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Yoco App & Business Portal: FAQs
Yoco App & Business Portal: FAQs
Updated over a week ago

We’ve recently released a 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 Portal's FAQs here.

Introducing the new Yoco Web App

Go check out the new Yoco Web App here - no download required!


What is the (new) Yoco Web App?

The Yoco Web App is available on mobile and web and is where you go to understand, manage and run your business. The new Yoco Web App has been redesigned and rebuilt from the ground up to help you discover the tools that we offer to run your business and make sales. Sit down at your laptop or run your business on the go. Everything you need is now a click away.

What's different about the new Yoco Web App?

Fundamentally the new Yoco Web App offers all the features and functionality you're used to in the original Yoco Business Portal - but entirely redesigned and rebuilt. We have simplified the entire experience to help you discover the right tools for the job at hand, discover key insights about your business and take fast and efficient action to grow your business.

We have updated the navigation, you have a profile for your business and one for you - the business owner, you can request an Instant Payout right from the Web App for the first time, and lots more.

Who can/should use the new Yoco Web App?

The Yoco Web App is built for business owners who want to understand, manage and run their businesses better.

What can I (and my managers) use the new Yoco Web App for?

The new Yoco app (on web and mobile devices) allows you to manage and run your business operationally from wherever you are. You can set up your Invoices, Payment Links and Payment Page; You can add and manage staff members and customers; You can view sales, product and staff reports as well as manage card machines, take out a Capital cash advance, and discover tools you didn't know Yoco offered to help you build a better business.

1. Get dynamic business insights

At a glance, see data including the value of your average sales, the number of new versus returning customers, your daily sales, your total sales, your top-performing staff, and (much) more. You’ll get a dynamic dashboard of key information, with live data that is simply yet powerfully organised and displayed for impactful insights and sophisticated convenience. Manage admin with features like inventory tracking and intuitive product organisation, so you can always find what you need, when you need it. Take a closer look and view sales reports at the touch of a button – broken down by number of sales, gross sales, payments, product, staff, categories, and brands.

2. Pull sales reports to do a deep dive into your sales

Pull and view sales reports broken down by number of sales, gross sales, payments, product, staff, categories, and brands. If you’re an Excel type of entrepreneur, export reports via CSV file. Easy as!

3. Send a payment link to customers via the platform of your choice

Get paid for goods or services online via our handy payment link. Simply generate one and send it to your customers via email, SMS, WhatsApp, or the social media platform of your choice. Or, customise and send professional Invoices with a nifty payment link. Say goodbye to late payments and hello to a healthy cash flow.

4. Access Yoco Capital

Yoco customers have exclusive access to Yoco Capital – a funding solution designed for entrepreneurs and small businesses. Yoco Capital is a lump sum (the amount of which is based on your unique business performance) that’s paid out to you in exchange for a fixed percentage of your sales. (For more details, head on over to this page.)

5. Expand your fleet of Yoco card machines

Check out all our latest offers, and buy your next card machine straight from the Web App here - it'll already be linked to your profile when it arrives, so you won't need to do any further setup!

6. Get help when you need it

Got a question about a recent payout? Not sure how to facilitate a refund? We’ve got you. Our support team is on standby to help you with the big and little things, so you can get back to business as quickly as possible.

Do I (and my managers) need to log in to the new Yoco Web App from scratch?

You will be required to log in to the new Yoco Web App using the same login detail you and your managers have been using to access Yoco.

Will all my personal and business profile details and settings automatically be transferred onto the new Yoco Web App?

Yes. Everything you can see today is visible in the new Yoco app.

What can the different profile staff permission levels view/do on the new Yoco Web App?

The staff permissions in the new Yoco Web App are the same as before. Visit this article to find out more.

Can I still use the original Yoco Business Portal to manage my business?

The new Yoco Web App will replace the old Yoco Business Portal.

Will I have to pay for using the new Yoco Web App?

No, the new Yoco Web App is available to all business owners for free.

Which devices can I use to access the new Yoco Web App?

The new Yoco Web App is available on mobile and desktop devices.

You can use any device that has internet and access to a web browser. This includes most laptops, desktop computers, smartphones and tablets.

We currently support Android and iOS mobile devices.

Will I have to download the new Web App?

Nope, it works almost exactly like the original Business Portal where you can access it on any device that has a mobile browser and doesn't require download to use. It's called a Web App because it has so much extra functionality! You can go straight there by just visiting this url:

app.yoco.com


The (original) Yoco Mobile App


What is the Yoco Mobile App?

The Yoco Mobile App helps you run and manage your sales from your phone or tablet, no matter where you are, in seconds. Recons are seamless, and creating sales reports are simple, with real-time insights to keep track of how your business is performing. See all your transactions in one place — whether cash, card, mobile, or online.

Do I need to download the Yoco Mobile App?

