Connecting Meta (Facebook Page)
Explains how to connect a Facebook Page (Meta) to ReceiptRoller via OAuth, the required admin permissions, and long-lived tokens.
Customer data when a customer merges accounts
What happens to your store's customer data when a customer merges two ReceiptRoller accounts, and how to join two records of the same customer.
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.
Customer Marketing Distribution
Send messages to customer segments across multiple channels including LINE and push notifications. Review all channel activity in a unified inbox.
Printing the Register QR Code
How to download the register QR code that customers scan beside the register as a PDF or PNG from the POS terminal page, print it and put it in place, and how it differs from a per-sale QR code.
Connecting with LinkedIn Business
Explains how to connect a LinkedIn Company Page with ReceiptRoller, and the administrator permissions required.
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.
What Is Warehouse Management (WMS)?
An overview of ReceiptRoller's WMS (warehouse and stock management system). Manage stock across warehouses, backrooms, and sales floors by location, and record every receiving, shipping, and movement as an immutable log.
AI Sales Forecasting
Explains linear extrapolation forecasting for month-end sales and transaction count, and 14-day-ahead demand forecasting (top 5 products, with day-of-week seasonality plus a 20% safety factor). Also covers the 3-tier confidence rating, API/MCP retrieval, and integration with the Sales Analysis by Product AI narrative.
What Is the Creative Library
The Creative Library is a feature for centrally managing assets such as images, videos, and text. It supports folder organization, an approval workflow, and access from other areas, letting you reuse approved assets across SNS posts and ads.
Creative Projects and Variant Selection
Creative projects let you group multiple variants (candidate designs) under a single project for comparison and selection. Suited to workflows where you line up A/B candidates for review and pick a winner.
Ad reviews
How to approve or decline advertiser campaigns sent to your ad slots, and how to mark advertisers as trusted or blocked.
Booking Menus and Service Durations
How to set a duration for each booking menu item so customers are only offered times when that much time is free in a row. Covers buffer time, choosing which staff can take an item, visibility (Public, Link only, Members only) and who counts as a member.
Location Management
An explanation of location management in the WMS. Covers setting up locations for warehouses, backrooms, and sales floors, tracking inventory by location, and checking stock across locations for a given product.
Recording Arrivals
How to record that a customer has arrived. Covers one-tap recording from the Timeline, recording from the reservation details, and how bookings marked as arrived are handled.
Customer Loyalty Analysis
Automatically determine membership rank based on visit count and total spend. Track LTV and purchase frequency trends to help retain valuable customers and prevent churn.
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.
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.
Specifying Distribution Segments
Send a push notification only to the customers in a customer segment. Covers choosing the audience, who actually receives the notification, and segment examples you can build today.
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.