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 POS, you can now download the new POS App for free to streamline your sales. The Yoco Mobile/Web App is still where you can manage your Yoco profile, products, staff, and settings - and take your business to the next level.
Getting Started
Download the Yoco Point of Sale (POS) App
Select the relevant link below to download the Yoco Point of Sale (POS) App:
iOS: Apple App Store
Android: Google Play Store
Huawei: Huawei AppGallery
You can sign up and complete your profile in the App, and take your business to the next level with epic selling features.
Struggling? Please note that your Android device (phone or tablet) must be running Android 8 or above / your Apple device (iPhone, iPod Touch or iPad) must be running iOS 8 or later.
Switching on the Go
To switch on your Yoco Go card machine, press and hold the power button for 5 seconds until the blue lights on the top left-hand side turn on and the screen displays Hello.
To switch off your Yoco Go card machine press and hold the power button for 3 seconds. If your card machine is being charged it will not power off.
NOTE: If your card machine is not used for more than 3 minutes, it will automatically go into Sleep Mode.
Pairing your Go to your smartphone or tablet running the Yoco POS
You can connect your card machine using bluetooth pairing, to your iOS or Android smartphone/tablet with a few easy steps.
How to connect your Yoco Go to your smartphone/tablet:
For Android
Switch on the Yoco Go
Turn on Bluetooth on your smartphone or tablet.
Open the Yoco POS App, when you'll automatically be taken to the Sell screen.
Enter a custom amount and tap Charge to pay the bill.
Then select Card to Pay Bill
Choose Find my Device; tap Connect on the card machine with the same S/N (serial number) that appears at the back of your card machine.
Once selected please wait a few seconds for the card machine to automatically connect with your device.
For iOS
Switch on the Yoco Go
Turn on Bluetooth on your smartphone or tablet.
Open the Yoco POS App, when you'll automatically be taken to the Sell screen.
Enter a custom amount, or select an item you’d like to sell, and click Charge.
Select Card to pay using your Yoco card machine.
Select Pay
Select the Yoco Go card machine from the list
Select Find my machine
Tap Connect on your Yoco Go card machine
Please note: If your Yoco profile has more than one type of card machine linked to it, you'll be asked to select the type of card machine you'd like to connect. Select the card machine type and wait a few seconds for the card machine to automatically connect with your device.
Struggling?
Struggling?
If you're experiencing trouble connecting your card machine to your device, here are some solutions you can try:
Make sure that you're connected to the internet, check that you have a stable internet/ 3G/ LTE/ data or WiFi connection on your phone or tablet.
Please make sure you have enough battery charge by checking the on-screen indicator. Charge your card machine, if necessary, using the cable provided and a plug adapter into a wall socket or charging bank.
Try restarting the Yoco POS App:
On your Android device: Select the “Recent apps” button, usually at the bottom right on your phone, and swipe the Yoco POS app to the left or right.
On your iOS device: double click on the home button and swipe up the Yoco POS app.
Go to the bluetooth settings of your smartphone or tablet. Under paired devices, you can choose to forget/unpair the card machine. Once unpaired you can start the pairing process again.
Completing a test transaction
To help you get more familiar with your Yoco Go, we recommend processing a R15 test transaction. This will also allow you to experience your first payout from Yoco.
Switch on your Yoco Go, open your Yoco POS App and enter R15 as the payment amount, and click Charge.
You can process the payment using your own card by tapping, inserting, or swiping.
You should receive your payout for this transaction in 1 – 2 business days, once your banking details have been verified by Yoco.
Get Set Up to Make Sales
Activate Tips
You can activate your Tips from the Yoco Mobile/Web App:
Go to your Business Settings page by selecting your business name/logo at the top of the menu, on the left of your screen.
Click on the Tip Settings tile, and choose how you'd like to process tip payments:
You add a tip: Enter the total amount, including the tip when you take a card payment.
Customer adds tip: Your customer is asked to add a tip on your Yoco card machine before they make a payment
Accepting your first payment
Switch on your Yoco Go and open your Yoco POS App.
On your POS App, enter an amount of R2.00 or higher and click Charge.
Select Card as a payment method.
The Yoco POS App will connect to your Yoco Go, and ask your customer if they'd like to tip before prompting payment with a card by either tapping, inserting or swiping.
This is when you should hand the card machine to your customer.
That’s it! You're now ready to start accepting card payments with the Yoco Go.
Switching your Yoco Go to pair with a different smartphone/tablet
IMPORTANT: You can only pair your Yoco Card Machine to one smartphone/tablet at a time. Please make sure you disconnect the card machine on all devices before trying to connect to a new device.
Disconnect the card machine from the Yoco POS App:
To disconnect, click on the More menu and select Card Machines.
If you are connected to your Go, you will see this screen and you can select Disconnect.
Disconnect the card machine from the smartphone/tablet:
Open the Bluetooth settings on the smartphone/tablet which is currently connected to your card machine.
Select the card machine from the list of devices, and tap the "i" icon
Select ‘Forget This Device’ (if iOS) or ‘Unpair’ (if Android).
This will remove your card machine from your smartphone/tablet’s connection history.
Connect the card machine to the new smartphone/tablet afresh (steps above).
