Handling Returns and Refunds
A guide to processing returns and refunds in OMS. Covers recording the return reason, setting the refund amount, coordinating stock returns with WMS, and how each action is logged in the timeline.
AI Image Generation, Resizing, and Editing
How to use AI to generate and edit creative assets. Covers generating images from a text prompt, automatic resizing to platform-specific dimensions, and AI editing of existing images (background removal, adding elements).
Finance Manager Role Permissions
Explains the permissions of the Finance Manager role — a view-only role for receipts, sales reports, and tax exports. Also suitable for granting access to a tax accountant (Starter plan or higher).
Smaregi POS Integration Setup
Steps to set up the POS integration between Smaregi and ReceiptRoller. Install "ReceiptRoller Link" from the Smaregi App Market, log in with your Smaregi account, then select a store and terminal (register) from the "Connect with Smaregi" button on the POS settings screen to complete the connection. Also explains how to sync transaction data after connecting and how to handle multiple stores and terminals.
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.
Connecting YouTube
Explains how to connect a YouTube channel to ReceiptRoller and the video upload limits for posting.
Bulk Upload of Product Data
Steps for bulk registering and updating product data via CSV file. Explains templates, exporting existing data, updates by SKU, and import history, with screenshots.
Post Calendar and Optimal Posting Times
Explains how to check scheduled posts on the post calendar and schedule posts using AI insight recommendations for optimal posting times.
How In-Store Ad Delivery Works
Explains how ads are delivered to a store's ad space and the targeting conditions (region, gender, age group).
Reservation Cancellations and Changes
Explains, with annotated screenshots, how to cancel, complete, or mark reservations as no-show cancellations, and how to handle date/time changes.
Mapping a Custom Domain and Verifying DNS
You can publish your store app's web channel under your own custom domain (e.g. app.your-store.com). This article covers how to add a domain, set up DNS records, the verification flow, automatic SSL certificate issuance, the difference between subdomains and root domains, and common troubleshooting.
Product Performance Analysis
How to use product-level sales analysis. Explains date-range filtering, category/search/sorting, AI advice, ABC analysis, gross margin, and PIM integration, with screenshots.
Sending Announcements and Confirming Read Status
Explains how owners and store managers can broadcast one-way announcements to staff — how to choose recipients (all staff, by store, or individually), pinning, expiration, and checking read status.
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.
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.
Specifying Distribution Segments
Learn how to target notifications with customer segments instead of sending to everyone at once. Covers available filter conditions, combining conditions with AND/OR, previewing recipient counts before sending, and common segment examples.
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.
Google Business Profile Insights
View Google Business Profile insights (search views, profile views, calls, direction requests, website clicks) directly in ReceiptRoller. Understand your store's customer-acquisition impact in numbers.
What Is the Creative Library
The Creative Library is a feature for centrally managing assets such as images, videos, and text. It supports folder organization, an approval workflow, and access from other areas, letting you reuse approved assets across SNS posts and ads.
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.