Neo Touch: Trade
Updated this week

Using the Neo Touch on its own


Take Payments (without a POS)

Activate Sales Tools

Press on sales tools and tap on the toggle for Cash Sales, Tips or Staff switching.

Note: You must be a business owner on the Yoco profile linked to the card machine, to be able to turn on Staff Switching. Only user profiles with permission to manage staff (admin, supervisor, manager etc.) are able to turn off staff switching. Learn more about user permission settings here.

Create a new sale

Press "New sale" and enter the bill amount.

Add a note?

Optional: Tap on "Add note" and add a note like a customer’s name or invoice number, so you can find this sale more easily in your history later.

Finalise the sale

Press the blue tick button and choose "Card" as payment method.

Get a tip?

Add a % of the bill or custom amount, and tap "Pay".

Take a card payment

Your customer can tap or insert their card to make payment.

Send a receipt

Send a receipt via SMS or email, or press "Done".

Record a cash sale

Press the blue tick button and choose "Cash" as payment method.

Enter how much you received, and your Neo Touch will tell you how much change to give.

Switch staff/users

When staff switching is enabled on your device you’ll be able to switch between staff members to take a sale. This can be done on the home screen, new sale screen or the history screen.

Switch to another Staff member using a PIN

  1. Tap the current user ellipse to switch staff members.

  2. On the following roll-up screen, select the staff member that you wish to switch to.

  3. If you have a PIN enabled, you’ll be required to enter the PIN for the staff member that you’re switching to.

  4. You’ll now use the new staff member’s profile to accept payments on your Neo Touch.

Switch to another Staff member using a password

  1. Tap the current user ellipse to switch staff members.

  2. On the following roll-up screen, select the staff member that you wish to switch to.

  3. If you don’t have a PIN enabled, a screen will be presented initially with details on how to setup a PIN via a QR-Code.

  4. Select the “Continue with password” option if you don’t wish to set a PIN instead.

  5. Enter the password for the staff member you wish to switch to.

  6. You’ll now use the new staff member’s profile to accept payments on your Neo Touch.

Refunds (without a POS)

View sales history

Press "History" to see all your sales details, cash or card.

Do a refund (without staff)

Find the sale you want to refund in your history and tap on it, select 'refund', and enter the refund PIN we'll have sent to your phone.

Choose the reason for the refund for your own reference - this won't be displayed on your refund receipt, only in your Yoco sales history.

Please note, refunds can't be undone once they've been processed on your card machine.

Record a cash refund (without staff)

Find the cash sale you want to refund in your history and tap on it, select ‘refund’, and enter the refund PIN we’ll have sent to your phone.

Choose the reason for the refund for your own reference. Hand the cash refund to your customer.

Request a refund via staff PIN

When staff switching is enabled on your Neo Touch, and you have the permission to request a refund (admin, manager, supervisor, custom role etc), you'll be able to refund an approved transaction.

Note: A staff member is also able to refund their own last successful sale.

How to request a refund:

  1. Go to your sales history on your Neo Touch.

  2. Select a successful sale to refund.

  3. Select “Refund” in the transaction detail screen.

  4. Enter your PIN to do the refund.

  5. Select a reason for the refund - this won't be displayed on your refund receipt, and is only for your reference, recorded in your Yoco sales history.

  6. Once the refund is complete (approved and processed), the transaction will be marked as “Refunded” in your sales history.



Using the Neo Touch with Yoco POS


Take payments with Neo Touch and Yoco POS

Create a new sale on Yoco POS


Tap the “Sell” button and enter an amount over R2.

Add products to the bill on Yoco POS?

Select the products you'd like to add to the bill.

Add a discount to the bill on Yoco POS?

  1. Tap the icon with three dots surrounded by a circle on the far right of your screen.

2. Select "Discount", and enter the percentage discount you'd like applied.

Finalise the sale on Yoco POS

Click on the blue "Charge" button.

Split the bill on Yoco POS?

1. Select the "Split bill" button just underneath the bill total.

2. To add the first partial payment of the bill total, tap "Add payment".

3. Enter the first payment amount and tap the blue "Pay" button.

4. You'll now be prompted to take payment on your Neo Touch, after which you'll also have the option to send your customer a receipt.

5. Back on the Yoco POS, you'll see the first payment reflected in your split bill breakdown. Next, tap "Add payment" to process the next partial payment of the bill total.

6. All your split bill payments will be reflected in the Yoco POS. When you're done, simply tap on "Close bill".

Get a tip on Neo Touch?

Add a % of the bill or custom amount, and tap "Pay".

Take a card payment on Neo Touch

Your customer can tap or insert their card to make payment.

Send a receipt on Neo Touch

Send a receipt via SMS or email, or press "Done".

Record a cash sale on Yoco POS

1. Tap the “Sell” button and enter an amount over R2, and finalise the sale by tapping on "Charge".

2. Choose "Cash" as your payment type.

3. Enter the amount of cash received.


4. If you receive more cash than the bill total, you'll get the option to enter a tip amount. You'll also be told how much change is due.

Switch staff/users on Yoco POS

  1. When you or your staff member is on the lock screen of the Yoco App, select the “lock” button in the top right corner to lock the Point of Sale.

