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.
Comment Management and Sentiment Analysis
Manage comments on your social posts across channels in one place, with AI sentiment analysis that classifies each comment as positive, neutral, a question, a complaint, or a PR risk. Helps you catch missed replies and potential PR issues early.
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.
How ads are delivered
Which ads play on your ad spaces, in what order, and when a view counts as an impression.
Setting selling rules
The settings and defaults in "Selling rules", where you decide for the whole business account how much outside advertising you accept, when, and at what price.
Connecting LinkedIn
Explains how to connect a personal LinkedIn account to ReceiptRoller and the permissions required to post.
Recording Attendance and Makeups
How to record attendance for a whole class at once and move an absence to another session as a makeup. Also explains how session pass credits are never used twice.
Connecting Instagram Business
Explains how to connect an Instagram Business account to ReceiptRoller, including the required Facebook Page link and prerequisites.
Creating and Running Session Passes
How to create session passes such as a 10-session pass, let customers buy them, and use up one credit per booking. Also covers setting an expiry and how credits are returned on cancellation.
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.
Order Import and Unified Order Management
How to consolidate orders from multiple external EC platforms into OMS. Explains channel management, stock allocation, and shipping processing.
Shopify Integration
How to integrate PIM, OMS, and WMS between Shopify and Receipt Roller. Explains product sync, order import, and stock sync.
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.
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.
Setting Up Room and Rental Stock
How to register room types and rental items so you can take bookings that span several days. Covers the difference between stays and hires, quantity, and turnaround days.
Creating and Publishing Posts
How to create SNS posts. Combine body text, images, videos, and hashtags, select the target accounts, and save as a draft or publish immediately. Supports images up to 5MB and videos up to 2GB, with chunked 8MB video uploads, progress display, cancellation, and automatic retry.
Review Management and AI Reply Drafting
Manage and reply to reviews posted on your Google Business Profile from ReceiptRoller. AI generates reply drafts tuned to the star rating, helping improve reply rates and brand perception.
Creating and Distributing a Campaign
Step-by-step guide to bundling images and videos into a campaign in Media Display and specifying when and where they play, including placements, weighting, and scheduling.
API Keys and Client Secrets
Learn how to issue, manage, and rotate the API keys used for server-to-server integrations.
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.