Getting Started

Download the Yoco POS App

If you haven't signed up yet, you can also do so right on the Yoco Mobile or Web App here, and complete your profile for verification and payouts.

✨ Once you’ve installed the Yoco POS App, you can log in using the same email address/mobile number and password you created during your Yoco signup.

Please note: You won't be able to use the Yoco POS until you've completed your Yoco profile verification for payouts in the Yoco Mobile or Web App.

If you're a staff member, please click on the link sent to you by the business owner. This link was either sent to your mobile number or email address.

💡 To download Yoco POS App, you'll need access to WiFi or no more than 250MB of data.

Where can I get Yoco POS App?

Our IOS app is available from the Apple App Store

Our Android app is available from the Google Play Store

Our Huawei app is available from the Huawei AppGallery

Struggling? Please note that your Android tablet must be running Android 6 or above / your Apple iPad must be running iOS 12 or later.

Minimum software requirements:

The Yoco POS App is compatible with Android 6 and iOS 12 and higher.

For iOS:

iPad 6 (and above)

For Android:

Android 12 tablet and above
800x480 screen resolution and higher
3G/LTE internet connectivity
GPS
Bluetooth connectivity
512MB RAM or more

The Yoco POS App is compatible with Android 6 and iOS 12 (and above) tablets.

Using a smartphone phone or laptop? Sorry, the Yoco POS App only works on tablets (for now). 😔

Finding your way around the Yoco POS App

At the bottom of the screen, you'll find three tabs for easy navigation:

Sell - This is where all the magic happens! Go here to start a new sale, and accept payment via your Yoco card machine or payment link.
History - Here's where you'll see all your sales and can search for them easily to refund a customer, make a note or re-send a receipt.
More - Access your device settings, manage your payment links and vouchers, get on-device help or lock your screen.

Making Sales

Card machines that work with Yoco POS App

How to connect to the Yoco POS App will depend on the type of card machine you’re using.

Yoco card machines using the cloud to link to Yoco POS App

Neo Touch

Yoco card machines using Bluetooth to link to Yoco POS App

Transacting with the Yoco POS App

The 'Sell' tab is your home screen in the Yoco POS App. We recommend completing a test transaction before you start taking payments live, using your own bank card. The smallest transaction amount for a test transaction is R2.

(Note: You won't get your first payout until you've transacted at least R15).

Performing a test sale on the Yoco POS App:

Log in to the Yoco POS App using the login details you created at signup.
The Sell screen will default to 'Enter amount'. Enter R15.00 on the keypad.
Once you've entered the amount, select the blue 'Charge' button at the bottom of the screen.
A pop-up message will ask you to select the payment method. Select 'Card'.

IMPORTANT: Yoco card machines only process straight payment methods, where the entire transaction amount is processed. Any custom payment methods won't be authorised or processed by Yoco.
A pop-up message will prompt you to tap, insert or swipe a card.
Once the card has been inserted or swiped, a pop-up message will prompt you to enter your PIN. Enter your PIN on the card machine's keypad.
A pop-up message will display that the card transaction is processing.
If the transaction was processed successfully, a pop-up message will display the transaction status. You can then choose to send yourself a digital receipt, by selecting 'Send Receipt'.
Once you've sent the receipt, select Done.

🎉 Hooray! You've done a test transaction and are now ready to start transacting with your Yoco card machine.

Creating a sale by adding products

Add products from your catalogue - created and managed on the Yoco Mobile/Web App. Select the products you'd like to add to the bill.

Still need to add products to your catalogue? Get the steps here.

Adding a discount

Discounts and notes can be added to individual line items on the bill, by selecting the 3 dots next to the amount:

Next, select your discount percentage or enter your note detail.

Adding sales notes

Notes can be added to individual line items on the bill, by selecting the 3 dots next to the amount. Select 'Add note' and enter your sale details.

Finalising the sale

Click on the blue Charge button.

A pop-up message will ask you to select the payment method. You can select Card (for a card payment taken with a Yoco card machine linked to your POS), Payment link (to send a secure link in order to accept payment for this bill), Voucher (to allow a customer to redeem an Online Voucher as payment for this bill), Cash (to record a cash payment for this bill), and all Other Payment Methods that you've activated in your Yoco Mobile/Web App Business Settings here.

IMPORTANT: Yoco card machines only process straight payment methods, where the entire transaction amount is processed. Any custom payment methods won't be authorised or processed by Yoco.

Find out more about your Other Payment Method settings here.

Splitting the bill for payment

Select the Split bill button just underneath the bill total.
To add the first partial payment of the bill total, tap Add payment.
Select the first payment method.
Enter the first amount to be paid, and tap the blue Pay button.
If you selected Card as the payment type, 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.
Back on the Yoco POS App, 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.
All your split bill payments will be reflected in the Yoco POS App. When you're done, simply tap on Close bill.

Sending receipts

Once you've made your sale, sending your customer a digital receipt via email or mobile number is easy.

Once you've processed your sale, on the last payment status pop-up, select Send receipt.
Send your customer a digital receipt by either entering their email address, or their mobile number.
Select Send to send your digital receipt.

Your customer receives their receipt either via email or SMS.

Recording a cash sale

Create a new sale by entering an amount over R2, and finalise the sale by tapping on Charge.
Choose Cash as your payment type.
Enter the amount of cash received.
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.

Closing a bill with a Yoco Payment Link

Tap the Charge button and select Payment Link as the payment method.
You are able to add a reference to the link. Select the method that you would like to share the payment link.

Note: Prior to sharing, the “Done” button will be inactive. After sharing, the “Done” button becomes active and you are able to close the bill.

Redeeming a Yoco Online Voucher

Tap the Charge button and select Voucher as the payment method.
Enter the customer's unique voucher code.
Finalise by hitting Pay.

Using Staff Switching on the POS

The name of the staff member that is currently logged in, will appear on the top of the screen, above the numeric keypad.

Tapping on the staff member’s name, will take you to all the available staff and admin users. Select any staff member's name to then log in as them, using their PIN. After a user is selected from this screen, they will be able to login with their PIN.

Find out more about creating staff PINs and managing your Yoco Staff settings here.

Managing Sales

Connecting a card machine to your Yoco POS App

Option A: Link your card machine in your POS App Settings

Go to the More tab, and select Card Machines under the Manage Point of Sale settings section.
You’ll see a carousel, where you can select the card machine you're using from the options shown. Tap on "This is my card machine" when you see the correct card machine.

Note: Bluetooth card machines (like Yoco Go, Neo and Neo Plus) must first be connected to your tablet/smartphone running Yoco POS App via Bluetooth settings.

For the Neo Touch, it must preferably first be connected to the same WiFi as your tablet running Yoco POS App. (No Bluetooth required).
Select the card machine with your serial number and hit “Connect”.
Your tablet/phone running the Yoco POS App is now connected with your Yoco card machine.

Option B: Link your card machine with a “dummy” sale

From the (Home) Sell screen, enter an amount over R2.
Click on the blue Charge button.
Select the Card payment method.
You’ll see a carousel, where you can select the card machine you're using from the options shown. Tap on "This is my card machine" when you see the correct card machine.

Note: Bluetooth card machines (like Yoco Go, Neo and Neo Plus) must first be connected to your tablet/smartphone running Yoco POS App via Bluetooth settings.

For the Neo Touch, it must preferably first be connected to the same WiFi as your tablet running Yoco POS App. (No Bluetooth required).
Select the card machine with your serial number and hit “Connect”.
Your tablet/phone running the Yoco POS App is now connected with your Yoco card machine.
You may now go ahead and cancel the dummy sale you created, or use it as a chance to complete a test transaction using your own bank card.

Saved Orders: Add a tab for your customer

Saved Bills and Tabs allows your business to easily run tabs, tables and accounts. It allows for any scenario where you may not want to process each sale immediately after ringing it up.

Saved Bills lets you take any bill they are busy with and save it under a name of your choice, for example “Table 1”. You can then retrieve this easily from your sell screen. Once a bill is saved, you can continue to process other sales, coming back to the saved bill at any time by simply tapping the "Bills" button.

An additional item can also be added to a saved bill, by first loading the bill from the Bills screen, and then adding items to it.

Add the products/amount to an order and tap the grey Save button, instead of the blue Charge button.
Enter a name for the saved order and tap Save order.
In order to retrieve a saved order, tap the Saved Orders button in the top right corner of the screen. A list of your saved orders will appear.

💡 Some ideas for using saved bills in your business:

Run a tab for your customers saving 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.

Doing a POS refund

View your sales history on Yoco POS by tapping the History button, and select the sale you'd like to refund from the list.
Select the little icon with three dots surrounded by a circle, at the bottom right of the payment details.
Hit Refund.
Enter your customer's email address or phone number, so they can receive a notification about their refund.
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.
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.
Once a sale has been refunded on Yoco POS App, it'll also be reflected in your sales history and sale details.

Get more details about refunding Yoco payments here.

Managing POS Payment Links

View your Paid and Pending POS payment links

Your Payment Links will appear in your Yoco Sales History once they have been successfully paid.

Until then they'll appear in the Yoco POS App’s More tab, in your Payment Links home page under the Pending or Paid tabs.

Note:

For Pending (unpaid) links, you can remove, edit the reference and re-share them as many times as you like.
For Paid links, you can send a payment receipt and refund the payment.

Re-share POS payment links

From your list of pending POS payment links in the More tab, select the three little dots stacked vertically, and hit Share.

Here, you can edit the payment reference (by selecting the pencil icon) or send the payment link via QR Code, WhatsApp, Email, SMS or share by copying and pasting.

Remove/Delete a POS payment link

From your list of pending POS payment links in the More tab, select the three little dots stacked vertically, and hit Delete.

You'll get confirmation once the link has been removed.

Re-send a paid POS payment link receipt

Go to your list of paid POS payment links in the More tab.
Select the three little dots stacked vertically, and hit Send receipt.
Enter the email or mobile number you'd like to send the receipt to.
Your customer will receive the (free) digital receipt within minutes!

Managing POS Vouchers

Send an Online Voucher link from the POS

From your Yoco POS App, select the More tab.
Select Share a voucher. This allows you to share your voucher page straight from your POS, or by tapping the Copy button and pasting to share with your customer however you prefer - via WhatsApp, SMS, Email, or any other messaging or social media platform.
You can also get a preview of your vouchers page by selecting the View my vouchers page tile.
Once you've shared your voucher, your customer will receive a secure voucher page payment link, on which they can choose the value of the voucher they would like to purchase and pay for, via online card payment. They will enter their card details to make the purchase, at which point you'll receive an online payment notification from Yoco and the amount will be added to your Yoco balance for payout processing (as per usual).

View your POS Vouchers

From your Yoco POS App, select the More tab.
Select Voucher history. This allows you to see all the POS sales that have been paid via Voucher, and how many vouchers have been purchased but not yet redeemed in-store.

Your POS Sales History

See the sales made on your POS App

To see all your business's combined Yoco sales and manage your sales further, open the Yoco Web App here, or go to the Sales tab in the Yoco Mobile App.

To see all the sales you've made with your Yoco POS, press the History tab at the bottom of the screen. You'll get a breakdown of your sales by day (and time), with a summary of total sales and tips for each day.

Struggling? If you're struggling to load or view your sales history, it could mean that your connectivity is spotty. Make sure the device you're using to access the Yoco Mobile App or Yoco Web App is connected to a stable network or WiFi.

Get more sales details

To see all your business's combined Yoco sales and manage your sales further, open the Yoco Mobile/Web App and go to the Sales Tab here. Here, you'll get a breakdown of your sales by day (and time), with a summary of total sales and tips for each day.

💡 Recon Tip: You can also see the same summary of your sales history from the Mobile/Web App, from the Hub tab here.

Tap on a sale from your POS History to see 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).

Search for a specific sale

If you're struggling to spot the sale you're looking for just by scrolling through your POS History, you can search for a sale by date, amount, receipt number, bill number, or sales note details. Here, you can also filter your search by payment type, payment status, staff member, device (which card machine the sale was made on), and date (range).

You can also search for a sale in the same way in the Yoco Mobile/Web App here.

Add a sales note

Tap or click on a sale from your POS History to add a note:

From the sale details on your Yoco POS App, tap Add note.
Enter anything you want to remember about this sale in the pop-up box.
Press Save note.

You can also add a sales note in the same way in the Yoco Mobile/Web App Sales Tab here.

Re-send a receipt

Tap or click on a sale from your POS History to re-send a receipt:

From your sales details on the Yoco POS App, tap Send receipt.
Enter your customer's email address or phone number.
Tap Send receipt and a success message will show when completed.

You can also re-send a receipt in the same way in the Yoco Mobile/Web App Sales History here.

Using your staff filter for POS cash-up

Here, you can filter your search by staff member, and/or device (which card machine the sale was made on), and/or date (range) to make it easy to view your tip and sales totals per staff member/shift.

If you have permission to access the Yoco Mobile/Web App and to view and manage all the business's combined Yoco sales, go to the Sales Tab here. Here, you'll get a breakdown of your sales by day (and time), with a summary of total sales and tips for each day.