  2. Select any staff member's name to then log in as them, using their PIN.

Refunds with Yoco POS

Do a refund on Yoco POS (tablet)

  1. View your sales history on Yoco POS by tapping the "History" button, and select the sale you'd like to refund from the list.

  2. Select the little icon with three dots surrounded by a circle, at the bottom right of the payment details.

  3. Hit "Refund".

  4. Enter your customer's email address or phone number, so they can receive a notification about their refund.

  5. Choose a reason for the refund from the list of drop-down options.

    Note: The reason for the refund is only recorded in your own sales history, and is not shared with your customer on their refund receipt.

  6. Tap "Refund".

    Note: Refunds can't be undone after this point in the process, please double check that you're sure you'd like to continue.

  7. Once a sale has been refunded on Yoco POS, it'll also be reflected in your sales history and sale details.

Do a refund on Yoco Portal (any device with a web browser)

  1. Log in to the Yoco Business Portal using your Yoco email address/mobile number and password here.

  2. View your sales history on the Yoco Portal by selecting "Sales and Refunds" from the tab of options on the left side of the screen, followed by "History".

  3. Select the sale you'd like to refund from the list, and tap on the red "Refund" button on the top right of the screen.


  4. You'll be asked to select a reason for the refund from the list of options, as well as entering your Yoco password for security.


    Note: The reason for the refund is only recorded in your own sales history, and is not shared with your customer on their refund receipt.

  5. Finalise the refund, by selecting the green "Refund" button.

    Note: Refunds can't be undone after this point in the process, please double check that you're sure you'd like to continue.

  6. The refund will now be reflected in your Yoco sales history (and on Yoco POS).



Using the Neo Touch with Lightspeed Restaurant K-Series POS


Take payments with Neo Touch and Lightspeed K-Series POS

Create a new sale on Lightspeed K-Series POS

Add items to your bill before getting ready to finalise for payment.

Split the bill on Lightspeed K-Series POS?

Finalise the sale on Lightspeed K-Series POS

1. Hit the "Pay" button at the bottom of your bill.

2. Select "Yoco" and confirm the bill amount by hitting "Pay".

Get a tip on Neo Touch?

Add a % of the bill or custom amount, and tap "Pay".

Take a card payment on Neo Touch

Your customer can tap or insert their card to make payment.

Note: Your customers will get Lightspeed receipts, so if your Restaurant K-Series POS has a printer, you'll also be able to print your receipts.

Do a refund on Lightspeed K-Series POS

  1. Go to your sales history in the Lightspeed K-Series POS, and select the sale you want to refund.

  2. Tap the green block icon with nine white blocks inside, and choose to "Void" the bill.

  3. Confirm the receipt void.

  4. Choose a reason for the void (refund) from the list.

  5. To refund the payment, enter your Yoco login username (email address) and password.

    More about Lightspeed Refunds.



Using the Neo Touch with Lightspeed Retail X-Series POS


Take payments with Neo Touch and Lightspeed X-Series POS

Finalise the sale on Lightspeed X-Series POS

Select "Yoco" to settle the bill.

Take a card payment on your Neo Touch

Your customer can tap or insert their card to make payment.

Note: Your customers will get Lightspeed receipts, so if your Retail X-Series POS has a printer, you'll also be able to print your receipts.

Record a cash sale on Lightspeed X-Series POS

Cash management is a menu item in the main menu, and with the required permissions, you're able to add float amounts and record any cash in or out on your Lightspeed Retail X-Series POS.

Learn more about cash management with Lightspeed here.

Do a refund/return on Lightspeed Retail X-Series POS

Switching registers or stores on Retail X-Series POS



Using the Neo Touch with Loyverse POS


Take payments with Neo Touch and Loyverse POS

Create a sale on Loyverse POS

Create a new sale on your Loyverse POS, by selecting "Sales" from the menu and adding items to your bill.

Finalise the sale on Loyverse POS

  1. Press "Charge", and choose to add a tip if you like.

  2. Select "Yoco" as your payment method, and press "Charge" again at the bottom of the screen.

Take a card payment on your Neo Touch

Your customer can tap or insert their card to make payment.

Send a receipt from Loyverse POS

Send a receipt via SMS or email, or press "Done" on POS.

  • After a payment is made, the option will appear to enter an email address and send a receipt.

  • This screen is active until you press "Continue" - you can send as many receipts as you like.

Record a cash sale on Loyverse POS

To use cash sales in your Loyverse POS, first add it as a payment type.

After pressing "Charge", select "Cash" as your payment method and enter the amount you've received.

Do a refund/return on Loyverse POS

You'll need to process refunds from your Loyverse POS, even when payment for the original bill was made with Yoco.

  1. Select "Receipts" from your Loyverse POS main menu, and choose the sale you'd like to refund. (You can search by receipt number).

  2. When you click on the sale, you'll see the option to do a refund in the top right corner of the screen.

  3. After clicking on "Refund", the receipt will open up and you can select which item(s) to refund.

  4. You'll then need to log in with your Yoco credentials in order to process the refund.



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