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 with Yoco's online payments!
Create and Send a Payment Link
From the Yoco POS App
Open your Yoco POS App on the Sell screen.
Add products to the bill or enter a custom amount.
Tap the Charge button and select Payment Link as the payment method.
You can also add a reference to the link.
Select the method in which you'd like to share the payment link, via QR Code, WhatsApp, Email, SMS or by copying and pasting.
Note: Prior to sharing, the “Done” button will be inactive. After sharing, the “Done” button becomes active and you are able to close the bill.
From the Yoco Mobile/Web App
Log in to your Yoco Mobile/Web App here. Use your Yoco profile login details - either your Yoco profile email address or mobile number, and password.
Go to your Sales Tab in the menu on the left side of your screen.
Select the Payment Links tile and hit the + New link button in the top right corner of your screen.
Enter your customer's name, the amount, and an optional extra message, all visible to your customer.
Click the Create link button, and wait for your new link to be generated.
Hit the Preview tile to make sure you're happy with all the details.
Please note: this is a preview of a live payment link. Proceeding with the payment in this preview will incur the normal Yoco transaction fees.
Share the link with your customer directly from the Yoco Mobile App, or Copy the Payment Link by clicking on the copy icon, and sharing it with your customer however you like.
💡 The copy icon looks like this
Your new link will be added to your list of payment links on your Payment Links page in the Mobile/Web App here.
Manage Payment Links sent from the Yoco POS App
View your Paid and Pending POS payment links
Your Payment Links will appear in your Yoco Sales History once they have been successfully paid.
Until then they'll appear in the Yoco POS App’s More tab, in your Payment Links home page under the Pending or Paid tabs.
Note:
For Pending (unpaid) links, you can remove, edit the reference and re-share them as many times as you like.
For Paid links, you can send a payment receipt and refund the payment.
Re-share POS payment links
From your list of pending POS payment links in the More tab, select the three little dots stacked vertically, and hit Share.
Here, you can edit the payment reference (by selecting the pencil icon) or send the payment link via QR Code, WhatsApp, Email, SMS or share by copying and pasting.
Remove/Delete a POS payment link
From your list of pending POS payment links in the More tab, select the three little dots stacked vertically, and hit Delete.
You'll get confirmation once the link has been removed.
Re-send a paid POS payment link receipt
Go to your list of paid POS payment links in the More tab.
Select the three little dots stacked vertically, and hit Send receipt.
Enter the email or mobile number you'd like to send the receipt to.
Refund a POS payment link
View your sales history on the Yoco POS App by tapping the History tab, and select the sale (paid with a payment link) you'd like to refund from the list.
Select the little icon with three dots surrounded by a circle, at the bottom right of the payment details.
Hit Refund.
Enter your customer's email address or phone number, so they can receive a notification about their refund.
Choose a reason for the refund from the list of drop-down options.
💡 Note: The reason for the refund is only recorded in your own sales history, and is not shared with your customer on their refund receipt.
Tap Refund to confirm.
💡 Note: Refunds can't be undone after this point in the process, please double check that you're sure you'd like to continue.
Once a sale has been refunded on Yoco POS App, it'll also be reflected in your sales history and sale details in the POS, Web and Mobile Apps.
Manage all your Payment Links from the Yoco App
View your Links (Paid and Unpaid)
Your Payment Links now live in the Sales tab in the Yoco Mobile/Web App.
To view your Payment Links, navigate to the Sales tab and click on the Payment Link tile/widget to navigate to your Payment Links home page.
💡 If you have existing Payment Links, they'll appear in a list. If you have yet to create your first Payment Link, you can do that by clicking the + New link button.
Here, you can also filter your Links by date and/or choose to only view either Paid or Unpaid Links.
You can click on a payment link from the list to see its details.
Re-share Links
Your previously created Payment Links live in the Sales tab in the Yoco Mobile/Web App. To view your Payment Links, navigate to the Sales tab and click on the Payment Link tile/widget to navigate to your Payment Links home page.
Select the Payment Link you’d like to re-share from the list. When its details appear, you can either share the link straight from the Yoco Mobile App, or you can copy and paste the link to share it anywhere you like.
💡 The copy icon looks like this:
Edit your Link settings
When you're creating a new Payment Link, you're able to edit the amount to charge, the customer name and the optional link description. To edit the logo, phone number or email address that appear on the payment link page (in your preview), visit your business settings and edit your basic business details.
