital Receipts
Digital receipts cut down on paper receipts and let customers keep receipts on their phone, while your POS integration collects transaction data automatically. Also covers using them as qualified invoices.
Store Help Index (Store DX, Digital Receipts, Reservation Management, Retail Media)
This is the ReceiptRoller store help index. It organizes every help article you need for store DX into three categories: customer touchpoints (store app platform, digital receipts, reservation management, retail media including media displays, coupons, CRM, social media management, and AI agent integration), store operations (store data, product management, e-commerce integration, OMS, WMS, shelf analytics, sales analytics, and staff), and account & extensions (getting started, roles and permissions, and the developer API).
Receipt Design
How to set, for each store, the logo, company name, fields shown, and messages from the store that appear on your digital receipts.
Creative Projects and Variant Selection
Creative projects let you group multiple variants (candidate designs) under a single project for comparison and selection. Suited to workflows where you line up A/B candidates for review and pick a winner.
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.
Posting to SNS from an AI Agent (MCP Integration)
A guide to posting in natural language to SNS channels connected to ReceiptRoller from AI agents like Claude. Covers drafting posts, posting to multiple channels at once, scheduled posts, and attaching images, all through conversation. Includes concrete phrasing examples and tips.
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.
Customer Data Management
Centrally manage customer profiles, visit counts, and purchase records. Search, tagging, and notes let all staff quickly check up-to-date customer information.
Tracking Review Status (In Review, Rejected, Waiting to Release)
After submitting to the App Store / Google Play, you can track review status in real time from the relay router's admin screen. This article explains what each status means, the action store owners should take next, and how to respond to a rejection, along with common rejection reasons, avoidance tips, and how status-change notifications work.
Receipt Handling for Refunds and Cancellations
Explains how e-receipts are handled when a customer requests a refund after checkout, or a mis-entered sale is voided. Covers what customers see and how staff should operate.
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.
Calendar Files Attached to Booking Messages
How a calendar file is attached to booking confirmations so customers can add the booking to their own calendar, which messages include it, and what happens on changes and cancellations.
SNS Management Overview
An overview of ReceiptRoller's SNS Management feature. Manage post management across 10 supported channels, the Creative Library, AI support, a unified inbox, Google Business Profile integration, and an analytics dashboard all in one place.
Specifying Distribution Segments
Send a push notification only to the customers in a customer segment. Covers choosing the audience, who actually receives the notification, and segment examples you can build today.
Audience Segments and Broadcast Casting
SNS CRM lets you segment followers and DM contacts, then send one broadcast message to each segment. Deliver focused communication to customers based on specific attributes and behavior history.
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.
SNS Manager Role Permissions
Explains the permissions of the SNS Manager role. Handles SNS connection, post scheduling, and analytics, and is designed so external agencies can be granted access safely (Growth plan and above).
Square POS Integration Setup
Explains how to connect Square POS with ReceiptRoller. Connect easily via OAuth authentication, and accounting data syncs in real time.
Editing Store Information
How to edit your registered store information, such as the store name, address, phone number, business hours and invoice registration number, from the store dashboard, and what to check before saving.