183 results
(Page 10 of 10)
2026-05-25
CRM
Purchase History
POS Integration
Customer Analysis
Receipt
Member Number
Privacy
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.
2026-05-25
Member Number
Auto Issuance
Prefix
Barcode
Membership Verification
POS Integration
Automatic Member Number Issuance Settings
ReceiptRoller automatically issues member numbers in the format "PREFIX-sequence". Covers the format, setting the prefix and digit count (4-12), when numbers are issued, and what happens to existing numbers when you change the format.
2026-04-16
Issuing and Revoking Transaction QR Codes
How to issue a one-time QR code for a specific past sale from the "Per-sale QR code" panel in the transaction detail, and how to revoke it before the customer receives it. A receipt that has already been received cannot be taken back.
Categories