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.
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.
Digital Receipt History Management
Explains how to check transaction history for POS terminals, how to use filters and search, and how to read the transaction details.
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.
Customizing Content Per Platform
Explains how to check body text, character counts, hashtags, and previews for each destination channel, and how to adjust content accordingly.
Printing the Receipt QR Sticker
Explains how to print the PDF for the QR code sticker attached to each register, and points to keep in mind when printing and applying it.
What Is Reservation Management
An overview of ReceiptRoller's reservation management feature. Explains the basics of how staff register bookings, view the timeline, and send automatic notifications.
Sales Analysis by Product
How to use Sales Analysis by Product. Covers period switching, category/product name filtering, sorting by sales/quantity/gross profit, ABC analysis, automatically generated AI advice (trend-based, profit-based, cross-store), and gross profit display using cost data — for both the per-store and all-stores views.
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.
Retail Media Revenue Report
Explains how to view the report that tracks ad delivery performance and earned revenue for your store's retail media (in-store advertising) ad space. Introduces how to check impressions, clicks, CTR, and revenue.
Customer Segments
Classify customers by attribute using tags and groups so you can target initiatives instead of sending the same message to everyone. Build segments from visit count, spend, membership rank, and more.
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.
Analyzing Reservation Data
Explains, with annotated screenshots, how to read the reservation dashboard statistics, narrow down the reservation list, and check cancellations and no-show cancellations.