If you're using the Yoco Neo Touch without linking to a POS App, or the Yoco Khumo or Khumo Print, you can activate your preferred Sales Tools on your card machine(s). Tools can also be activated on the Yoco Web and/or Mobile App – if you take this route, your changes will automatically reflect on all your card machines.
If you haven't activated your Sales Tools, you won't see the option to select products, add a tip, switch staff profiles, or use other payment methods, on your Yoco card machine.
On the Yoco Neo Touch
To activate your Sales Tools, press on the 'Sales tools' button at the bottom right of your Neo Touch home screen:
Here, you can switch on the toggle for Cash Sales, Tips and/or Staff switching.
💡 Cash payments are automatically enabled on all Yoco card machines.
When accepting payments on your Neo Touch, you'll now have the option to:
Choose whether the payment is cash or card (if cash is enabled)
Your customer will be asked if they'd like to add a tip (if tips are enabled)
Your staff can switch users on the Neo Touch using their staff PIN or passwords (if staff switching is enabled).
Check out this guide on how to add staff and create PINS for secure staff switching.
To Remove Sales Tools:
Go to ‘ Sales Tools’ → toggle the button to "Off" position next to the Sales Tool you'd like to deactivate on all your Neo Touch devices, at any time.
Note: You must be a business owner on the Yoco profile linked to the card machine, to be able to turn on Staff Switching. Only user profiles with permission to manage staff (admin, supervisor, manager etc.) are able to turn off staff switching. Learn more about user permission settings here.
On the Yoco Khumo or Khumo Print
From the home screen, select ‘Sales tools’
Toggle the button to the on position to activate the tool(s) you’d like to use:
Cash payments: Allows you to select cash as a payment option for your customers and lets you see whether a payment was made by cash or card. Find out more here.
Tips: Allows customers to add a tip when paying a bill. Tips are recorded along with the sale (in your sales history details) as well as in your staff summary reports in the Yoco Mobile or Web App here.
Products: Allows you to select from a catalogue of products that you create and manage on the Yoco Web and/or Mobile App. Find out more here.
Staff switching: Allows your staff members to securely switch between users during a shift, so that all sales are recorded accurately per staff member. Find out more here.
To deactivate a tool, toggle the button to the off position.
Setting up Tips from the Yoco App
Manage your business tip settings, from your Mobile or Web App in the Tip Settings page in your business settings.
💡 When you set up Tips on the Yoco App, all your card machines will automatically be updated with your selection.
Using Neo Touch Sales Tools with a Point of Sale
If you're using the Neo Touch with the Yoco POS App, all your sales tools and other settings can be customised on the Yoco Mobile/Web App. If you’re using the Neo Touch with a Yoco Partner Point of Sale (Lightspeed or Loyverse), you'll need to activate the sales tools you'd like to use, on the POS. Once you've done that, all your card machines will automatically be updated to reflect your choices.
For more on how to set up your Neo Touch and Point of Sale, check out this article.
Customise your Yoco receipts
Add contact details, your logo and slogan, trading hours, social media handles, and more to your receipts. Here's how.
Step 1: Update your business details
Log in to the Yoco Mobile App or Yoco Web App here and select your business name to open your Business Settings. Next, select the Receipt Settings tile to edit or update your trading name, VAT number, default VAT % charge, phone number, and trading address.
Step 2: Add to or edit your receipt
Select the 'Edit' button to add or edit your Yoco receipt details.
Receipt details
Customise your receipt with these optional extras to give your business an edge and to take advantage of the free advertising space.
Upload your logo from your device in any format and update your basic business details (VAT number, address, contact details etc.) by editing your business details here.
Choose your Receipt Type (Receipt or Tax Invoice) – both will show a VAT breakdown.
Add your Company Slogan – this is typically a short sentence that describes the essence of your business.
Enter a Receipt Footer – this could be your opening hours, delivery details, latest specials and discounts, extra contact details or anything else you like. And you can change it any time.
Choose whether or not you'd like your profile phone number on your receipts. It's automatically set to appear – just click on the green toggle button to hide it.
Add Social Media Handles like Facebook, Twitter and Instagram to boost your social traffic.
Step 3: Preview your receipt
Take a look at the final product to make sure you’re happy! Your receipt preview is always available at the top of your Receipt Settings page – simply select the 'Preview' button to view.
Setting up other payment methods
Yoco card machines and/or the Yoco POS are able to record the following 10 payment methods over and above card payments.
QR code
Cash
EFT
Delivery
Gift Card
Free
Online
Account
eWallet
Other
Please note: All of the above can be activated for record keeping purposes only and will not integrate with external payment providers directly. Card and Payment Link are always on and cannot be deactivated.
Your Payment Methods Settings are located in the Business Settings section of the Yoco Mobile/Web App. To activate these payment methods simply toggle the button on or off. Changing these payment methods will be reflected on all your Yoco card machines and your Yoco POS.
💡 Yoco doesn't process other payment methods, or charge you any fees for using them. This means you can't action a refund of another payment method from your Yoco Sales History, but you can resend receipts and view other payment details.
Have you completed your Yoco Profile for Payouts? Check out this article for guidance.