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.
Two-Way Member Information Sync with Smaregi/Square
Learn how ReceiptRoller's member information syncs bidirectionally with connected POS systems like Smaregi and Square. Covers which fields sync, sync timing, conflict priority rules, new customer matching, supported POS systems, and troubleshooting.
Owner Permissions
Details the permissions of the Owner role in ReceiptRoller. Covers plan management, full data access, member management, and per-plan Owner limits.
Assigning and Changing Roles
Explains how to invite, assign, change, and remove member roles in ReceiptRoller. A single member can also be given multiple manager roles at once.
Connecting YouTube
Explains how to connect a YouTube channel to ReceiptRoller and the video upload limits for posting.
Buyer Management
Learn how to invite, approve, group, and manage credit limits for buyers in your B2B EC store.
Registering Staff Information
Learn the steps to register a new staff member, from the list screen through basic info, assigned store, HR info, additional roles, emergency contact, and saving, with screenshots.
Creating a Coupon
Explains how to create coupons in your store. Learn how to set the discount type, validity period, usage limits, and more.
How Automatic Delivery (LINE / App / Email) Works
Explains how receipts are automatically delivered when a ReceiptRoller member checks out, and the priority order used to choose the delivery destination.
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.
Square Staff Data and Receipt Roller Staff Data Mapping
Explains how Square Team Members are linked to Receipt Roller's staff data (StaffDto). Covers how to use manual linking, the logic for resolving who is attributed to a transaction, and the key fields in the Team Member API.
Smaregi x ReceiptRoller — Digital Receipts, Customer Management, and Sales Analysis in One App
Learn how ReceiptRoller Link connects with Smaregi checkouts to unify automatic digital receipt issuance, member management, sales analysis with AI advice, Apple/Google Wallet membership cards, SNS integration, and flyer distribution. Install "ReceiptRoller Link" from the Smaregi App Marketplace to get started today with no complicated API setup required.
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.
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.