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 (think of it as your ‘back office’) to help you understand your business better, stay in control, and work with clarity.
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.
Create a product catalogue
Build and manage your product catalogue to speed up checkout and keep your offering organised. Find a step-by-step guide here.
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.
Grow your money
Yoco Savings automatically saves a percentage of your daily net earnings into a savings pocket, so you can save for your next big business milestone. Explore Yoco Savings here.
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.
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 Incredible Connection, HiFi Corp, Checkers Hyper, Computer Mania, Makro, Builders (selected stores), Game (selected stores), and Takealot.
Downloading the Yoco App
Click on the relevant App Store below to download the Yoco Mobile App, and set yourself up to run your business on the go.
✨ The Yoco Mobile App is compatible with Android 6 and iOS 12 (and above) smartphones and tablets.
✨ Want to check which version of the Yoco App you're using?
Go to your Personal settings by selecting your name in the top left corner of your screen (Yoco Mobile App) or from the menu on the left of your screen (Yoco Web App).
Select the Legal tile/widget.
The app version will be displayed near the bottom of the screen.
Navigating the Yoco App
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.
Your daily sales and estimated payout balance are located in the first section, along with the Products, Sales made, Payout History, and Invoices tiles/widgets.
Sales gives you quick access to your Sales History and lets you take a deep dive into your daily and weekly sales figures to uncover trends and spot opportunities.
Reports provides sales, product, staff, and location reports that deliver well-presented data and clear, legible graphs to help you understand your business even better.
📈 Click here to find out how Yoco Reports can provide you with valuable business insights.
2. Sales
The Sales tab centralises all of your sales tools and offers instant access to your:
✨ Select the Payment link or New invoice quick action buttons in the top right corner of the Sales tab to create a new payment link or invoice quickly.
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, sales notes, and order number, and filter them by date, status, method, type, staff, and device.
Select a specific sale to send/resend a receipt, issue a refund, make/edit a sales note, or assign a sale to a different staff member.
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, last week, this month, and last 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.
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, WooCommerce, Wix, etc.) and filter them by date, status, method, type, staff, and device.
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
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.
E-commerce integrations
From the E-commerce integrations tile/widget in the Sales tab, you can access:
Our e-commerce integrations via Yoco Connect: Checkout API, Shopify, Wix, and WooCommerce. Click the relevant tile/widget for instructions on integrating Yoco with your online store so you can start accepting payments.
The Yoco Developer Hub where you can build your own integrations.
✨ Click here for more on Yoco Connect, your hub for business integrations.
3. Money
The Money tab highlights the money side of your business, providing easy access to:
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.
Yoco Savings
The Yoco Savings tile/widget in the Money tab lets you grow your money as you sell. Decide what percentage of your earnings to set aside before each payout and earn interest daily.
💰 Find out all about Yoco Savings here.
Payout History
From the Payout History tile/widget 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.
Manage payout
The Manage payout tile/widget in the Money tab lets you choose between Standard, Fast, and Weekly Payout.
Standard payout = Get paid within 1–2 business days.
Fast payout = Get paid by 8am daily.
Weekly payout = Get paid by 8am on your chosen day of the week.
💵 Find out more about Yoco Payouts, Fast Payout, and Weekly Payout.
Accounting integrations
From the Accounting integrations tile/widget in the Money tab, you can access:
Our accounting integrations via Yoco Connect: QuickBooks, Sage, stub, Xero. Click the relevant tile/widget for instructions on integrating Yoco with your accounting software so you can reconcile your payouts.
The Yoco Developer Hub where you can build your own integrations.
✨ Click here for more on Yoco Connect, your hub for business integrations.
4. Manage
The Manage tab provides quick access to these key aspects of your business:
Products
Create your product catalogue and add categories, brands, and modifier groups.
Add/remove products from your product catalogue.
Set up stock tracking.
Import and/or export your product catalogue as a CVS file or Excel document.
View your product report.
✨ Find out more about creating and managing your product catalogue here.
Stock
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 so that other staff members receive alerts via email when stock is low.
