Adding and Managing Store Staff
An explanation of how to add, edit, and deactivate store staff. Covers everything from registering staff information to assigning staff across multiple stores.
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.
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.
How Coupons Reach Customers
Coupons you create appear automatically in the coupon list of customers who have favorited your store. You can also give a coupon as a survey reward, email it to customers who have visited or opted in, print it as a QR code on a flyer or POP, or announce it to a segment with a push notification.
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.
EC Integration Overview
An overview of ReceiptRoller's EC integrations. Explains the three pillars — B2B EC, external EC platform integration, and product feeds — and how to choose between them.
About the Former "Admin" Role
The former "Admin" role has been merged into "Owner." If you want to divide responsibilities among staff, use specialized manager roles such as Store Manager instead.
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.
Media Display Overview
An overview of ReceiptRoller's Media Display feature, which loops images and videos on Android devices in your store. Use it as a digital signage tool for product showcases, campaign announcements, and menu boards.
Using Retail Media in a commercial facility
How a commercial facility such as a shopping center or station building can manage its in-building signage by zone and sell it as ad spaces.
When You Can't Find Your Page During Meta (Facebook / Instagram) Integration
Troubleshooting steps for when Meta (Facebook / Instagram) integration shows "no page found" or "access not granted." Covers page selection in Facebook's authorization screen, and Instagram-to-Facebook page linking.
Ad revenue payouts
How to register the bank account for receiving ad revenue, and how month-end closing, the payment notice and the transfer work.
Ad reviews
How to approve or decline advertiser campaigns sent to your ad slots, and how to mark advertisers as trusted or blocked.
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 Retail Media
An overview of Retail Media, which lets you sell the ad slots on your store's signage, receipts and app to advertisers and earn ad revenue.
Owner Permissions
Details the permissions of the Owner role in ReceiptRoller. Covers plan management, full data access, member management, and per-plan Owner limits.
Assigning and Changing Roles
Explains how to invite, assign, change, and remove member roles in ReceiptRoller. A single member can also be given multiple manager roles at once.
Moderating Staff Communications
Explains how business account owners and store managers can review and manage staff communications using the moderation feature — closing threads, deleting inappropriate messages, and exporting CSV files for compliance.
Role Types and Overview
Explains ReceiptRoller's business account roles (Owner, Store Manager, POS Manager, Campaign Manager, SNS Manager, Product Manager, Inventory Manager, Accounting, Staff) and their overview.
Managing Printers and Receipts
How to check your store's thermal printers, connect them to POS terminals, and customize the look of digital receipts from "Printers & receipts" on the store page.