Yoco

Yoco App: Run and Grow Your Business

Yoco is a comprehensive business management application designed for entrepreneurs. The app integrates seamlessly with Yoco's card readers and online payment tools, providing a centralized platform to track sales, manage operations, and analyze performance. Business owners use the Yoco app to consolidate all transaction data, from in-person card payments to digital invoices, offering a clear and immediate view of their financial health. This functionality makes the Yoco app essential for anyone seeking to streamline their daily administrative tasks and leverage data-driven insights to grow their venture efficiently and confidently.

Centralized Business Hub Dashboard

The app’s Hub serves as the command center. Upon launching the Yoco app, users are greeted with an overview of their business performance. This dashboard displays key metrics like daily revenue, popular products, and staff sales summaries. Owners interact with this feature by simply opening the app to instantly gauge business health without navigating through menus. This immediate access to critical data allows for quick, informed decisions, making the Yoco hub an indispensable tool for monitoring operations on the go.

Comprehensive Sales History Tracking

This function provides a detailed record of every transaction. Users can review their complete sales history within the Yoco app, filtering results by date, payment type, or staff member. They perform searches for specific transactions or export data for external analysis. This meticulous tracking helps owners identify sales trends, reconcile daily takings, and resolve customer queries quickly. The Yoco system automatically logs each sale from connected card machines and online payment links, creating a unified and accurate financial record.

Dynamic Payment Link and Invoice Management

Yoco enables users to create and send digital payment requests directly from their mobile device. To issue an invoice, a user selects the relevant customer from their list, adds the items or services, and sends a secure link via SMS or email. They can then track the invoice status within the app, seeing when it is viewed and paid. This Yoco feature streamlines receiving payments for remote orders or services, reducing administrative overhead and accelerating cash flow.

Real-Time Payout and Cash Flow Monitoring

Users gain full visibility over their finances with the payout section. The Yoco app details all settled (paid) and pending transactions, showing exactly what funds are on the way to their bank account. For immediate access to earnings, users can activate Instant Payouts for eligible sales, receiving up to a daily limit in their bank account swiftly. This Yoco functionality provides crucial clarity on business liquidity, helping owners manage their budgets and operational expenses with confidence.

Product Catalogue and Stock Management

Businesses can maintain their entire inventory within the app. Users update their product catalogue by adding new items, editing prices, or marking products as out of stock. This catalogue syncs across all Yoco Point of Sale platforms, ensuring consistency whether a sale is made in-store or via a payment link. The ability to manage inventory on the fly prevents selling unavailable items and helps keep the menu current, making Yoco a vital tool for stock control.

Staff Management and Access Control

This feature allows owners to delegate tasks securely. Through the Yoco app, administrators can invite team members, assign them unique PINs for logging into the POS system, and set individual permissions. They can view sales performance by staff member, helping with performance reviews and accountability. By controlling access levels, the business owner ensures team members have the tools they need without compromising sensitive financial data, enhancing both security and operational efficiency within the Yoco ecosystem.