Once you've signed up with Yoco and completed your Yoco profile, the details you've provided are stored in the Settings tab in the Yoco App (mobile or web).
⭐ Top tip: You'll find your Settings tab at the bottom of the menu in the Yoco Web App, or in the top right corner of the Yoco Mobile App.
The Settings tab is divided into five sections that you can access directly by using the tabs below your business name.
1. Business details
Plans
Select the Plans tile/widget in the Settings tab to:
Check which Yoco Plan you're on.
View the fees for your Yoco Plan, including in-person and online transaction fees, and subscription fees.
Upgrade/downgrade your Yoco Plan – select the Manage your plan link under your current Yoco Plan name to explore your options. Click here for a step-by-step guide to changing your plan.
Click here to learn more about Yoco Plans and fees.
Business details
✨ Please note:
Updating your business details is always password protected.
Information may need to be verified before changes can be reflected.
Greyed out details require extra verification and can only be changed by contacting Yoco Support.
From the Business details tile/widget in the Settings tab, you can change your:
Basic details (like your logo, mobile number, business email, business website, VAT number, and default tax)
Trading address
Social media handles
💡 Good to know: For best results, upload your logo in JPEG or PNG format. Keep it square or as close to square as possible, and at least 500x500 pixels in size.
Click here for a step-by-step guide to changing your business details.
Communication preferences
Select the Communication preferences tile/widget in the Settings tab to manage how Yoco communicates with you and your staff and to add or edit who receives your Yoco reports.
Click here to learn how to set up or change your communication preferences.
Trading hours
Select the Trading hours tile/widget in the Settings tab to customise your trading hours for clearer reporting. Choose between 12am–12am and 5am–5am.
Locations
Select the Locations tile/widget in the Settings tab to add new locations for your business, and to manage your existing locations.
Please note: The Locations feature is only available on our Plus Plan and Pro Plan. Click here to find out how you can upgrade and downgrade your Yoco Plan.
Click here to find out all about the Locations feature.
2. Personal details
Personal details
Please note:
Updating your personal settings is always password protected.
Information may need to be verified before changes can be reflected.
Greyed out details require extra verification and can only be changed by contacting Yoco Support via our in-app chat.
From the Personal details tile/widget in the Settings tab you can change your:
Personal details: Mobile number and email address linked to your Yoco profile.
Communication preferences: Who receives your Sales reports, Tax invoices, and Stock alerts, and how often they receive them.
Need to change your personal details?
Click here for a guide to updating your mobile number and email address.
Click here for a guide to managing your communication preferences.
Reset password
Your Yoco password is used to log in to the Yoco App (mobile or web), Yoco POS App, Yoco Counter, and your Yoco card machines.
Need to change your password? Click here for a step-by-step guide.
3. Money
Bank details
Select the Bank details tile/widget in the Settings tab to view or change the details of the bank account linked to your Yoco profile and into which your Yoco payouts are made.
💡 Good to know: Changes to bank details must be verified before they will reflect in the Yoco App (mobile or web). Please allow at least 48 hours for verification (and check your inbox) before contacting Yoco Support via our in-app chat.
In certain instances, additional documentation may be requested to verify your bank details. This could result in longer verification times.
Need to change your bank details? Follow our simple step-by-step guide.
Tax invoices
Select the Tax invoices tile/widget in the Settings tab to view and download your monthly tax invoices from Yoco. These tax invoices include a breakdown of all your sales, payouts and fees.
Statements
Select the Statements tile/widget in the Settings tab to view and download your monthly statements from Yoco.
4. Sales
Card machines
Select the Card machines tile/widget in the Settings tab to manage the Yoco card machine(s) linked to your profile, or to buy a new one.
Need to add, remove or buy a Yoco card machine from your business profile? Click here to find out how.
Payment methods
Select the Payment methods tile/widget in the Settings tab to choose or change the payment methods your customers can use when buying from your business. These payment methods are recorded in your Sales history.
💡 Good to know: Card and payment link are 'always on' as payment methods – you don't need to activate them in the Yoco App (mobile or web).
Click here to find out more about managing your payment methods. Any changes you make to your payment methods in the Yoco App (mobile or web) will immediately be applied to all your Yoco card machines, and/or the Yoco POS App.
💡 How the cash toggle works
The cash toggle in the Yoco App (mobile or web) lets you turn cash payments on or off for your whole business – and whatever you choose applies across all your devices.
→ When cash is toggled ON in the Yoco App
Cash appears as a payment method at checkout on your point of sale (Counter or a tablet running the Yoco POS APP) and card machines (Khumo, Khumo 2, Khumo Print, Khumo Print 2, Neo Touch).
You can still turn cash off and on as a payment method on any of your card machines.
→ When cash is toggled OFF in the Yoco App
Cash won't show as a payment method at checkout on your POS (Counter or a tablet running the Yoco POS APP) or card machines (Khumo, Khumo 2, Khumo Print, Khumo Print 2, Neo Touch).
You can't override this setting on your card machines.
Please note:
Cash can only be enabled as a payment method by staff members with the 'Manage business settings' permission selected in their profile. Click here to find out about managing staff profiles and permissions.
Receipt settings
The Yoco receipt you send your customers after a successful payment displays your logo, basic business details, bank details, and social media handles. The Receipt settings tile/widget in the Settings tab lets you preview your receipt and customise some of your receipt settings.
Find out how you can customise your Yoco receipts – and update them whenever you like.
Tip settings
Select the Tip settings tile/widget in the Settings tab to manage how your business accepts tips from customers.
💡 Good to know: Whichever tip setting you choose will be applied to all of your Yoco card machines and/or the Yoco POS App.
5. More
Get help
Select the Get help tile/widget in the Settings tab, or the blue chat icon in the bottom right corner of your screen, to chat to a Yoco human for fast answers.
Terms & conditions
Select the Terms and conditions tile/widget in the Settings tab to view our official and legal documents, including our Merchant T&Cs, card machine and SIM card policy, Privacy T&Cs, and more.
Platform status
Select the Platform status tile/widget in the Settings tab for real-time notifications on any changes relating to our platform.
Legal
Select the Legal tile/widget in the Settings tab to view Yoco's:
Delete my account
Select the Delete my account tile/widget in the Settings tab to find out how you can delete your Yoco account.
Click here to find out more about deactivating your Yoco profile.
Log out
Select the Log out button in the top right corner of the Settings tab to log out of your Yoco profile. This ensures that your profile remains secure and that it can only be accessed if you, or a staff member, logs back in.
Refer a friend
Select the Refer a friend tile/widget in the Settings tab to view your list of referrals, copy your referral link, or download your referral QR code and earn rewards.
Click here to find out how you can Refer a Friend to Yoco.
Need more help?
Start a conversation with a Yoco Support consultant via our in-app chat.