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.
Editing Email Templates
How to edit the wording of confirmation, cancellation and reminder messages, including placeholders, the preview, and the fact that LINE messages use the same text.
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.
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.
Editing the Booking Page
How to edit the welcome message, cancellation policy and notes shown on your customer-facing booking page, where each one appears, and what to write to cut down on questions.
Calendar Files Attached to Booking Messages
How a calendar file is attached to booking confirmations so customers can add the booking to their own calendar, which messages include it, and what happens on changes and cancellations.
Analyzing Reservation Data
Explains, with annotated screenshots, how to read the reservation dashboard statistics, narrow down the reservation list, and check cancellations and no-show cancellations.
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.
What Is Reservation Management
An overview of ReceiptRoller's reservation management feature. Explains the basics of how staff register bookings, view the timeline, and send automatic notifications.
Creating a Store Account
How to start using ReceiptRoller in your store: create an account, open a store account, choose your business type, and pick the first feature to set up.
Ad revenue report
How to read the "Ad revenue" screen, which shows estimated revenue from ads on your ad spaces by month, ad space, store and ad.
Creating Reservations and Acceptance Settings
Explains, with annotated screenshots, how staff register reservations, configure acceptance rules and slot duration, prepare available slots, and set up the customer-facing reservation page.
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.
Refunds on Cancellation
How payments taken in advance are refunded when a booking is cancelled. Covers the difference between customer and store cancellations and what to do after the cancellation deadline.
Shipment Management and Delivery Tracking
A guide to registering shipments and tracking deliveries in OMS. Covers registering the carrier and tracking number, updating shipment status, stock deduction via WMS integration, and using the delivery tracking URL.
Closing a Business Account
Steps for closing a business account and what gets deleted — stores, products, customers, staff, transaction history, POS integrations, and more. Also covers how Stripe subscriptions are handled and who this affects. This action cannot be undone.
B2B Order Flow
The full order flow for B2B EC, from the buyer placing an order to shipping and invoicing. PIM, OMS, and WMS integrate automatically, so no manual data re-entry is needed.
Amazon Integration
How to integrate PIM, OMS, and WMS between Amazon and Receipt Roller. Explains product listing, order import, and FBA stock sync.
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.