Square Transaction Data and Receipt Roller Transaction Data Mapping
A technical explanation of how transaction data fetched from the Square Payment API is mapped into Receipt Roller's transaction data model. Covers the field mapping table, status code conversion, payment method normalization, resolving line items/customer/staff information, OAuth token auto-refresh, and idempotency and timezone handling.
Smaregi Transaction Data and Receipt Roller Transaction Data Mapping
A technical explanation of how transaction data fetched from the Smaregi Platform API is mapped into Receipt Roller's transaction data model. Covers the field mapping table, status code conversion, payment method normalization, resolving line items/customer/staff information, timezone handling, and idempotency.
Smaregi Integration — Overview and Getting Started
A first-stop overview of the Smaregi integration: what it does, what you need before you start, a 3-step setup summary, and links to detailed articles.
Where to Find the API Reference
The list of API endpoints and sample request/response formats are published in the Developer Help.
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.
Square POS Integration Setup
Explains how to connect Square POS with ReceiptRoller. Connect easily via OAuth authentication, and accounting data syncs in real time.
Smaregi x ReceiptRoller — Digital Receipts, Customer Management, and Sales Analysis in One App
Learn how ReceiptRoller Link connects with Smaregi checkouts to unify automatic digital receipt issuance, member management, sales analysis with AI advice, Apple/Google Wallet membership cards, SNS integration, and flyer distribution. Install "ReceiptRoller Link" from the Smaregi App Marketplace to get started today with no complicated API setup required.
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).
Smaregi POS Integration Setup
Steps to set up the POS integration between Smaregi and ReceiptRoller. Install "ReceiptRoller Link" from the Smaregi App Market, log in with your Smaregi account, then select a store and terminal (register) from the "Connect with Smaregi" button on the POS settings screen to complete the connection. Also explains how to sync transaction data after connecting and how to handle multiple stores and terminals.
Reservation Cancellations and Changes
Explains, with annotated screenshots, how to cancel, complete, or mark reservations as no-show cancellations, and how to handle date/time changes.
Checking the Reservation Calendar
Explains, with annotated screenshots, how to check reservation status using the dashboard, timeline, and reservation list, including date navigation, availability legend, and filtered search.
Owner Permissions
Details the permissions of the Owner role in ReceiptRoller. Covers plan management, full data access, member management, and per-plan Owner limits.
Purchase History by Customer (POS Integration)
Learn how to review each customer's receipt-level purchase history from the CRM customer detail screen. Covers the conditions under which POS-issued receipts appear, why scanned paper receipts are excluded, how member matching works, privacy handling, and API access.
Reading the Check-in Analytics Screen
Learn how to use the summary tiles, 30-day chart, and CSV export on the check-in detail screen.
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.
Editing Staff Profiles and Photos
Learn how to update a registered staff member's profile photo, contact info, assigned store, employment status, and HR information, with screenshots.
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.
Registering Store Information
A detailed explanation of how to register store information with ReceiptRoller.
B2B Order Flow
The full order flow for B2B EC, from the buyer placing an order to shipping and invoicing. PIM, OMS, and WMS integrate automatically, so no manual data re-entry is needed.
Google Shopping Feed
How to deliver a product feed to Google Merchant Center. Covers PIM-to-Google field mapping and tips for passing review.