There’s a new Yoco POS App, and an updated Yoco Mobile App to better run and manage your sales and business with Yoco! 🎉
If you're considering using the Yoco POS, you can now download the new POS App for free to streamline your sales. The Yoco Mobile/Web App is still where you can manage your Yoco profile, products, staff, and settings - and take your business to the next level.
🤓 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 Mobile/Web App here, go to your Business Settings page, by selecting your business name from the menu.
📈 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 Mobile/Web App here, by navigating to the Sales tab.
📦 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 Mobile/Web App here, find your products in the Manage tab.
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 Mobile/Web App here, by navigating to the Sales tab.
💰Capital Offer Notifications: See if you have a Yoco Capital offer in the Yoco Mobile/Web App here, or select the Capital tile in the Money tab.
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 Mobile/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 Mobile/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.
Customise your sales notifications in the Mobile/Web App here: select 'Communication preferences' from the Business Settings page, by selecting your business name (and icon).
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
Get them in the Mobile/Web App here: select 'Tax Invoices' from the Business Settings page, by selecting your business name (and icon).
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. Go there in the Mobile/Web App here: go to your Products page in the Manage tab.