Creating Shifts and the Weekly Calendar
Learn how to open the weekly shift calendar for each store, assign staff to a store, switch between weeks, and create and edit shifts, with screenshots.
Receipt Design
How to set, for each store, the logo, company name, fields shown, and messages from the store that appear on your digital receipts.
Product Manager Role Permissions
Explains the permissions of the Product Manager role. Specialized for managing the product catalog (PIM), with no access to customer or financial data. Available on the Basic plan and above.
Creating a Check-in Campaign
The first step for the store check-in feature. Walks through creating a campaign and displaying its QR code at your store.
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.
Sales Analysis by Product
How to use Sales Analysis by Product. Covers period switching, category/product name filtering, sorting by sales/quantity/gross profit, ABC analysis, automatically generated AI advice (trend-based, profit-based, cross-store), and gross profit display using cost data — for both the per-store and all-stores views.
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.
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.
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.
Campaign Manager Role Permissions
Explains the permissions of the Campaign Manager role. Handles creating and managing coupons, email campaigns, and ads, with no access to POS or product settings (Starter plan and above).
Owner Permissions
Details the permissions of the Owner role in ReceiptRoller. Covers plan management, full data access, member management, and per-plan Owner limits.
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).
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.
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.
Printing a QR Code and Displaying It at Your Store
How to print your check-in campaign's QR code and display it in a spot that's easy for customers to scan.
Connecting Google Business Profile
How to connect Google Business Profile. Linking your Google account enables automatic store information sync, review management, insight viewing, and Local Post publishing.
Updating Product Information
How to edit and update registered products. Explains basic information, images, pricing, variations, store-specific pricing, and bulk CSV updates, with screenshots.
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).
Sales Trend Analysis
How to use Sales Trend Analysis. Explains period switching across the past 6/12/24 months, 8 types of trend bar charts, year-over-year (YoY) comparison, overlaid multi-store comparison, automatic anomaly detection, and automatic month-over-month insight generation — all from a store operations perspective.
Creating a Coupon
Explains how to create coupons in your store. Learn how to set the discount type, validity period, usage limits, and more.