Ready to start accepting sales with your Yoco Go or Neo Touch card machine now that you’ve paired it with the Yoco POS App? Let’s take a closer look at how you can do that, and a lot more.

✨ Haven’t connected your card machine to the Yoco POS App yet? Follow our step-by-step guide here.

Download the Yoco POS App

How to complete a card payment

Log in to the Yoco POS App using the same email address, mobile number and password you created during your Yoco sign-up.
Select the Sell tab at the bottom of the screen. If you’re using the Yoco POS App on your mobile, the Sell tab is your home page.
Use the keypad to enter the total amount for the sale or to add products from your product catalogue to the bill – this is great for tracking product performance and detailed reporting. If you haven't created a product catalogue yet, follow our step-by-step guide here.
If you’re using the Yoco POS App on a tablet, go straight to step 5. If you’re using the Yoco POS App on your mobile, tap the blue cart icon and wait for the New sale page to open.
Tap the blue Charge button at the bottom of the screen.
Select Card as the payment method.
Ask your customer to tap, insert or swipe their card and enter their PIN on the keypad.
If you would like a receipt, select Send Receipt.
Enter your customer’s email address or mobile number and select Send.
To complete the transaction, select Done.

✨ Top tip: The best way to get familiar with the Yoco POS App is to complete a test transaction. Simply enter a minimum of R2.00 and tap your card machine with your own card when prompted.

💡Good to know: You’ll receive your first payout from Yoco when you have a minimum balance of R10.

✨ Looking for a superior POS experience for your business? Yoco Counter is a powerful, easy-to-operate POS system that integrates hardware, software (the Yoco POS App is pre-installed), and payments into one simple solution. Find out what it can do for your business here.

Add a sales note to your transaction

When you’re making a sale in the Yoco POS App, you have the option of adding a sales note (e.g., an invoice number or your customer’s name) when you enter the transaction amount.

Tablet

Once you’ve created a new sale in the Yoco POS App on your tablet, tap the arrow to the right of the individual line item and select Add note.
Enter a note so that you can easily find the sale in your sales history.

Mobile

Once you’ve created a new sale in the Yoco POS App on your mobile, tap the + Add note button in the top left corner of the New sale page.
Enter a note so that you can easily find the sale in your sales history.

How to record a cash sale

Cash payments will reflect in your POS App History for record-keeping and reporting purposes only – they won’t integrate with external payment providers directly.

Open the Yoco POS App.
Create a new sale by adding an amount manually (it must be more than R2.00), or by adding items from your product catalogue.
If you’re using the Yoco POS App on a tablet, go straight to step 4. If you’re using the Yoco POS App on your mobile, tap the blue cart icon and wait for the New sale page to open up.
Tap the blue Charge button at the bottom of the New sale page.
Choose Cash as the payment method on the pop-up page.
Enter the amount of cash the customer has given you.
Tap the blue Pay button.
If the customer hands you more cash than the bill total, the change owed will be displayed on screen. You’ll also have the option to enter a tip amount.
Enter the tip amount (if applicable) and tap Set tip.
The change owed to the customer will now be displayed less the tip amount.
Tap Done to complete the sale.

✨ Have you activated other payment methods? You can enable several other payment methods like QR code, EFT, online and gift cards in the Yoco App (mobile or web) for record-keeping and reporting purposes only. These payment methods will display next to the card and cash options in the Yoco POS App. Click here to find out how you can add and manage other payment methods.

How to complete a sale with a payment link

A payment link is a secure URL that allows customers to pay online using their preferred payment method. Here’s how you can to close a bill with a Yoco payment link.

Once you've created a new sale by adding an amount or products, tap the Charge button and select Payment Link as the payment method.
Enter your customer’s name by tapping the Set customer name button.
Select the method (QR code, WhatsApp, email etc.) that you’ll be using to share the payment link, then tap the blue Done button to complete the sale.

✨ Click here to find out how you can share, reshare, delete and manage your payment links on the Yoco POS App.

Online vouchers

An online voucher is the perfect way for customers to introduce your business to their family and friends. Start selling vouchers from your online voucher page today and give your business an added boost.

✨ Click here for a step-by-step guide to creating, sending and completing online vouchers from the Yoco POS App.

Split payments

With the Yoco POS App, you can split card and cash payments so that your customers can pay separately for one bill.

How to split a payment

Open the Yoco POS App.
Create a new sale by adding an amount manually (it must be more than R2.00), or by adding items from your product catalogue.
If you’re using the Yoco POS App on a tablet, go straight to step 4. If you’re using the Yoco POS App on your mobile, tap the blue cart icon in the bottom right corner of the screen and wait for the New sale page to open.
Tap the blue Charge button at the bottom of the screen.
Tap the Split bill button just below the bill total.
To add the first partial payment of the bill total, tap the Add payment button.
Select the first payment method.
Enter the first amount to be paid and tap the blue Add Payment button.
If you select Card as the payment type, you'll be prompted to take payment on your card machine. You’ll also have the option to add a tip if you’ve enabled this feature via the Tip settings tile in the Yoco App (mobile or web).
Once your customer has paid, you have the option to send them a receipt via email or SMS.
As soon as you tap the blue Done button, you’ll be able to see the first payment reflected in your split bill breakdown on the Yoco POS App.
Tap the blue Add payment button to process the next partial payment of the bill total.
Once all payments are made, tap the Close bill button to complete the transaction.

✨ Split payment interrupted? Don't worry, simply save the order and come back to it later.

Discounts

It’s easy to give your customers a discount on their total order, or individual items, when you’re using the Yoco POS App on your tablet/mobile.