💡 Please note: You can’t change the amount or description of your Payment Link once it has been created. If the Link is still unpaid, you can delete it and create a new Payment Link with the correct details.
Find out more about updating your basic business details here.
Remove/Delete a Link
Find the Payment Link you want to remove, by navigating to the Sales tab and clicking on the Payment Link tile/widget to navigate to your Payment Links home page.
Select the payment link you want to remove (you can filter here too, by paid and unpaid links to help narrow down your search).
Click on the payment link from the list to see its details, and then select the red trashcan icon to Delete link.
You’ll need to confirm you’re sure, before it’s removed from your Links page.
View your Link payment in your Yoco App Sales History
All your Payment Links will appear in your Yoco App Sales History (in the Sales tab) once they have been successfully paid. Until then they'll appear in your Payment Links list, on the Payment Link home page.
To view all your paid Links, go to the Payment Links tile in the Sales tab on the Yoco Mobile/Web App here.
Hit the Sales history tile to view all your sales.
Next, filter by payment Type and choose Payment link from the list.
Select the payment to view your link details.
Re-send a Paid Link Receipt
Select the Link payment you’d like to send a receipt for from your sales history.
Next, select the Send receipt button, and preview your receipt before hitting Send receipt.
You’ll then be asked to enter an email address or mobile to send the receipt to, before hitting Send.
Refund a Link payment
Select the Link payment you’d like to refund from your sales history.
Next, hit the Refund button and select the reason for the refund for your own reference (this will not be shown to your customer).
Be sure about your refund before hitting Request refund, as refunds can’t be done after this point.
If the refund was not approved, or you’ve tried refunding this link payment unsuccessfully before, you’ll also be able to see this on the link payment details.
You can also get more details about the failed refund, by selecting it from the link payment details.
You can also send a Receipt or choose Edit note to enter more details.
Edit a Paid Link note
Select the Link payment you’d like to edit from your sales history.
Next, select the Edit note button and edit your sales note as you wish, before hitting Save.
Payment Links Troubleshooting Tips
What if my customer says the link is broken or their payment won’t go through?
Oh dear! There are several reasons why payments could fail. You could either try sending a new link, or keep reading to get more answers:
Transaction status messages (and what they mean):
Pending: This means the transaction hasn’t been made yet or is still being processed – it’s still too soon to tell whether it’ll be approved or not. If your customer says they’ve paid, but it’s ‘pending’ on your end, ask your customer to send through proof of payment so we can investigate what happened.
Aborted: This means that the transaction failed. There are many reasons why transactions could fail (see below).
Approved: This means that the transaction was successful, and should now be reflected in your Sales History.
Issues your customers could experience:
“The Payment Link is broken”: If your customer says they can’t open the link (for whatever reason), often the best way to address this is to create a new payment link from scratch, and try again. If that doesn’t work, try clicking on the link yourself to see if it works when you try it (which means the customer may be struggling with their own user issues), and if you also can’t access the link please contact Yoco Support immediately to report a fault — this should never happen.
“I can’t submit my card details”: If your customer says they’ve tried entering their details to pay, but can’t click on the ‘Submit’ button, it could mean they’ve entered their card details with spaces (in which case, make sure to go over all the details and delete any spaces or special characters), or they could be struggling with an unstable internet connection. Transactions must be processed using a stable internet or data connection for proper security — read more here. In these cases, the customer should try again with a stronger WiFi or data connection and processing speed.
“My transaction keeps being declined / says payment failed or aborted”: This can be a tough one to answer, because there are many reasons why a payment could get declined. Most times, it’s a problem on the customer’s side (either banking or user error) but here are some of the most common reasons why payments get declined:
The customer made a mistake when entering their card details.
The customer had an interrupted internet connection while processing their payment (read more here).
The customer’s card isn’t one of those accepted by Yoco: can accept all MasterCard and Visa debit, credit cards and American Express. This includes international cards, swipe cards, chip and PIN, and SASSA cards. Issued from any bank. Unfortunately, we don't currently accept Fleet / RCS / Diners / Petrol cards. Get the full list here.
The customer’s bank declined the transactions because:
Insufficient funds
Failure to do 3D Secure authentication
Bank does not do 3D Secure authentication
Bank does not allow the customer to do online payments
Challenges or downtime on the banking system side
Our platform could be down (highly unlikely) in which case, you’ll have been notified via email as well as in-App or on-device pop-up messages.
Read more about understanding failed transactions here.