Cash is still a big part of how many businesses get paid. With Yoco, you can record and manage your cash sales alongside your card and online payments, all in one place.
✨ All Yoco devices and the Yoco POS App can record cash payments.
Enabling cash payments
The cash toggle in the Yoco App (mobile or web) lets you turn cash payments on or off for your whole business. And whatever you choose applies across all your devices.
✨ How the cash toggle works
→ When cash is toggled ON in the Yoco App
Cash appears as a payment method at checkout on your point of sale (Counter or a tablet running the Yoco POS APP) and card machines (Khumo, Khumo 2, Khumo Print, Khumo Print 2, Neo Touch).
You can turn cash off and on as a payment method on any of your card machines.
→ When cash is toggled OFF in the Yoco App
Cash won’t show as a payment method at checkout on your POS (Counter or a tablet running the Yoco POS APP) or card machines (Khumo, Khumo 2, Khumo Print, Khumo Print 2, Neo Touch).
Go to your Business settings by selecting your business name in the top right-hand corner of the Yoco Mobile App or clicking on it in the bottom left-hand corner of the Yoco Web App.
Select the Payment methods tile/widget.
Select the Edit button.
Toggle cash to the ‘on’ position.
Cash is now enabled as a payment method and will be visible at checkout on all your devices.
Guidelines for handling cash
Keep your cash secure.
Store it in a locked drawer or safe to reduce the risk of theft.Don’t let cash pile up.
Deposit it regularly so you’re not keeping large amounts on-site.Control who handles cash.
Limit access to trusted staff and put simple checks in place for cash-ups.Set your team up for success.
Train staff on how to handle cash accurately and safely.Add extra security where you can.
Cameras, alarms, and good lighting can go a long way in preventing theft.Double-check the basics.
Counting change carefully helps avoid mistakes, and your Yoco card machine can help by showing the correct change to give.
Viewing cash sales
Cash transactions are recorded in your Sales history and can be viewed as follows.
Select the Sales tab, then select the Sales history tile/widget.
To locate a specific sale, select the Method tab near the top of the screen.
When the pop-up appears, select Cash to see all your cash sales, or Other to see all your other non-card sales.
✨ Click here to find out more about using your Sales History.
Refunding cash payments
Select the Sales tab.
Select the Sales history tile/widget.
Select the sale you want to refund from your list of transactions.
Select the Refund button.
Choose a reason for the refund and select the Complete button. This is purely for your records – it won't be displayed anywhere else.
Select the Continue button to confirm that you understand that the refund will not be paid by Yoco – you’ll be required to return the money to the customer.
The sale will now show as ‘Refund approved’ in your Sales history.
Return the money owed to your customer.
✨ Please note: Yoco does not supply the money for the refund – the refund is simply recorded in your Sales history for your convenience.
Completing a cash sales recon
Need to reconcile your cash sales for a specific day or date range? You can do this easily in the Yoco App (mobile or web).
Select the Sales tab.
Select the Sales history tile/widget.
Select the Date filter near the top of the screen and enter the specific day or date range you want to reconcile.
Select the Method filter and choose Cash to view only cash transactions.
Select the Staff filter and select a specific team member to view only the cash they’ve received.
In the Amount column, you’ll see the total cash sales for your selected filters as well as a breakdown of individual cash sales for each day.
Need more help?
Start a conversation with a Yoco Support consultant via our in-app chat.