We’ve recently released a new (and improved) Yoco Web App to replace the original Yoco Business Portal!
If you haven’t yet made the switch, and are still using the old Business Portal to manage your profile, get the guide on Yoco communications here.
🤓 Keeping you clued in on everything going on with Yoco and your business is always our top priority!
Your Yoco Notifications
📑 Monthly Statement/Invoice: We'll email you a monthly statement with all your payouts, fees, transactions and Capital repayments recorded for your reports and reference. You can view and download all your monthly invoices from the Yoco Web App here.
📈 Sales Reports: Get a regular summary of all your Yoco transactions for easy reference and recon. You can view and download all your reports, by date and filter from the Yoco Web App here.
📦 Low Stock Alerts: Get an email alerting you to address a low stock count, when you use stock management features with your Yoco Products catalogue. You can view and set up when your stock alerts are triggered, from the Yoco Web App here. Find out more about managing your stock here.
🛰 Payment Notifications for Online Payments: Every time a Yoco Link, Gateway, Voucher, Payments Page or Invoice payment is made, you'll get notified via email. You can view and download all your online sales reports, by date and filter from the Yoco Web App here.
💰Capital Offer Notifications: See if you have a Yoco Capital offer in the Yoco Web App here. Find out more about qualifying for Yoco Capital here.
Set up your regular Yoco email communications
You can set up your Yoco communication preferences, both for yourself and for your staff or business administrators, in the Yoco Web App here.
Go to your business profile by clicking on your business name or logo at the top of the menu of tabs, followed by the Communication preferences tile.
Your Recipients
You can view all the current recipients of your regular Yoco profile reports from your communication preferences page in the Yoco Web App here.
Here, you can add a new recipient by clicking on the + New recipient button.
To add a new recipient, either select someone from your Yoco profile list of staff members, or add the recipient's email address (for non-staff members).
Next, choose which type of notifications (and how often) to send to this recipient, and select the Save Recipient button.
Types of notifications
There are three types of Yoco email notifications currently available: your Sales reports, Tax invoices and Stock alerts.
The Sales Report will show you a breakdown of your Sales for the time period selected. You can choose to receive sales reports daily, weekly or monthly.
Your Yoco Tax Invoices will be emailed monthly, and show the following information:
A breakdown of the payouts made to your profile
The fees incurred on each payout
The VAT paid for each payout
The total VAT paid for the month
Add staff members to your stock alerts, so that when your low stock threshold is reached the correct people in your organisation are notified to manage it. When these emails are sent will depend on the stock alert settings in configured in each individual product.