We’ve recently released the new (and improved) Yoco Web App to replace the original Yoco Business Portal!
If you haven’t yet made the switch, and are still using the old Business Portal to manage your profile, get the original Neo Touch Article here.
Managing payments with the Yoco Web App
The Yoco Mobile 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. No matter how you use your Neo Touch, you can always access all your sales and manage your Yoco profile settings from the Yoco Web App.
Using your Yoco Mobile App 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 Mobile 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 Web App 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 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 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 Mobile or Web App, 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 Web App 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 Mobile 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 Web App Sales History 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 Mobile 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 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 History to process a refund:
From your sales details on the Yoco Mobile or Web 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.
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 Mobile 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 Web App 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 Mobile App or Business Portal.
Create your staff profile logins
Create your staff profile logins
Set a login PIN for yourself:
Open the Yoco Mobile 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.
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 Mobile 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.
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 Mobile App
Open the Yoco Mobile 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 Yoco Web App
Log in to the Yoco Web App here or go to the Manage tab from the menu on the left hand side of your screen, and select the Staff widget/tile.
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.
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 Mobile App
If you're using your Neo Touch with Yoco Mobile App, you'll manage your sales and staff settings, as well as perform staff switching on the Yoco Mobile App. The Neo Touch won't have the option to view your sales history on-device.
Using Products with the Yoco Mobile App
Using Products with the Yoco Mobile App
If you're using your Neo Touch connected to the Yoco Mobile App, you can conveniently add your product catalogue to your Mobile or Web App, for faster bill creation and better sales insights.
Using Staff Switching with the Yoco Mobile App
Using Staff Switching with the Yoco Mobile App
If you're using your Neo Touch connected to the Yoco Mobile App, you can also create staff profiles and perform staff switching (secure handover) on your Point of Sale. 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 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.