Dive into your business
Make month-end simpler with Yoco Portal: your free business management tool. Track sales trends, manage invoices and stay on top of business performance.
Open Portal
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Track and compare sales trends
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Start transacting with a Yoco card machine or online product.
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Use Portal’s dashboards to track and compare sales trends.
Your business at your fingertips
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Comprehensive sales dashboard
Track sales by day, week or month. Get a sales snapshots or a full history. See average sale amounts and the average number of items per sale.
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Manage product inventory
Add or remove products to your inventory list. Edit product price, category and descriptions. Enable stock tracking, or create product variants.
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Check your Capital offer
Eligible Yoco merchants can get a fast, flexible cash advance to reinvest in their business. Check the ‘Capital’ tab in Portal to see whether you have an offer pending.
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Untangle the numbers
Compare daily, weekly and monthly sales
Get the info you need to make smarter decisions and grow your business.
Download statements with a click
Portal makes light work managing your finances, for you or your accountant.
Get detailed views on peak times
Know when you need more hands on deck, and when you can slow down a bit.
Find time and space to focus
At the end of the week or month, dive into Yoco Portal. Check your sales history, download monthly invoices and find new opportunities to grow.
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Set up online payments
Get free access to Yoco Gateway, our eCommerce integration for WooCommerce, Wix and Shopify stores. Click the ‘Sell Online’ tab in Portal to start getting set up.
What else can I do with Portal?
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Buy card
machines
Sales flying and need another card machine? Simply click the ‘Buy card machines’ tab in Portal and order the one you need.
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Send and
track invoices
Got to the end of the month and a customer hasn’t paid you? Create a digital invoice and email or SMS it to them from Portal.
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Edit your
business info
Click the ‘Profile’ tab in Portal to update your email address, phone number and staff details, or change your password.
Yoco Portal FAQs
Visit Help Centre01
What information can I find in the Yoco Portal?
Performance dashboards, your entire sales history, your most popular products and more.
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Do I have to pay for the Yoco Portal?
No. It’s free with any Yoco card machine or online payment tool.
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What else can I do on the Yoco Portal?
Send invoices, create Yoco Links to send to your customers to accept online card payments, issue Yoco Vouchers and more.
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How is the Portal different from the App?
The App is made for your phone. Portal is made for your computer. All that extra screen space means you can see much more detailed dashboards and reports on your Portal.