Yes, the Yoco Mobile App must first be downloaded but it's totally free and quick to install. You can sign up and complete your profile in the Mobile App, and take your selling to the next level.

Where can I get the Yoco Mobile App for download?

Or, simply go into the App Store on the device you want to use, and search for 'Yoco'.

How much data does the Yoco Mobile App need to download?

To download the Mobile App and complete your profile, you'll need access to WiFi or no more than 250MB of data.

Which devices can I use to access the Yoco Mobile App?

The Yoco Mobile App is compatible with Android 6 and iOS 12 (and above) smartphones and tablets:
​Go here for Android
​Go here for IOS
​Go here for Huawei

Minimum software requirements:

For iOS:

  • iPhone 5S (and above)

  • iPod Touch 7th Generation (and above)

  • iPad 5th Generation (and above)


ForAndroid:

  • Android 5 Lollipop (and above)

  • 800x480 screen resolution (and higher)

  • 3G/LTE internet connectivity

  • GPS

  • Bluetooth connectivity

  • 512MB RAM (or more)

How do I download the Yoco Mobile App?

Struggling? Please note that your Android device (phone or tablet) must be running Android 4.4 or above / your Apple device (iPhone, iPod Touch or iPad) must be running iOS 8 or later.


What can I use the Yoco Mobile App for?

Processing and managing your sales is an important part of your business – but it’s far from the only important thing you’re tasked with. The good news is, the Yoco Mobile App can help you with multiple aspects of running a business.

1. See all your transactions in one place – cash, card, mobile, or online.

Whether they’re paying by cash, card, Apple or Google Pay, or online, all your sales are consolidated and reporting together for easy recon and management.

2. Access to Instant Payout

Take control of your cash flow and get your money in minutes with Instant Payout on the Yoco Mobile App. Got your phone on you? Open the Yoco Mobile App and go to ‘View Payouts’ on the home screen. Follow the prompts to get your cash in a snap.

3. Access Yoco Capital

Yoco Capital is a fast, flexible cash advance for our customers. Eligible merchants can check for Capital offers in-app, paid back via a small percentage of future transactions.

4. Catalogue and sort multiple product types

Create your own product catalogue on the Yoco Mobile App, streamlining your billing and checkout as well as giving you insights into performance. Sort products by category (for example: homeware, apparel, kids etc.), by brand (Portia’s Porcelain Creations, Hannah’s Hand Knits, Kiddidinks Komforters), and by variant like size and type (small, red, velvet, etc.).

5. Keep on top of your stock and inventory

Add and manage your products, categorise them via brand and variables (like size, or flavour), to find what you need, when you need it. Set up low stock alerts from the Business Portal to keep on top of managing your inventory.

6. See your entire sales history

Keep track of your sales by viewing your entire sales history. View the details of each transaction, including the date and time, the item sold, the method of payment, and the amount of VAT paid. Here, you can also add a custom note, refund a payment, or re-send a receipt.

7. Add or manage staff

Easily add multiple staff members to the App, enabling them to perform transactions, but safeguarding sensitive info like your bank details or logins, by assigning access according to seniority. Staff require a custom PIN to access the Mobile App, so you don’t have to worry about data security should something happen to their phone.

8. Send receipts by email or SMS

Save paper and the planet by SMSing or emailing receipts. Or, if you want to kick it old school and print out an invoice, you can connect to your printer via Bluetooth. All from the Mobile App in the palm of your hand.

The Yoco online store offers a wide variety of accessories for your card machines, such as charging stands and pouches; and also hardware options for your business, like iPad and Tablet stands, cash drawers, and Bluetooth receipt printers. Visit our online store here.

9. Access live support

Help is at hand. Our (real life) support staff are standing by and ready to help you with all App-related queries via our super handy live chat feature in-app.

10. Send free Payment Links and Invoices

That’s right! Give your customers the opportunity to conveniently click to pay you (faster) online, when you create and send secure Yoco Links or professional Invoices right from the Yoco Mobile App, totally for free. All you pay is the standard transaction fee. I’d bet you didn’t know the Yoco Mobile App could get you paid too.

Which Yoco card machines integrate with the Yoco Mobile App?

The Yoco Neo Touch now also seamlessly integrates with Yoco Mobile App, as the perfect countertop solution for your business. The Yoco Go and Neo (Plus) card machines are able to integrate with the Yoco Mobile App via bluetooth. The Yoco Khumo card machines are standalone and do not process transactions by using the Yoco Mobile App (yet).

What do standalone Yoco card machines use the Yoco Mobile App for?

Standalone card machines, like the Yoco Khumo and Neo Touch (when used on its own), don't use the Yoco Mobile App as a Point of Sale (they have their own, already built-in) but it's still the home for all your profile details and where you can securely manage your business and transactions, and access tools like Instant Payouts and Yoco Capital.



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