Managing Your Store


How to add custom payment methods


Custom payment methods allow your business to keep track of the multiple ways to pay for goods, products or services. Whether you accept EFTs, SnapScan or Gift Vouchers, you can add these payment methods to bring better control to the money moving through your business.

  IMPORTANT: Only the default Card payment method will process card transactions with your Yoco card reader. Any custom payment methods won't be authorised and processed through Yoco, but rather just recorded in your Yoco app sales history. 

How to set up custom payment methods

You can set up custom payment methods in the Yoco app or in your Business Portal:

Yoco App  Business Portal 

  1. Log in to the Yoco app
  2. Select Menu, from the navigation bar at the bottom
  3. Select Settings
  4. Select Point of Sale
  5. To add a custom payment method, select Add Payment Method.

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    You'll have Card and Cash set up as default payment methods already.
  6. Give your custom payment method a name, choose any icon from the options provided, and select Add.

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  Please note that adding a custom payment method is purely there to keep a record of these types of sales. When making a sale and selecting any of your custom payment methods (e.g. SnapScan from the example above), the payment won't be processed or authorised through Yoco or any other platform, but rather a record of this sale will be created and available in your sales history.

How to edit custom payment methods


Once you've set up all your custom payment methods, you can easily edit them, or even delete them. Here's how:

Yoco App  Business Portal 

  1. Log in to the Yoco app
  2. Select Menu, from the navigation bar at the bottom
  3. Select Settings
  4. Select Point of Sale
  5. Scroll down to Custom payment methods, and select the payment method that you'd like to edit.

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  6. Make your edits (Icon and Name), and then select Save.

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    If you'd like to delete a payment method, select Delete, and then again Delete on the pop-up.

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