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.
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.
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.
Purchase History by Customer (POS Integration)
Review each customer's 30 most recent receipts on the customer detail page in Customers (CRM). Covers the conditions under which POS-issued receipts appear, why scanned paper receipts are excluded, how member matching works, privacy handling, and API access.
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.
Updating Your Store Information on Google
Edit your Google Business Profile's store name, address, phone number, website, business hours and description directly from ReceiptRoller, and save them to Google Maps.
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.
Amazon Integration
How to integrate PIM, OMS, and WMS between Amazon and Receipt Roller. Explains product listing, order import, and FBA stock sync.
AI Caption Generation and Hashtag Suggestions
AI automatically generates and suggests captions and hashtags for your social posts, taking your business account info, industry, brand voice, and target audience into account, and tailoring copy to each platform.
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.
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).
TikTok Shop Feed
How to deliver a product feed to TikTok Seller Center. Explains product tag integration with TikTok Ads and LIVE shopping.
What Is Shelf Analytics?
An overview of ReceiptRoller's Shelf Analytics. Unifies shelf planning, sales-floor sales efficiency, and out-of-stock detection by combining POS and PIM data to support sales floor optimization.
How to Bulk-Register Store Data via CSV
An explanation of how to bulk-register and update store information using a CSV file. Use the template to efficiently migrate data across multiple stores.
Staff Permissions and Business Account Roles
Learn how to assign business account roles (permissions) to staff who log in to Receipt Roller. You can grant permissions suited to each person's role, such as store manager, POS admin, or SNS admin.
Recording Arrivals
How to record that a customer has arrived. Covers one-tap recording from the Timeline, recording from the reservation details, and how bookings marked as arrived are handled.
Instructor Schedules and Booking Slots
How to make instructors and other staff bookable, with booking slots created only for the hours they are on shift. Also explains how to see each instructor's bookings and totals.
Setting selling rules
The settings and defaults in "Selling rules", where you decide for the whole business account how much outside advertising you accept, when, and at what price.
Connecting SNS Accounts
A comprehensive guide to connecting SNS channels (X, Meta, Instagram, LINE, TikTok, YouTube, Google Business Profile, LinkedIn, Pinterest) with ReceiptRoller. See the individual articles for platform-specific steps.
How to Read the Store Dashboard
How to read the Store Dashboard, which shows all your stores, and Store Details, which shows one store: today's sales and bookings, and where each feature lives.