How to discount an order total

Open the Yoco POS App.
Create a new sale by adding an amount manually (it must be more than R2.00).
If you’re using the Yoco POS App on a tablet, go straight to step 4. If you’re using the Yoco POS App on your mobile, tap the blue cart icon in the bottom right corner of the screen and wait for the New sale page to open.
Tap the + (plus) sign next to Discount at the bottom of the New sale screen.
Choose a set discount of 2.5%, 5% or 10% discount OR tap the Custom tile to enter a custom amount or percentage.
Tap the blue Apply discount button.
Tap the blue Charge button to complete the sale.

How to discount individual items

Open the Yoco POS App.
Create a new sale by adding an amount manually (it must be more than R2.00).
If you’re using the Yoco POS App on a tablet, go straight to step 4. If you’re using the Yoco POS App on your mobile, tap the blue cart icon in the bottom right corner of the screen and wait for the New sale page to open up.
Tap the arrow to the right of the item you want to discount.
Tap the Add discount option from the dropdown menu.
Choose a set discount of 2.5%, 5% or 10% discount, or tap the Custom tile to enter a custom amount or percentage.
Tap the blue Apply discount button.
Tap Charge to complete the sale.

💡 Good to know: Products cannot be added in the Yoco POS App – your product catalogue must be created in the Yoco App (mobile or web). Follow our step-by-step guide here.

Receipts

How to send a receipt

Once you’ve completed a sale, select Send receipt to send your customer a receipt via email or SMS.
Enter their email address or mobile number and tap the blue Send receipt button.

💡Good to know: Yoco card machines only process straight payment methods, where the entire transaction amount is processed. Custom payment methods aren’t authorised or processed by Yoco.

How to resend a receipt

It takes seconds (literally) to resend a receipt from your POS App History.

Tap the History tab at the bottom of the screen in the Yoco POS App.
Tap the sale you want to resend a receipt for in your POS App History.
Select the Send receipt button from the top of the screen.
Enter your customer's email address or mobile number to send a receipt via email or SMS.
Tap Send receipt.

💡 Good to know: You can resend a receipt in the same way via your sales history in the Yoco App (mobile or web).

Saved orders

This feature lets you run tabs, tables and accounts easily, and settle them whenever your customers are ready to pay.

How to save an order

Open the Yoco POS App.
Create a new sale by adding an amount manually (it must be more than R2.00), or by adding items from your product catalogue.
If you’re using the Yoco POS App on a tablet, go straight to step 4. If you’re using the Yoco POS App on your mobile, tap the blue cart icon and wait for the New sale page to open.
Tap the Save button at the bottom of the screen.
Enter a name for the sale to make it easier to find when you go back to it (this is optional). If you skip this step, an order number will be generated automatically. Next, tap the blue Save order button to confirm. If you enter a name that's already in use, you'll be prompted to choose a different one.
To go back to a saved order, tap the Saved orders button in the top right corner of your screen.
When the list of saved orders appears, select the one you'd like to add to, or complete.

💡 Ways to use saved bills in your business

Run a tab for your customers (save the bill under their name), and process the payment at the end of the evening.
Save bills that correspond to the table numbers in your venue, so that you can only need to request payment at the end of the meal or service.
Use saved bills as a way for customers to purchase on account, and then settle their balance at the end of the week or month.

Refunds

Need to refund a sale from the Yoco POS App? Find out how to do it here.

Sales history

You’ll find a record of all the sales you’ve made with the Yoco POS App in the History tab. From this tab, you can:

1. Check sale details

Tap the History tab and then on any of the sales you’ve made to view these details:

The date and time the sale took place.
The payment status.
The subtotal, VAT and total (incl. tax) amounts charged.
The tip amount added (if any).
The note added (if any).
The payment method (cash or card).

💰 Searching for a specific sale? The search function in your POS App History lets you search for a sale by date, amount, receipt number, bill number, or sales note details. You can also filter your search by date, device (which card machine the sale was made on), and staff member.

💡Good to know: To view your combined Yoco sales (point of sale, online etc.) and manage them further, open the Yoco App (mobile or web) and select the Sales history tile from the Hub tab.

2. Cash up staff

By using the filters in your POS App History, you can make staff cash-ups easier than ever.

Log in to the Yoco POS App.
Tap on the History tab.
Search by date range, device (which card machine the sale was made on), and/or staff member to view tip and sales totals per staff member, per shift.

Find out everything about managing your staff and their profiles here.

✨ Staff member forgotten their PIN? Here’s the fix!

Open the Yoco App (mobile or web).
Select the pencil icon next to the staff member’s name to open the staff profile editing screen.
Select the pencil icon on the PIN section of the staff member’s details.
Create and confirm a new PIN.

3. Add a sales note

Need to add a note to a completed sale? It’s easy to do in your POS App History.

Tap the History tab at the bottom of the screen in the Yoco POS App.
Tap the sale you want to add a note to in your POS App History.
Tap Add note.
Enter anything you want to remember about this sale in the pop-up box.
Tap the Save button.

💡 Good to know: You can add a sales note in the same way via your sales history in the Yoco App (mobile or web). Navigate to this section via the Hub tab or the Sales tab.

Staff switching

Staff switching in the Yoco POS App ensures secure staff handovers between shifts and accurate staff sales and performance reports.

👩 Find out how to manage your staff through the Yoco App (mobile or web). Follow our step-by-step guide to creating, changing and removing staff profiles, adding and updating PINs, tracking sales for each staff member, and more.