To get started with the Yoco Point of Sale (no matter your business or setup), you'll first need to make sure you've signed up with Yoco and completed your profile for verification. This is so you can start customising your Yoco settings for selling, and we can lawfully pay you out.
Step 1: Sign up with Yoco
There are two quick and easy ways to sign up with Yoco:
Visit hello.yoco.com OR
Download the free Yoco Mobile App (Android and iOS) or head to the Yoco Web App online (no download necessary).
Need help signing up? Follow our simple step-by-step guide.
Step 2: Complete and verify your Yoco profile
During the sign-up process, you’ll be asked for important business and personal information, which will be used to create your Yoco Profile. Once your profile has been set up, we are required by law to complete identification and verification checks so that we are allowed to pay you out when you start making sales.
Find out what you need to complete your Yoco setup and checks.
💡 Good to know: You can only add Products and staff members to the Yoco App once your Yoco profile has been verified.
Step 3: Link your card machine to your Yoco profile
Once your Yoco profile has been verified, it’s time to link your card machine to your profile so that you can start transacting.
Log in to the Yoco App.
Tap on your business name in the top right corner of the Yoco Mobile App or click on it in the bottom left corner of the Yoco Web App.
When the Business settings page opens up, select the Card machines tile.
Your card machine should be listed. If it isn’t listed, click the + Add card machine button and enter the serial number on the back of your card machine.
Step 4: Set up your POS settings in the Yoco App
Use the Yoco App to customise your Counter and POS payments experience and to set up:
Setting up Yoco receipts
Follow these steps to customise the receipts you send to your customers.
Log in to the Yoco App.
Tap on your business name in the top right corner of the Yoco Mobile App or click on it in the bottom left corner of the Yoco Web App.
When the Business settings page opens up, select the Receipts settings tile.
Select the Edit button in the Details section to:
Choose the type of receipt (receipt or tax invoice).
Add a tagline for your business.
Include a receipt footer with additional information – your website address, opening hours, specials, etc.
Decide if you want your phone number to appear on receipts.
Once you’re happy with your choices, select the Save changes button.
Now select the Preview tile above the Details section to review your receipt.
You can add/change your business logo and social media handles on the Business details page. Find out more here.
Setting up Tip settings
Manage your tip settings for your Yoco card machine(s) and the Yoco POS App in the Tip settings page of the Yoco App.
Log in to the Yoco App.
Tap on your business name in the top right corner of the Yoco Mobile App or click on it in the bottom left corner of the Yoco Web App.
When the Business settings page opens up, select the Tip settings tile.
Toggle the switch to the ‘on’ position to select the right option for your business.
Whichever tip setting you choose will be applied to all your Yoco card machines and/or the Yoco POS App.
Setting up Payment methods
Did you know that Yoco card machines and the Yoco POS App don’t only record card payments? Your customers can choose from more than 10 payment methods when buying from your business, but because Yoco doesn’t process these payment methods (or charge fees for them) they are recorded in your Sales History for record-keeping and reporting purposes only. Here’s how to activate them.
Log in to the Yoco App.
Tap on your business name in the top right corner of the Yoco Mobile App or click on it in the bottom left corner of the Yoco Web App.
When the Business settings page opens up, select the Payment methods tile.
Toggle the switches to the ‘on’ position to select the payment methods that work for your business. Whichever payment methods you activate will be applied to all your Yoco card machines and/or the Yoco POS App.
💡 Good to know: Card, payment link and cash are 'always on' as payment methods – you don't need to activate them.
Refunds can only be requested for card payments. However, it is possible to resend receipts and view payment details for all other payment methods.
Step 3: Set up your POS settings in the Yoco App
Now it's time to set up how you'd like to sell, and customise your Counter and POS payments experience. This is all done either from the Yoco Mobile/Web App here.
Set up your...
Yoco Receipts
Receipts are sent to your customers via email or SMS after successful payments with Yoco. You can configure your receipts by logging into the Yoco Web App here or using the Yoco Mobile App.
Go to the Business Settings section in the Yoco App.
Click on the Receipt settings tile.
In the "Details" section, click Edit.
Here, you can:Choose your Receipt Type (Receipt or Tax Invoice).
Add a Business Tagline to describe your business.
Enter a Receipt Footer for additional information (opening hours, specials, etc.).
Decide whether to show your phone number on receipts (default is on; toggle off if preferred).
Use the Preview tile at the top to review your receipt.
💡 To add/edit your business's logo or social media handles, visit your business details page.
Tip settings
Do you receive tips for good service? Manage your tip settings for all Yoco card machines and the Yoco POS in the Tip Settings page of your Mobile or Web App.
💡 Setting up tips in the Yoco Mobile/Web App automatically updates all your card machines.
Payment methods
💡 You can use your Yoco card machines and the Yoco POS to record other payment methods, not just card payments! Like cash payments, recording sales with other methods will contribute to your Yoco Sales History for reporting and insights.
Note: Yoco does not process other payment methods or charge fees for them. Refunds for these methods cannot be made from your Yoco Sales History, but you can resend receipts and view payment details. These methods are for record-keeping only; Yoco does not integrate directly with these providers.
Your Payment methods settings are in the business settings section of the Yoco Web App. Ten payment methods are available for record-keeping, with Card, Cash and Payment link always active.
💡 To activate a payment method, simply toggle the button on or off. Changes will reflect on all your Yoco card machines and POS.
Step 4: Add your Products Catalogue in the Yoco App
When using the Yoco POS App to process a sale, quickly tap to add products to the bill before taking payment on your Neo Touch. This speeds up checkout and provides detailed reporting in your Yoco App's Hub, allowing you to track product and category performance.
Interested? To get started with adding your Brands, Categories, and Products, check the User Guide here.
Step 5: Create PINs for your staff access in the Yoco App
Creating a staff profile allows team members to log in to your Yoco card machines and the Yoco POS App, ensuring their sales are recorded under their name. This improves staff performance reporting and speeds up cash-ups at the end of each shift.
For your Yoco profile, there are fundamentally two types of staff login types: PIN-only logins reserved for staff members (with the most limited permission settings), and username & password logins for all users with permission levels above that of a "staff member". For staff who only need to be able to log in to the Yoco POS App to make sales, a PIN-only profile gives managers a quicker and easier way to quickly manage access during busy trade.
Note: Only Administrators can add new staff members.
To add a PIN-only staff member profile:
Click on the + New Staff Member button to fill out the staff profile form.
Choose the User Type as Staff member.
Add the staff member's first and last name (required fields).
Create a PIN for secure staff switching while using the Yoco POS.
The staff member will need to create a new 4-digit PIN when they sign in to the Yoco POS App for the first time. After that, they're ready to start selling and performing staff switching as needed.
To add a username & password (manager) staff profile:
Click on the + New Staff Member button to fill out the staff profile form.
Choose the User Type: Administrator, Manager, Supervisor, or Custom. Selecting a user type shows the associated permissions. For more control, choose Custom and select specific permissions.
Add the first and last name (required fields).
Provide either a mobile number or email address for their Yoco login username.
💡 Adding both is recommended for easier password management and 2-Factor Authentication.
Create a PIN for secure staff switching while using the Yoco POS.
The manager/supervisor etc will receive an invite via email or SMS with their new login details.