Order Confirmation and Approval
A step-by-step guide to confirming and approving orders in the OMS. Covers channel filtering, status changes, holding and cancelling orders, and bulk actions.
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.
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.
Managing Multiple Stores
An introduction to how to manage multiple stores with ReceiptRoller. Get the big picture while also running operations tailored to each individual store.
Moving from Another System (CSV Import)
How to import your member list and remaining session pass credits from another system. Covers the check-then-import flow, how rows are matched to existing customers, and why you should not import the same file twice.
Writing a Check-in URL to an NFC Tag
How to write a check-in URL to a commercially available NFC tag so customers can check in just by tapping their phone.
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.
What Is ReceiptRoller — An Integrated DX Platform for Retail
ReceiptRoller is an integrated DX platform that unifies digital receipts, CRM, PIM, retail media, SNS management, shelf analytics, and e-commerce integration — everything retail businesses need — into one platform.
Product Category Management
How to set up product categories. Explains the category field on the product form, hierarchical notation (Food | Beverages | Tea), bulk CSV updates, and naming conventions, with screenshots.
Managing ad spaces
How to choose, for each ad space, whether to accept outside ads, pause them, or change the share and floor price. You can also change several at once or stop outside ads for the whole business account.
Bulk Setting Cost Prices (CSV)
Steps for updating cost prices for multiple products at once using a CSV file. Covers the template, the CostPrice column, ProductId/Name matching, preview, and warning checks, with screenshots.
Charging No-Show Fees
How to charge a cancellation fee to customers who do not show up. Covers the card-on-file setting, when the charge is made, and why a charge may not go through.
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.
Creative Upload and Approval Flow
The workflow from creative upload to approval. Manages status transitions from Draft to Pending to Approved/Rejected, and tracks change history through the approval log.
Self-Service Submission Wizard (App Store / Google Play)
The relay router's store app platform provides a wizard that lets store owners handle native app builds for iOS / Android and submission to the App Store / Google Play entirely from the admin screen. This article covers the wizard flow, required information, asset auto-generation, store operations, and how to track submission status.
Showing ads on signage
How to open a screen paired as a Media Display as an ad space and play outside ads between your own content.
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.
Connecting Google Business Profile
Explains how to connect Google Business Profile to ReceiptRoller and the owner permissions required.
Checking the Reservation Calendar
Explains, with annotated screenshots, how to check reservation status using the dashboard, timeline, and reservation list, including date navigation, availability legend, and filtered search.
Plans and Roles (Free Plan Limitations)
Explains how ReceiptRoller roles differ depending on your plan. Includes a table showing which roles are available on the Free, Starter, Growth, and Enterprise plans.