There’s a new Yoco POS App, and an updated Yoco Mobile App to better run and manage your sales and business with Yoco! 🎉
If you're considering using the Yoco Neo Touch with the Yoco POS, you can now download the new POS App for free to streamline your sales. The Yoco Mobile and Web App is still where you can manage your Yoco profile, products, staff, and settings.
Managing payments with the Yoco Web and/or Mobile App
The Yoco Mobile and Web App is the heart of your Yoco profile, 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 App to take payments), in which case you can also manage your payments straight from your card machine.
No matter how you use your Neo Touch, you can always access all your sales and manage your Yoco profile settings from the Yoco Mobile/Web App here.
Whether you’re using your Neo Touch as a standalone device (on its own), or connecting with a POS (the Yoco POS App, Lightspeed or Loyverse) to make sales, you’ll always be able to access and use your Yoco Sales History with the steps below.
Using the Yoco POS App Sales History
If you're using the Yoco POS App to connect with your Neo Touch when making sales, you'll be able to access your POS sales history - this includes all the sales made by any card machines linked to the POS App. It however won't reflect all your Yoco profile's sales (like online or standalone sales) - all your consolidated sales will still be available from the Yoco Mobile and Web App here.
See your sales history
See your sales history
You can see all the sales made on your card machines linked to the Yoco POS App, from your POS.
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.
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 Web App is connected to a stable network or WiFi.
Get more sales details
Get more sales details
Tap or click on a sale from your POS App 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 Yoco Mobile/Web App 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, 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, 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 note
Add a note
Tap or click on a sale from your POS App 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.
💡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 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.
💡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 POS History to process a refund:
From your sales details in the History on the Yoco POS App, 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 process a refund in the same way in the Yoco Mobile and Web App Sales History 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.
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 Mobile and/or Web App.
How to add a new staff member
Easily set up, manage, and configure staff access using the Yoco Mobile or Web App.
Learn how to add a new staff members here
You can also track staff performance by navigating to the Hub tab and selecting the Staff Report tile.
Find out how to access your Staff Report here
Set/Reset PINs for Staff Switching
Set/Reset PINs for Staff Switching
💡Only an Admin user type can reset PINs for staff members.
2. From the list of your existing staff profiles, select the staff member whose PIN you'd like to set/reset, or set a PIN when creating a new staff profile.
3. If you’re setting a PIN for an existing staff profile, click on the pencil icon in the top right corner of the staff member’s profile page.
4. Select another little pencil icon button, next to the PIN section in your staff profile details.
5. Create and confirm a new PIN.
Once the PIN has been confirmed and saved, your staff member will be able to log in to the Yoco POS App or a Yoco card machine for secure handover between shifts or tasks.
Repeat these steps for each staff member that needs a PIN to access staff switching on your Yoco profile.
Remove a staff/user profile
Remove a staff/user profile
1. Log in to the Yoco Mobile/Web App here, go to the Manage tab, and select the Staff widget/tile.
2. Select the staff profile you'd like to remove, click on the pencil icon button in the top right corner of the screen to edit the staff profile, and click on Remove staff member button.
3. 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.
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.
Managing sales and staff with the Yoco Apps
If you're using your Neo Touch with the Yoco POS App, you'll manage your sales and staff settings, as well as perform staff switching on the Yoco Mobile/Web App. The Neo Touch won't have the option to view your sales history on-device, and the POS App will only show the sales made through that Point of Sale. To access your consolidated sales history, set up your staff profiles, add or edit product catalogues and customise any other business settings, use the free Yoco Mobile/Web App.
Using Products with the Yoco POS and Mobile/Web App
Using Products with the Yoco POS and Mobile/Web App
If you're using your Neo Touch connected to the Yoco POS App, you can conveniently add your product catalogue to your profile on your Yoco Mobile or Web App, for faster bill creation and better sales insights.
Using Staff Switching with the Yoco POS and Mobile/Web App
Using Staff Switching with the Yoco POS and Mobile/Web App
If you're using your Neo Touch connected to the Yoco POS App, you can create and manage access for your staff profiles by going to the Manage tab and selecting the Staff tile, in the Yoco Mobile/Web App here.
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 Mobile and Web App 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 Mobile or Web App, 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.