Square Staff Data and Receipt Roller Staff Data Mapping
Explains how Square Team Members are linked to Receipt Roller's staff data (StaffDto). Covers how to use manual linking, the logic for resolving who is attributed to a transaction, and the key fields in the Team Member API.
Staff Sync via Square Integration
Explains how stores connected to Square POS can sync Team Member information bidirectionally with ReceiptRoller — job assignments, pay rates, assigned stores, owner permissions, and more, kept aligned with Square.
Setting Up Unlimited Plans
How to set up a flat monthly or yearly plan that lets subscribers book without using pass credits. Covers how it differs from session passes, joining and cancelling, and closing a plan to new members.
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.
How Receipts Reach Customers
Digital receipts reach customers by LINE or email, whichever they choose after scanning the QR code. Members who agree get every later receipt automatically when they pay as a member. This article explains each route, and the conditions for automatic delivery and how customers stop it.
AI Image Generation, Resizing, and Editing
How to use AI to generate and edit creative assets. Covers generating images from a text prompt, automatic resizing to platform-specific dimensions, and AI editing of existing images (background removal, adding elements).
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).
SNS Manager Role Permissions
Explains the permissions of the SNS Manager role. Handles SNS connection, post scheduling, and analytics, and is designed so external agencies can be granted access safely (Growth plan and above).
Staff Permissions and Business Account Roles
Learn how to assign business account roles (permissions) to staff who log in to Receipt Roller. You can grant permissions suited to each person's role, such as store manager, POS admin, or SNS admin.
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.
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.
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.
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.
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.
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).
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).
Warehouse Manager Role Permissions
Explains the permissions of the Warehouse Manager role. Specialized for inventory management, receiving/shipping, and WMS integration, with no access to customer or financial data (Enterprise plan only).
POS Manager Role Permissions
Explains the permissions of the POS Manager role. Specialized for POS connection, receipt templates, and payment method settings (Starter plan and above).
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.
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.