Want to make sure you and your team stay on top of what’s happening in your business? Opt in to one (or all) of the email updates below by going to Settings → Communication preferences in the Yoco App (mobile or web).
Sales reports
What: A breakdown of your Yoco sales, biggest sellers and top-performing staff.
When: Daily, weekly or monthly, depending on your preference.
Tax invoices
What: A breakdown of the payouts made to your profile, the fees incurred on each payout, the VAT paid for each payout, and the total VAT paid for the month.
When: Monthly
You can also view and download your tax invoices by heading to Settings and selecting the Tax invoices tile/widget.
Stock alerts
What: A heads-up that your stock is low. We recommended adding your staff to this email so that the right people are always informed and able to act quickly.
When: As soon as you reach the stock alert figure set up in your product catalogue.
💡 Good to know: You can only set stock alerts if you’re using a product catalogue. Click here to find out how to set up a product catalogue, and here to learn more about setting up your stock alerts.
📩 Automated emails
As soon as you’ve signed up with Yoco and completed your profile, you’ll automatically receive the following email communications from Yoco (there’s no need to opt into them):
Monthly Statements
A monthly statement of all your payouts, fees, transactions and Capital repayments recorded for your reports and reference.
Online Payment Notifications
A heads-up every time you’ve been paid via an online channel: Payment Link, Yoco Gateway, Payments Page, or Invoice.
Setting up your email preferences
Go to the Settings tab – you'll find it at the bottom of the menu on the Yoco Web App, or in the top right corner of the Yoco Mobile App.
Select the Communication preferences tile.
As the profile owner, your name will automatically be displayed on the screen – click or tap on your name to opt in to one or all of the optional emails.
When the side screen pops up, select the Edit button in the top right corner of the screen.
Toggle the switches to opt into one or all of the emails. If you choose to receive the Sales report, you’ll need to indicate how often you’d like it to land in your inbox – daily, weekly, or monthly.
Select the Save changes button.
Adding an email recipient
Go to the Settings tab – you'll find it at the bottom of the menu on the Yoco Web App, or in the top right corner of the Yoco Mobile App.
Select the Communication preferences tile/widget – you’ll be able to see who’s currently signed up to receive Yoco Sales reports, Tax invoices, and Stock alerts.
Select the + New recipient button.
Select the Choose staff member button to add one of your staff members as a recipient, or add an email address if you haven’t created staff profiles yet, or want a non-staff member to receive the emails.
Click here for a step-by-step guide to creating and managing staff profiles.
If you've selected the Choose staff member button, select a staff member from the list.
Toggle the switches to choose which emails you’d like the new recipient to receive. If you sign them up to receive the Sales report, you’ll need to indicate how often you’d like it to land in their inbox – daily, weekly, or monthly.
Select the Save Recipient button.
Want to remove a recipient so they no longer receive Yoco emails?
Select the Communication preferences tile on the Settings tab.
Click or tap on the relevant staff member or recipient’s name.
Select the pencil icon in the top right corner.
Select the Remove recipient button.
Confirm that you want to remove the recipient.
Updating your email preferences
Go to the Settings tab – you'll find it at the bottom of the menu on the Yoco Web App, or in the top right corner of the Yoco Mobile App.
Select the Communication preferences tile/widget.
Click or tap on the relevant staff member or recipient’s name.
When the side screen pops up, select the Edit button in the top right corner.
Toggle the switches to edit the email preferences for your selected recipient.
💡 Good to know: You can also select the Remove recipient button on this screen to stop the recipient from receiving any further email communications from Yoco.
Select the Save changes button.
Need more help?
Start a conversation with a Yoco Support consultant via our in-app chat.