We’ve recently released the 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 original reports guide here.
About Yoco Payouts
At midnight everyday Yoco reconciles your transactions for the last 24 hours so that we can make payment to you the next day. This payout can then take 1-2 business days to reflect in your bank account, depending on your bank.
Haven’t received your first Yoco Payout? Double check our guide on verification requirements here, and make sure you’ve completed your setup for payouts.
Any card transactions you process after midnight are considered part of the next day's transactions. These transactions will be included when your total is reconciled on the following day.
Find out more about Payout timing and schedule here.
About Yoco Tax Invoices
📑 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.
Find out more about setting up your Yoco communication preferences here.
Your Payout Reports and Tax Invoices
You can view all your Yoco Payouts on the Yoco Web App. Here, you can see all your payout records and track when your next payout will be settled. Your payout history can be exported for your own records for accounting, and you can also click on each individual payout to see a list of the individual card transactions that were included in that particular settlement amount.
You’ll also receive an official Yoco Tax Invoice every month, via email, stating all the amounts paid out to you. You can view and download any of your Tax Invoices in the Web App here.
More details about how Yoco fees, balance and payouts work together here.
Exporting your Payout Reports
💡 You can export all your Yoco Payouts and Tax Invoices from your Yoco Web App into CSV. Simply double click the CSV to open it in Excel.
To download your Payout Reports from the Web App, go to the Money tab and then select the Payouts tile.
Once you've selected the date range you'd like to view, and/or filtered it by status or type, you're ready to download the report.
Click on the download icon in the top right corner of your screen, and select the format you prefer. For now, the system can generate a CSV file, containing the payment records for the payout.
If the columns don't display correctly, then you'll need to follow the these steps:
If the columns don't display correctly, then you'll need to follow the these steps:
Select File, then Import.
Select CSV File.
Ensure that Delimited is selected and not Fixed width. Select Next.
Make sure that Semicolon is selected.
Select Finish. If you're asked where to insert the data, select New sheet.