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The Yoco App Explained

Ready to get to grips with the Yoco App? Here’s what you need to know…

Updated yesterday

The Yoco App delivers key information that brings you closer to your business, and powers growth. Available on the web and to download on mobile, it’s a dedicated place (we like to think of it as your ‘back office’) to help you understand your business better, stay in control, and work with clarity.

What does the Yoco App do?

Through the free Yoco App (mobile or web), you can do all of this and more:

✔️ Get dynamic business insights

Access a dashboard of key information, with live data that’s simply, but powerfully organised to help you make data-driven decisions with confidence.

✔️ Pull sales reports

Do a deep dive into your sales with reports that are broken down by number of sales, gross sales, payments, product, staff, categories, and brands.

✔️ Send payment links

Generate a payment link and send it to customers via email, SMS, WhatsApp, or your preferred social media platform. Or, customise and send professional invoices with a payment link.

✔️ Access Yoco Capital

Yoco Capital is a fast, flexible cash advance service designed to help Yoco merchants access funding. Find out more about Yoco Capital here.

✔️ Buy your next card machine

Buy an additional card machine for your business in the Yoco Web App here. It will be linked to your profile when it arrives, so you can start selling immediately.

✨You can also buy additional Yoco card machines from Yoco.com or from Builders Warehouse (selected stores), Computer Mania, Checkers Hyper, Game (selected stores), HiFi Corp, Incredible Connection, Makro, and Takealot.


Downloading the Yoco Mobile App

✨ The Yoco Mobile App is compatible with Android 6 and iOS 12 (and above) smartphones and tablets.

Follow these steps to check which version of the Yoco Mobile App you’re using:

  1. Log in to the Yoco App (mobile or web).

  2. Go to your Personal settings by selecting your name in the top right corner of your screen (Yoco Mobile App) or from the menu on the left of your screen (Yoco Web App).

  3. Select the Legal tile/widget.

  4. The app version will be displayed near the bottom of the screen.


Navigating the Yoco App

The Yoco App (mobile or web) has six key sections:

1. Hub

The Hub tab is the heartbeat of your business and offers an overview of its performance. It has three sections that provide quick access to some of the key aspects of your business.

  • Featured offers an overview of your most visited areas in the app and includes important notifications about your business and Yoco profile.

  • Today in sales lets you take a deep dive into your daily sales figures to uncover trends and spot opportunities.

  • Reports provides sales, product, and staff reports that deliver well-presented data and clear, legible graphs to help you understand your business even better. Find out more about your Yoco reports here.

📈 Find out how to use Yoco Reports to gain valuable business insights here.


2. Sales

The Sales tab centralises all of your sales tools and offers instant access to your:

✨ By selecting the Card sale or Payment link quick action buttons at the top of the Sales tab screen, you can launch the Yoco POS App and complete a sale. It’s important to remember, however, that the Yoco App (mobile or web) is primarily built for running your business, while the Yoco POS App is your main tool for integrated selling.

Sales history

From the Sales history tile/widget in the Sales tab, you can:

  • View all your sale details, including the amount, payment time, status, method, and sales notes, and filter them by date, status, method, type, staff, and device.

  • Select a specific sale to issue a refund, make/edit a sales note, and send/resend a receipt.

  • View your sales by payment method (card, cash, payment link etc.), products, staff, and status (approved, refunded etc.), based on your chosen date range.

✨ Find out how to use your Yoco sales history here.

Sales report

From the Sales report tile/widget in the Sales tab, you can:

  • View sales data for various date ranges, including today, yesterday, this week, this month.

  • Click on the insights buttons (right of the graph) to see each insight presented visually.

  • View a detailed breakdown of your sales data for the selected period, including sales counts, fee amounts and the net amount per payment type.

✨ Learn more about using your Yoco sales report here.

Payment links

From the Payment links tile/widget in the Sales tab, you can:

  • View a list of all your payment links.

  • Create a new payment link and share it with your customer.

✨ Find out how to send a Payment Link here.