Refunds, sales history, and receipts on the Yoco POS App
Get more sales details
Tap or click on an individual sale from your History Tab in the POS App 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).
To see all your business's combined Yoco sales and manage your sales further, open the Sales Tab and select the Sales history tile in the Yoco Mobile/Web App 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.
💡 You can also see summaries and insights about your sales history by going to the Hub Tab, and clicking on the Gross revenue tile, in the Yoco Mobile/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/Web App is connected to a stable network or WiFi.
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 Sales 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, 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.
Process a refund
Tap or click on a sale from your POS App History to process a refund:
From your sales details on the Yoco POS App, press the icon with three dots and a circle, then "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/Web App Sales History here.
From your sales history in the Yoco Mobile/Web App, select the sale you want to refund and hit the Refund button.
Choose a reason for the refund, for your own reference (this will not be communicated to the customer).
Confirm the refund and wait for it to be successfully processed for payment to your customer (usually 2 business days).
Find out more about how refunds work here.
Resend a receipt
Tap or click on a sale from your POS App History to re-send a receipt:
From your sales details on the Yoco POS App, tap the little icon with three dots surrounded by a circle and hit 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.
From your sales history in the Yoco Mobile/Web App, select the sale you’d like to send another receipt for, and hit the Send receipt button.
Confirm that you’re happy with the preview of the receipt shown, by selecting Send receipt.
Enter the phone number or email address you’d like to send the receipt to, and select Send receipt.
Products, staff, stock and reporting
Products
Create a catalogue of all the products you sell from the Yoco Mobile/Web App here. When using the Yoco POS App to tally up a sale or order, you can quickly tap to add your products to the bill, before taking payment. Not only will this make your checkout process faster and smoother, you’ll get more detailed reporting from the Dashboard, and be able to track the performance of individual products and categories too.
Check out the Products User Guide here.
Staff
Activate a secure handover (with PINs) between different staff or users during the course of normal business. Whether you’re switching between shifts or have a small team sharing a card machine, you can always track who’s doing what, live from your Yoco Mobile/Web App.
How to add a staff member
You’ll set up and manage Staff Members from the Manage tab in the Yoco Mobile/Web App here.
Learn how to add a staff member here
Stock
Say goodbye to manual stock takes and hello to all the extra time you’ve just been gifted. Instead of closing up shop and dedicating hours to one of the less than exciting aspects of running a business, you can keep on top of your inventory using the Yoco Mobile/Web App.
Check out the Inventory Management User Guide here.
Reports
The Yoco Mobile/Web App helps you to understand all the ins and outs of your business performance, and manage the practicalities of staff access, cash flow, and collating data from multiple stores. All reports can be downloaded into Excel and CSV format, from the cloud, anywhere in the world.
💡 Whenever you see this icon, you can download/export whatever you’re viewing!
You’ll get a dynamic dashboard of key information, with live data that is simply yet powerfully organised and displayed for impactful insights and sophisticated convenience. Manage admin with features like inventory tracking and intuitive product organisation, so you can always find what you need, when you need it. Take a closer look and view sales reports at the touch of a button – broken down by number of sales, gross sales, payments, product, staff, categories, and brands.
Check out the Yoco Reports User Guide here.
Maintaining your Yoco Go
Charging your Yoco Go
We have provided a micro USB charging cable in your launch kit which you can use to charge your Yoco Go card machine. Plug the smaller end into the card machine and then plug the other end into a power source such as a USB plug or a laptop.
Please Note:
The card machine takes 1 hour to fully charge from a wall socket.
If you're unable to turn on your card machine, this may mean the battery is completely flat. Charge your card machine directly from a plug socket for an hour.
When the card machine’s battery is very low, an exclamation mark inside a triangle icon will display.
When the card machine is charging a red light will indicate this and a lightning bolt over a battery icon will be displayed.
Do not charge your Yoco card machine during electrical storms.
How long can I use a Yoco Go card machine on a full charge?
You can process approximately 500 transactions or 700 contactless transactions on your Yoco Go card machine after it has been fully charged.
IMPORTANT: To maximise the life-span of your card machine we recommend charging from a plug socket in the wall. Use a branded USB plug with a surge-protector. Do not charge your card reader overnight as it will deteriorate the effectiveness of your battery over time.
Cleaning your Yoco Go
The Yoco Go card machine is made to endure general wear and tear and daily use. However, it must be treated with care for it to last.
Here are some things you can do to ensure that your card machine stays well maintained:
Regularly check both card slots to make sure they stay free of debris and dirt.
Avoid charging your card machine overnight.
Store your card machine in a cool place and avoid extreme temperatures.
Due to the sensitive nature of the card machine, we encourage all merchants not to drop the card machine.
Do not open or attempt to fix the machine as this will result in the machine going into an irreversible system tampered mode.
Avoid using the card machine near electrical appliances or other devices that cause excessive voltage fluctuations or emit electrical noise (for example, air conditioners, electric motors, neon signs, high-frequency or magnetic security devices, or computer equipment).
Yoco card machines are not waterproof - please avoid all contact with water and other liquids.
The Yoco Go card machine comes with a 1-year manufacturer warranty, which covers any manufacturing defects from the day you receive it.
Get the Troubleshooting Guide here.