In the new Yoco Mobile/Web App here, you're able to create a database of your customers. At present, the customer functionality is limited to use within Yoco Invoices, but will be rolled out to other products soon! 🎉
To find your saved list of customers, add a new customer or edit an existing customer, navigate to the Manage tab and click on the Customers tile/widget.
If you have no customers in your list, you'll be prompted to add a new customer. If you have customers in your list already, the list will appear under Customers.
Each time you send a Yoco Invoice to a new customer, we’ll automatically save their invoicing details for future convenience.
Manage your Customers List
You can view, add, or edit all your Customers in the Yoco Mobile/Web App here - go to the Manage tab in the left hand menu, and select the Customers tile.
Here, you'll be presented with a list of all your previously saved customers.
Add a new customer
You can easily save a new customer's details by selecting the + New customer button at the top right of the screen.
💡 Note: When adding a new customer, you must add at least their phone number or their email address to proceed (you can add both to make your customer database more rich and useful over time). You can also optionally add their physical address, company name or VAT number at this stage.
Complete the process by clicking the Add customer button at the bottom of this screen.
Search for your Customer
You can use the search bar in your Customers list page to search for a specific customer.
Edit a customer's details
To edit the details of an existing customer, select the customer you wish to edit and a new screen will open, showing you the customer’s information.
Click the pencil icon in the top right corner of this screen and you'll be able to edit the following information:
Customer name
Contact details (phone number and email)
Physical address
Company name
VAT number
Delete a customer from your list
To delete an existing customer, select the customer you wish to remove and a new screen will open, showing you the customer’s information.
Click the pencil icon in the top right corner of this screen and you’ll be able to delete the customer from this screen by clicking on the Delete customer button with the red trashcan icon.
💡 You’ll need to confirm before the removal will be finalised.
See all your Invoices by customer
All your Yoco Invoices, no matter their status, live in the Invoices page in the Sales tab of the Yoco Mobile/Web App here.
Select the Your invoices tile to open up a comprehensive list with all your invoices.
If you’re looking for a specific customer with an invoice of a particular status, the list can also be filtered according to Invoice status:
Paid
Unpaid
Overview
Draft
You can also use the search bar, to type in your customer’s name, which will show a list of only that customer’s invoices. You can download this by clicking on the download icon.
Choose which format you’d like to export your invoice report into, and allow access to your device.
You’ll find the file in your Downloads folder on your device - double click to open it and access the report details as you wish.