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).
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.
Publishing a Flyer
Walks through uploading your store's flyer image to ReceiptRoller and publishing it to the app of customers who have favorited your store.
Order Management (OMS) Overview
An overview of ReceiptRoller's OMS (order management system). It consolidates orders from multiple channels — Web, POS, B2B EC, Shopify, Amazon, and more — into a single view, tracking the full lifecycle from order to shipment to completion.
Staff Permissions
Details the permissions of the Staff role in ReceiptRoller. The minimum-privilege role for register duty and floor staff, limited to viewing today's transactions and issuing receipts (available on the Free plan).
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.
Unified Inbox (DM Management)
The unified inbox lets you view and reply to DMs from multiple social channels, including Meta, Instagram, X, and LINE, in a single screen. It also supports per-platform filters and a list of conversation history.
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.
Setting Up an In-Store Ad Terminal
Explains how to set up an ad terminal (digital signage, shelf display, or POS display) in your store and register it as an ad space.
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.
Owner Permissions
Details the permissions of the Owner role in ReceiptRoller. Covers plan management, full data access, member management, and per-plan Owner limits.
Connecting with POS
An overview of the POS systems that can connect with ReceiptRoller and how to connect them. Supports Square and Smaregi.
Sales Dashboard
How to use the Sales Dashboard, which lets you check your store's key KPIs, a 12-month trend chart, auto-generated business insights, and a link to Sales Analysis by Product (all stores) on a single screen.
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.
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.
Editing Staff Profiles and Photos
Learn how to update a registered staff member's profile photo, contact info, assigned store, employment status, and HR information, with screenshots.
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).
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.
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.
Reading the Check-in Analytics Screen
Learn how to use the summary tiles, 30-day chart, and CSV export on the check-in detail screen.