✨ Find out more about managing your stock with Yoco here.
Tables
Create sections (e.g. Indoor, Outdoor, and Balcony) and allocate tables to them.
Name each table and enter its seating capacity.
Edit section and table information, e.g. section names, seating capacity, etc.
Please note: The Tables feature is only available on our Pro Plan. Click here to find out how you can upgrade.
Services
Add new services, assign them to categories, and edit their details.
View your service reports.
✨ Find out more about adding and managing services here.
Card machines
From the Card machines tile/widget in the Manage tab, you can:
Add a card machine to your profile.
Remove a card machine from your profile.
Create a nickname for an existing card machine.
Add a branded screensaver to your Neo Touch card machine. Find our step-by-step guide here.
Locations
Add multiple locations to your profile.
Please note: The Locations feature is only available on our Plus Plan and Pro Plan. Click here to find out how you can upgrade.
✨ Click here to find out all about Locations.
Orders
Enable a daily order number reset so that your order numbers automatically start from #1 again at either 12am or 5am.
Bookings
Find out more about creating and managing bookings.
View staff reports for commission purposes.
Please note: The Bookings feature is only available on our Plus Plan and Pro Plan. Click here to find out how you can upgrade.
Prep stations
From the Prep stations tile/widget in the Manage tab, you can:
Create prep stations so you can send product categories to print at the right prep station(s) from your Yoco point of sale.
Please note: The Prep Stations feature is only available on our Pro Plan. Click here to find out how you can upgrade.
✨ Find out how to set up and manage prep stations here.
Loyalty
Set up Yoco Loyalty for your business.
Set your reward rate per sale (the percentage of each transaction a customer earns back in points) and your spend needed to earn points (how much a customer needs to spend before they can start earning loyalty points).
Edit your reward rate per sale and the spend needed to earn points.
Please note: The Loyalty feature is only available on our Plus Plan and Pro Plan. Click here to find out how you can upgrade.
✨ Click here to find out how Yoco Loyalty can help you turn customers into regulars.
Staff
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
View your list of customers.
Add new customers and remove inactive customers.
✨ Find out more about using Customers with Yoco invoices here.
Yoco Connect
From the Yoco Connect widget/tile in the Manage tab, you can:
Connect your Yoco profile to trusted business tools that help you save time, streamline operations and run your business more efficiently.
✨ Find out more about the Yoco Connect here.
5. Business settings
The Business settings section centralises the settings for your business.
To access your Business settings, tap your business name in the top right corner of your screen (Yoco Mobile App) or select Business settings from the menu on the left of your screen (Yoco Web App).
From this section of the Yoco App you can:
View the fees related to your Yoco Plan, including a detailed breakdown of in-person and online transaction fees, connectivity fees, and subscription fees.
Change your Yoco Plan if your business needs have changed.
Edit your business information including your logo, social media accounts and trading information.
Add or update your VAT number. Please note: VAT numbers cannot be added to past invoices.
Update your communication preferences.
Customise your trading hours to enable clearer reporting.
Add multiple locations to your Yoco profile.
Update your bank details.
View and download tax invoices and statements from Yoco, which include details of your fees and charges.
Buy a new card machine, add a card machine to your profile, remove a card machine from your profile.
Choose which non-card payment methods your business accepts, e.g. cash, EFT, QR code.
Edit your receipt settings and tip settings.
View your referrals.
View our Terms & Conditions.
Check Yoco's platform status.
Please note: The Locations feature is only available on our Plus Plan and Pro Plan. Click here to find out how you can upgrade to these Yoco Plans.
✨ Click here to find out more about your Business settings – how to use them, update them, and more.
6. Personal settings
The Personal settings tab is all about you, the business owner.
To access your Personal settings, tap the initials icon in the top left corner of your screen (Yoco Mobile App) or select Personal settings 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
View our Terms & Conditions
Log out
✨ Click here to find out more about your Personal settings – how to use them, update them, and more.
Need more help?
Start a conversation with a Yoco Support consultant via our in-app chat.