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.
✔️ 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 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
The Yoco App (mobile or web) has six sections (select a link below to skip ahead to your preferred section):
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 shows which areas of the app you visit most, 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.
📈 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.
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.
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, 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
View all previous payouts, including Instant Payouts.
Request an Instant Payout by selecting the + Instant Payout button.
Download your payout reports.
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.
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.
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
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
Create your product catalogue.
Add/remove products from your product catalogue.
Set up stock tracking.
View your product report.
✨ Find out more about creating and managing your product catalogue here.
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.
Card machines
From the Card machines widget/tile 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 – follow our step-by-step guide here.
Locations
Add multiple locations to your profile.
Please note: The Locations feature is only available on our Accelerate Plan. Click here to find out about the many benefits of this plan, and how you can upgrade.
✨ Click here to find out all about Locations.
Xero integration
Explore the benefits of the Yoco & Xero integration.
Book a 1:1 support call with an expert from professional accounting software integration provider, Amaka, who will help you set up or improve your integration.
Please note: The Xero integration is only available on our Accelerate Plan. Click here to find out about the many benefits of this plan, and how you can upgrade.
✨ Find out more about the Xero integration here.
QuickBooks integration
From the QuickBooks widget/tile in the Manage tab, you can:
Explore the benefits of the Yoco & QuickBooks integration.
Book a 1:1 support call with an expert from professional accounting software integration provider, Amaka, who will help you set up or improve your integration.
Please note: The QuickBooks integration is only available on our Accelerate Plan. Click here to find out about the many benefits of this plan, and how you can upgrade.
✨ Find out more about the QuickBooks integration here.
Sage integration
Explore the benefits of the Yoco & Sage integration.
Book a 1:1 support call with an expert from professional accounting software integration provider, Amaka, who will help you set up or improve your integration.
Please note: The Sage integration is only available on our Accelerate Plan. Click here to find out about the many benefits of this plan, and how you can upgrade.
✨ Find out more about the Sage integration here.
5. Business settings
The Business settings section centralises the settings for your business.
To find your Business settings, 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 this section of the Yoco App you can:
View the fees related to your Yoco Plan, and update/downgrade your Plan.
Edit your business information including your logo, social media accounts and trading information.
Update your bank details.
Update your communication preferences.
Edit your receipt settings.
Edit your tip settings.
Update your payment methods.
Buy a new card machine, add a card machine to your profile, remove a card machine from your profile.
View your referrals.
View and download tax invoices and statements from Yoco.
Customise your trading hours to enable clearer reporting.
Add multiple locations to your Yoco profile.
Please note: The Locations feature is only available on our Accelerate Plan. Click here to find out about the many benefits of this plan, and how you can upgrade.
✨ 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 find your Personal settings, select your name or the initials icon in the top left 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
View our Terms & Conditions
Log out
✨ Click here to find out more about your Personal settings – how to use them, update them, and more.