I would like yoco to add an option to insert a reference number for a payment so that it reflects on my bank statement.
Armand Cronjé
Yes this will be very helpful!
Choosing your own reference to reflect on your bank statements and not "YOCO YOCO 1234"
Munawwar Tayob
Hi Beetle Bayley,
I've popped you an email to discuss this but for anyone else that's interested:
If you export your sales history and group the sales from 7p.m. to 7p.m. - the totals are the amounts that you see in your bank statements. You could then assign an amount on your bank statement to a list if receipt numbers on the export. Unfortunately, because we send out a bulk payment for the day's sales and not for every individual sale (you can imagine how crazy this would get for someone like a coffee shop), your bank statement will only have a reference for that bulk payment from Yoco.
We hosted a webinar (28min) where one of our merchants shared how he used his reports to do exactly this, check it out: https://www.youtube.com/watch?v=IICRxOhIRfM&feature=youtu.be
Beetle Bayley
Munawwar Tayob: Thanks for the response. I have already found a suplier with a device that can receive payments with the option of a reference number (which would also be the invoice number). This predicament has caused me to do some research into POS devices as well as customer needs and has lead me to a decision to start my own POS device company. So the money spent on the device was not a total loss after all.