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.
Your Sales History
To get a thorough overview of your sales history - and gain some amazing insights - log in to your Yoco profile via the Yoco Mobile/Web App here, visit the Sales tab and click on the Sales History widget. You'll be presented with a detailed table of your sales.
💡 Note: All of your Yoco sales will appear in your sales history.
The sales history table provides information at a glance including time, payment method, status, notes and the amount of the sale.
What to do if your sales history won’t load (network)?
If your sales history won’t load you should first check your internet connection and confirm that you are able to browse the internet elsewhere. If the problem persists once you have confirmed a working internet connection please contact Yoco Support.
Search for a specific sale
Your Sales history provides useful search functionality on both the Yoco Mobile/Web App and Yoco POS App experiences.
Using the search bar
Simply start typing the amount, note, receipt number or the last four digits of the card used for payment of the sale and the results will be presented.
Using the filters
Using the filters provided, you’re able to pick which sales you’d like to see. You can do this by selecting the relevant filter and waiting for the table to show your options.
Your sales history allows you to view the following, based on your selection:
Sales by Date
Sales by Status
Sales by Method
Sales by Type
Sales by Device (select which of the card machines linked to your business you’d like to include in your sales history).
Sales by Staff (select which staff members you’d like to include in your sales history).
Using your sales details
Once you've located the sale you want to view, clicking on it opens up a more detailed view of that specific sale.
Here, you can also perform certain tasks:
Process a refund
You can issue refunds from the detailed view of a sale by selecting the Refund button at the top of your sales detail page. If there isn't a refund button, this means that this type of transaction can't be refunded.
Confirm that you'd like to proceed, and select a reason for the refund before completing your request. Note: Refunds can't be undone after this point.
Once your refund has been issued, you can still view the original transaction, and the refunded transaction will receive the refund approved status once successfully processed.
Learn more about refunds with Yoco here.
Re-send a receipt
You can send as many receipts for a sale as you like, by selecting the Send receipt button at the top of your sales detail page.
First, you'll see a preview of the receipt to confirm with the Send receipt button.
You'll then be asked to enter the mobile number or email address you'd like to send the receipt to. And that's it!
Learn more about customising your Yoco receipts here.
Add a sales note
Add or edit a sales note by clicking the Edit note button.
Be sure to click the Save button before closing this page.
The sales note you added will then be displayed in your sales history, on the sales details page.
Export/Download your sales history
You can export all your transactions from the Yoco Web App and open it in Excel. In most cases, you can simply double click the CSV to open it in Excel.
Visit the Sales tab and click on the sales history widget.
Click on the download icon in the top right corner of the screen.
Choose the file type and click the download button.
Select either an Excel or CSV file.
Make sure to allow the download onto your device.
Go to your Downloads folder on your device and select the file to open it.
💡 Anytime you see this icon in the App, it means you can export or download what you're viewing:
