Managing payments with the Yoco POS App and Business Portal
The Yoco Point of Sale App is the heart of your sales, and has everything you need to stay on top of managing your payments and business with Yoco - this applies no matter how you use your Neo Touch to sell! 💙 Your Neo Touch can however be used as a standalone solution (without connecting to a Point of Sale to take payments), in which case you can also manage your payments straight from your card machine.
Using your Yoco POS Sales History
Whether you’re using your Neo Touch as a standalone device (on its own), or connecting with a POS (Yoco or Lightspeed) to make sales, you’ll always be able to access and use your Yoco Sales History with the steps below.
See your sales history
See your sales history
You can see all your sales straight from your Neo Touch. But it'll only show you the sales made on that device. To see all your business's combined Yoco sales and manage your sales further, open the Yoco POS App and press the "History" tab at the bottom of the screen. Similar to your Neo Touch History, you'll get a breakdown of your sales by day (and time), with a summary of total sales and tips for each day.
Here's what the icons mean:
💡 Recon Tip: You can also see the same summary of your sales history from the Business Portal here.
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 POS App or Portal is connected to a stable network or WiFi.
Get more sales details
Get more sales details
Tap or click on a sale from your 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).
You can also see your sales details from the Portal here.
If you're using your Neo Touch without a linked POS, you can also see your sales history on your Neo Touch - here's how.
Search for a specific sale
Search for a specific sale
If you're struggling to spot the sale you're looking for just by scrolling through your Sales History, no sweat - we've got you covered with all the filters you could need to zero in on it.
In your Yoco POS App or History, you can search for a sale by date, amount, receipt number, bill number, or sales note details.
You can also search for a sale in the same way in the Portal here.
Here, you can also filter your search by payment type, payment status, device (which card machine the sale was made on), and date (range).
Add a note
Add a note
Tap or click on a sale from your 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 Portal here.
If you're using your Neo Touch on its own (without linking to a POS), you can also add a note to your sale on your Neo Touch - here's how.
Re-send a receipt
Re-send a receipt
Tap or click on a sale from your 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 Portal here.
If you're using your Neo Touch on its own (without linking to a POS), you can also re-send receipts from your Neo Touch - here's how.
Process a refund
Process a refund
Tap or click on a sale from your History to process a refund:
From your sales details on the Yoco POS App or Online Portal, press "Refund".
Enter the email address or mobile number of the customer you're refunding - they'll get a notification too.
Choose a reason for the refund, for your own reference.
Press "Refund" only when you're ready to process - you can't undo this later.
You can also do a refund in the same way in the Portal here.
If you're using your Neo Touch on its own (without linking to a POS), you can also do refunds from your Neo Touch - here's how.
Track your payouts
Track your payouts
On the Yoco App home screen, tap "View payouts".
From here, you can see your next payout balance, and view all your payouts by date.
We'll also email you a monthly statement with all your payouts, fees, and transactions recorded for your reports and reference.
You can also view and download all your monthly invoices and payout reports from the Portal here.
Struggling? If you're struggling to send a receipt or process a refund, it could mean that your connectivity is spotty. Make sure the device you're using to access the Yoco App is connected to a stable network or WiFi.
Managing staff for Neo Touch (without a POS)
If you're using your Neo Touch as a standalone - without linking to a Point of Sale - you'll still be able to add and manage your staff via the Yoco POS App or Business Portal.
Create your staff profile logins
Create your staff profile logins
Set a login PIN for yourself:
Open the Yoco POS App.
Select More from the navigation bar at the bottom.
Select Settings.
Select Personal Details.
Select set PIN.
Create a login PIN for your staff:
Select More from the navigation bar at the bottom.
Select Staff.
Select a staff member to set a PIN.
Repeat these steps for each staff member.
You can also set a login PIN for yourself and your staff in the Portal here.
Reset a staff/user PIN
Reset a staff/user PIN
Only a Manager or Owner user type can reset PINs for staff members.
Open the Yoco POS App and log in with your Yoco details.
Select More, from the navigation bar at the bottom of the screen, then Staff.
The staff member can then log in to Yoco POS and reset their password if they wish.
You can also reset login PINs and passwords for yourself and your staff in the Portal here.
Request a refund via staff PIN
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:
Go to your sales history on your Neo Touch.
Select a successful sale to refund.
Select “Refund” in the transaction detail screen.
Enter your PIN to do the refund.
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.
Once the refund is complete (approved and processed), the transaction will be marked as “Refunded” in your sales history.
View your staff sales on Neo Touch
View your staff sales on Neo Touch
It's easy to conveniently filter your sales by staff or card machine (device), for ease of reference, day-end cash-up, or to find a specific sale for refund, receipt, note or other purposes.
Filter by staff
Filter by staff
When staff switching is enabled on your Neo Touch, and you have the permission to view other staff members' sales (admin, manager, supervisor, custom role etc), you'll be able to filter the Neo Touch sales history to view all the sales processed by one or more staff members.
To view other staff members’ sales:
Go to your Neo Touch sales history.
Select the “Staff” dropdown.
Select one or more staff members
Select “Show transactions”
Sales history screen will refresh to show sales from the selected staff members
Filter by device
Filter by device
If you'd like to see which sales were processed by staff on each card machine (if you have more than one), it's useful to use the device filter.
To view sales from specific card machines:
Go to your Neo Touch sales history.
Tap on “This device” (You might need to scroll to the right to see it).
Select the card machines' sales you'd like to see.
Tap on “Show transactions”.
Reassign a staff sale on Neo Touch
Reassign a staff sale on Neo Touch
When staff switching is enabled on your device, and you have the permission to reassign a sale (admin, manager, supervisor, custom role etc), you'll be able to reassign any approved transaction to another staff member.
To reassign a sale:
Go to your Neo Touch sales history.
Select the sale you want to reassign to another staff member.
Tap on “Sold by …”.
Enter your PIN.
Select the staff member to whom the sale will be reassigned.
Once successfully processed, the sale will now be assigned to the new staff member.
Note: For users that don't have the permission to reassign a sale, the “Sold by …” button will be greyed out and you won't be able to select it.
Remove a staff/user login profile
Remove a staff/user login profile
From the Yoco POS App
Open the Yoco POS App and log in using your Yoco details.
Tap "More" at the bottom of the screen, then "Staff" under the section called "Manage my store".
A list of all your current staff profiles will appear.
4. Select the profile you'd like to remove, and scroll to the bottom of the "User permissions" section.
5. Tap "Delete" and confirm.
From the Portal
Log in to the Yoco Portal here or go to "Manage my Store" and select "Staff" from the menu that drops down on the left hand side of your screen.
Select the staff profile you'd like to remove, and click on the "Delete" button.
Once you've confirmed, the staff's email, mobile and password will no longer be able to log in to your business's Yoco profile.
Managing sales and staff with Yoco POS
If you're using your Neo Touch with Yoco POS, you'll manage your sales and staff settings, as well as perform staff switching on Yoco POS. The Neo Touch won't have the option to view your sales history on-device.
Using Products with Yoco POS
Using Products with Yoco POS
If you're using your Neo Touch connected to Yoco POS, you can conveniently add your product catalogue to your POS, for faster bill creation and better sales insights.
Using Staff Switching with Yoco POS
Using Staff Switching with Yoco POS
If you're using your Neo Touch connected to Yoco POS, you can also create staff profiles and perform staff switching (secure handover) on your POS. This means you can see all your sales by staff, manage tip totals easily, and allow trusted staff to perform tasks like refunds.
Managing Yoco sales with Lightspeed Hospitality POS
Bill splitting with Lightspeed K-Series POS
Bill splitting with Lightspeed K-Series POS
Bill or check splitting can be done on your Lightspeed Restaurant K-Series POS - when closing a table, you'll have the option to split the bill. For each part-payment done on a Yoco card machine, you'll see a separate sale reflected in your Yoco sales history. To see the entire bill recorded together, including each separate payment made, please use your Restaurant POS sales history.
Doing refunds with Lightspeed K-Series POS
Doing refunds with Lightspeed K-Series POS
Refunds are initiated from Lightspeed, after which you'll have to enter your Yoco login username (email or mobile number) and password. You'll need to be either the owner or someone with permission to perform refunds, to complete this step successfully.
Once the refund is authorised by Lightspeed, the instruction is then synced with the Yoco system, and your refund will be reflected both in your Yoco and Lightspeed Sales Histories, respectively.
How to do a refund on Lightpeed:
Select the exact bill/table you'd like to refund, and choose "Void bill".
Input your Yoco username and password to authorise the refund, and complete.
Sending receipts with Lightspeed K-Series POS
Sending receipts with Lightspeed K-Series POS
When your Neo Touch is linked to a Lightspeed POS, your receipts are managed, sent or printed through your POS setup.
Managing Yoco sales with Lightspeed Retail POS
Sales history on Lightspeed X-Series POS
Sales history on Lightspeed X-Series POS
When using your Neo Touch with Lightspeed Retail POS, you'll be able to see your Sales History in many different places. To view your bills and tables with their Yoco payments consolidated, as well as perform actions like refund, re-send receipts or other management functions, it's best to access your sales history from your Lightspeed POS.
All Yoco customers can also always see their Yoco sales history on the Yoco POS and Portal here. However, your Yoco sales history won't include information about split bills (payments will reflect separately) and you won't be able to perform refunds.
Sending receipts with Lightspeed X-Series POS
Sending receipts with Lightspeed X-Series POS
When your Neo Touch is linked to a Lightspeed POS, your receipts are managed, sent or printed through your POS setup.
Cash management with Lightspeed X-Series POS
Cash management with Lightspeed X-Series POS
Cash management is a menu item in the main menu of your Lightspeed Retail POS, and with the required permissions, you're able to add float amounts and record any cash in or out.
Refunds/returns with Lightspeed X-Series POS
Refunds/returns with Lightspeed X-Series POS
Refunds are initiated from Lightspeed, after which you'll have to enter your Yoco login username (email or mobile number) and password. You'll need to be either the owner or someone with permission to perform refunds, to complete this step successfully.
Once the refund is authorised by Lightspeed, the instruction is then synced with the Yoco system, and your refund will be reflected both in your Yoco and Lightspeed Sales Histories, respectively.
Managing Yoco sales with Loyverse POS
Sales history on Loyverse POS
Sales history on Loyverse POS
To access your sales summary on Loyverse POS:
From the Loyverse app main menu, select "Receipts".
All sales will be displayed in date order.
Previous sales can also been seen by selecting "Shift" from the main menu.
Sending receipts with Loyverse POS
Sending receipts with Loyverse POS
If you’re using Loyverse POS, your customers will get their payment receipts issued from the Loyverse app. Learn more about your Loyverse receipts here.
To re-send a receipt from Loyverse:
From the Loyverse app main menu, select "Receipts".
All receipts will be listed on the left side of the screen.
The receipt can be previewed on the right side of the screen after selection.
Tap the 3 dots in the top right hand corner to send the receipt.
Click on "Send Receipt" and enter your customer's email address.
You can however re-send a receipt from Yoco POS, but it will be your Yoco receipt, customised with your details here.
Cash management with Loyverse POS
Cash management with Loyverse POS
To use cash sales in your Loyverse POS, first add it as a payment type. Then, after finalising a bill, select "Cash" as your payment method and enter the amount you've received.
Refunds/returns with Loyverse POS
Refunds/returns with Loyverse POS
You'll need to process refunds from your Loyverse POS, even when payment for the original bill was made with Yoco.
Select "Receipts" from your Loyverse POS main menu, and choose the sale you'd like to refund. (You can search by receipt number).
When you click on the sale, you'll see the option to do a refund in the top right corner of the screen.
After clicking on "Refund", the receipt will open up and you can select which item(s) to refund.
You'll then need to log in with your Yoco credentials in order to process the refund.
Using your Yoco Portal reports
No matter how you're using your Neo Touch to make sales - whether as a standalone or connected to a POS - you can always get your Yoco sales and payout reports from the Yoco Portal online.
Sales reports
Sales reports
The Portal Payments tab shows your total 'Sales' for the dates you've selected, by payment type (card, cash, or refund).
For each payment type, you'll also get:
The 'Count' - how many sales were completed with that payment type.
The 'Total' - total sales, less total refunds for that payment type.
The Yoco 'Fees' - total you've been charged for that payment type.
The 'Net' amount - your 'Total' minus your 'Fees', which is what you'll get paid out into your bank account, for those sales.
Note: Because the Yoco Neo Touch doesn't use either the Products or Staff feature, don't worry about the other tabs in this section (Products, Staff, Categories, and Brands). We're keeping things clean and simple! 🤩
Payout reports
Payout reports
From the Portal Payouts tab, you'll see your payouts for the date range you've selected. Click on the calendar icon to choose which dates you'd like to look at.
💡 Click on a payout to view or export your reports, anytime.
Exporting reports
Exporting reports
If you need to send copies of your reports to your accountant or bookkeeper, or want to download them into a format you can use with other business management software, it's seamless and instant from the Yoco Portal.
Download your reports
Select the dates you want included in your report.
Click on "Export".
Allow access to your downloads folder.
Open your reports in Excel
From Excel, select "File" then "Import".
Select "CSV. file" and click "Import".
Select "Delimited" (not "Free width") and hit "Next".
Select "Tab", "Semicolon", and "Comma" and hit "Finish".
If you're asked where to open this document, click on "New Sheet".
👀 If the columns don't look right, get a step-by-step guide here.
Managing your Yoco profile
Buy another card machine
Buy another card machine
🚀 Sales picking up and it's time to take another step in your business growth?
You can link as many Yoco card machines to your business profile as you like. You can also purchase a mix of different Yoco machines, according to what suits your business best.
You can buy more card machines from the Business Portal here or on the Yoco App:
From the Yoco App, tap on the 'More' tab, then 'Buy card machines'.
Pick your new baby, and we'll deliver it for free, already linked to your profile in 2-3 days.
Getting your card machine somewhere else?
Getting your card machine somewhere else?
If you get a card machine from another shop or outlet, it won't be automatically linked to your profile. Here's how to get started and selling:
👉 When you switch on your new Yoco card machine, log in using your Yoco profile details. This should automatically add the card machine to your profile.
🛠 You can also manually link your new card machine to your profile from the Yoco Portal here, by pressing 'Add Card Machine' and entering the serial number (on the back of the card machine).
🎁 If you're getting your card machine second hand from another business, you'll need to make sure that it has been removed from the previous owner's profile. They can do this in their Yoco Portal here, by pressing 'Remove' next to the card machine they're handing over to you. We'll have to first contact the previous owner to confirm the transfer, and then you'll be able to link it with can your profile.
Cashflow booster shots
Cashflow booster shots
Payout timing and cashflow
Yoco totals your sales at midnight every day and actions your payout the next day. Sales after midnight will be part of the next day's payouts.
After that, it can take 1-2 working days to show in your bank account, depending on your bank. Public holidays and Sundays cause a one day delay because the banks are closed.
Instant Payouts
Yoco is proud to be the first payments provider in South Africa to offer this special speedy service! It enables you to get paid out from the sales you make within minutes - if not seconds - and be able to access your money when you need it.
With Yoco's Instant Payouts, you can have peace of mind that you're able to respond quickly to any unforeseen cash flow challenges, as they arise. Learn more here
Get Yoco Capital
Yoco Capital is a fast, flexible cash advance for Yoco customers, in exchange for a fixed percentage of your future card sales. Unlike a loan, there are no penalties or late fees and your repayments slow down (or stop) when your sales do. Learn more here
If you haven't been given a Capital Offer, select the "Let me know" button on your Capital page, and we'll call you as soon as you qualify for an offer.
Your notifications
Your notifications
🤓 Keeping you clued in on everything going on with Yoco and your business is always our top priority!
Your Profile maintenance
Reset your Yoco password
Reset your Yoco password
If you're struggling to log in to your profile, because you can't remember your password, no stress, we've got you covered!
Tap 'Forgot your password?' in the Yoco App or on your Neo Touch.
Enter the email address or mobile number linked to your Yoco profile.
Then press 'Reset my password' on the Yoco App or 'Reset' on the Neo Touch.
Check your email or SMS inbox for a message from Yoco, open it and click on 'Reset here'.
Once it opens in your browser, enter and confirm your new password, and then click 'Submit'.
Congrats! You can now log in again, with your new password. 🙌
You can also reset your password in the same way when logging into the Business Portal by clicking on 'Forgot password?'.
Change your Yoco password
Change your Yoco password
If you want to change your password, you can do so on your Neo Touch by tapping 'Forgot your password' as above. But, you can also change it straight from the Yoco App in seconds:
From the Yoco App, tap the 'More' tab, 'Settings' and then 'Change password'.
Enter your current/old password, and your new password, and then confirm it.
Tap 'Save' and we'll confirm your password reset.
You can also change your password from the Yoco Portal here.
Remove a card machine from your Yoco profile
Remove a card machine from your Yoco profile
If you want to remove a card machine from your Yoco profile - either because you're not using it anymore, it's been replaced, or you'd like to give/sell it to somebody else - you can do this in the Yoco Portal here .
Press 'Remove' next to the card machine you want to remove - make sure to double check that it's the correct serial number. We'll contact you to confirm.
Change your basic profile information
Change your basic profile information
You can change your basic profile details - like your trading name, phone number, business VAT number, and tax settings - from the Yoco Portal here or straight from the POS App:
💡Your basic information is what is shown on your free receipts.
👀 This telephone number does not have to be the same mobile number linked to your Yoco profile, and you can choose whichever line is the most convenient to share with your customers.
From the Yoco POS App, tap the 'More' tab, 'Settings' and then 'Business details'.
Edit your details and tap 'Save'.
Change your trading address
Change your trading address
🏡 We have to record your trading address to comply with financial safety regulations. You can edit your trading address either from the Yoco Portal here or on the POS App:
From the Yoco POS App, tap the 'More' tab, 'Settings' and then 'Business details'.
Scroll down to edit your new trading address, and tap 'Save'.
Change your bank details
Change your bank details
From the POS App, tap the 'More' tab, 'Settings' and then 'Bank Account'.
Enter your new bank details and hit 'Submit'.
Note: The bank account you use must be South African and transactional. You may need to submit proof of bank with a Bank Letter (or other verification), if requested by our team. We'll run standard industry checks to verify the bank account before we can use it for your payouts.
🙋 For a self-employed person/ sole trader: You must own the bank account. No proof needed.
🏪 For a Private Company (Pty) Ltd: You must be one of the Directors, and the bank account must be in the name of the registered company (with the same CIPC number). No proof needed.
💒 For all other types of businesses, check out our verification checklist for more details here.
Change your Yoco profile contact details
Change your Yoco profile contact details
The phone number and email address linked to your Yoco Profile are there to keep your details and business information safe. They also serve as a way for us to contact you with important or sensitive notifications and updates about your profile and/or payments.
🔒 Because these details are used for your profile security, we'll always authenticate this step by sending you an SMS confirmation link to your currently linked phone number. Only once you click on this link will we save the changes you requested.
You can edit your profile contact details from the Yoco Portal here.
Change the business owner details on your Yoco profile
Change the business owner details on your Yoco profile
If you want to change your Yoco profile ownership details, we'll need to first verify the new owner's personal and business details. This may mean starting the onboarding process from scratch. Either way, only a human from Yoco Support can help you with transferring your profile to a new owner.