Payment page

From the Payment page tile/widget in the Sales tab, you can:

  • Create your Yoco payment page – a simple way for customers to pay you online.

  • Edit the contact details that appear on your payment page.

✨ Find out how to set up and manage your Yoco Payment Page here.

Invoices

From the Invoices tile/widget in the Sales tab, you can:

  • Create new invoices and check which ones are overdue.

  • Manage your drafts.

  • Edit the details that appear on your invoices.

✨ Find out everything you need to know about Yoco Invoices here.

Payment Gateway

On the Payment Gateway tile/widget in the Sales tab, you’ll find:

  • Instructions for integrating Yoco Gateway with your online store so that you can accept card payments directly on your website.

  • Your test and live keys.

  • Developer documentation.

✨ Find out how to sell with Yoco Gateway on your website here.

Online sales history

From the Online sales history tile/widget in the Sales tab, you can:

  • View sale details for all online sales (payment link, payment page, payment gateway, voucher, WooCommerce, Wix, etc.) and filter them by date, status, method, type, staff, and device.


3. Money

The Money tab highlights the money side of your business, providing easy access to:

Payouts

From the Payouts tile in the Money tab, you can:

  • View all previous payouts, including Instant Payouts.

  • Request an Instant Payout by selecting the + Instant Payout button.

  • Download your payout reports.

✨ Find out more about using your payouts history here. Find out more about Yoco Instant Payout here.

Yoco Capital

The Yoco Capital tile/widget in the Money tab gives you easy access to financing that can help your business grow.

💰 Find out all about Yoco Capital here.

Fees

The Fees tile/widget in the Money tab provides a clear breakdown of the fees you pay on your Yoco Plan.

💵 Find out more about Yoco Fees and Plans here.


4. Manage

The Manage tab helps you manage these critical aspects of your business:

Stock

From the Stock tile/widget in the Manage tab, you can:

  • View a list of all the products that have stock tracking enabled.

  • Select a product to check its stock details and enter or edit stock tracking details.

  • Manage your stock alert communication preferences.

✨ Find out more about managing your stock with Yoco here.

Products

From the Products tile/widget in the Manage tab, you can:

  • Create your product catalogue.

  • Add/remove products from your product catalogue.

  • Set up stock tracking.

  • View your product report.

✨ Find out more about managing Yoco products here.

Staff

From the Staff tile/widget in the Manage tab, you can:

  • Access the list of staff member profiles linked to your Yoco profile.

  • Select staff member’s profile to update their permission settings, change their details, reset their PIN for staff switching, or delete their profile if they’ve left the business.

  • Create profiles for new staff members.

  • View your staff reports.

✨ Find out more about managing your Yoco staff profiles here.

Customers

From the Customers widget/tile in the Manage tab, you can:

  • View your list of customers.

  • Add new customers and remove inactive customers.

✨ Find out more about using Customers with Yoco invoices here.

Card machines

From the Card machines widget/tile in the Manage tab, you can:


5. Business settings

The Business settings page centralises the settings for your business. To find this page, select your business name in the top right corner of your screen (Yoco Mobile App) or from the menu on the left of your screen (Yoco Web App).

From the Business settings page in the Yoco App (mobile or web), you can:

  • Edit your business information including logo, social media accounts and trading information

  • Edit tip settings

  • Update card machine information

  • Edit receipt settings

  • Update payment methods

  • Update communication preferences

  • View referrals

  • View and download tax invoices from Yoco

  • View business fees

  • View your Yoco Plan, fees total and next fees payment date

  • Customise your trading hours to enable clearer reporting

  • Get help


6. Personal settings

The Personal settings page is all about you, the business owner. To find this page, select your name or the initials icon in the top right corner of your screen (Yoco Mobile App) or from the menu on the left of your screen (Yoco Web App).

From the Personal settings page in the Yoco App (mobile or web), you can:

  • Edit your mobile number and email address

  • Reset your password

  • Get help

  • Log out

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