Ready to start accepting payments with your Yoco Counter now that it’s set up and connected to your Neo Touch? Let’s take a closer look at how you can do that, and a lot more.
✨ Haven’t set up your new Counter yet? Follow our step-by-step guide here.
How to complete a card payment
Log in to the Yoco POS App on your Counter using the same username (email address or mobile number) and password you created when you signed up with Yoco.
Select the Sell tab.
Select the Amount button to enter the total amount for the sale, the Products button to add products from your product catalogue, or the Shortcuts button to add your most popular products to the bill.
🍔 Need help creating your product catalogue? Click here for our step-by-step guide.
4. Tap the blue Charge button at the bottom of the screen.
5. Select Card as the payment method.
6. Ask your customer to tap or insert their card and enter their PIN on the keypad.
7. If your customer would like a receipt, tap Send Receipt, enter their email address or mobile number and tap Send.
8. If your Yoco Counter is connected to a Yoco Printer, tap Print receipt to print a receipt for your customer.
9. To complete the transaction, select Done.
💡 Good to know: Shortcuts allows you to create a separate page for your bestselling products so that you can access them immediately, without having to scroll through your entire product catalogue (excellent for saving time during peak hours!) To add a shortcut for one or more of your products:
Tap the More tab and select Shortcuts under the Manage Point of Sale heading.
Select one of the empty blocks with the + (plus) sign.
Add a product, brand or category.
✨ Top tip: The best way to get familiar with your new Yoco Counter setup is to complete a test transaction. Simply enter a minimum of R2.00 and tap your card machine with your own card when prompted.
Add a note to your transaction
When you’re making a sale on Counter, you have the option of adding a note (e.g., an invoice number or your customer’s name) to each new sale.
Once you’ve created a new sale, tap the + Add note button.
Enter a note so that you can easily find the sale in your sales history.
Add a note to an item
Counter also gives you the option to add a note to each item on the bill – e.g., you could specify that a cappuccino needs to be made with oat milk, or that your customer would like to remove one pizza topping and replace it with another.
Once you’ve created a new sale, tap the arrow to the right of the item.
Select Add note and enter the relevant details.
To edit the note, tap the arrow to the right of the item and select Edit note.
How to record a cash sale
Cash payments will reflect in your POS App History for record-keeping and reporting purposes only – they won’t integrate with external payment providers directly.
Create a new sale by adding an amount or products to your bill.
Tap the blue Charge button at the bottom of the screen.
Choose Cash as the payment method.
Enter the amount of cash the customer has given you.
Tap the blue Pay button.
If the customer hands you more cash than the bill total, the change owed will be displayed on screen.
If you’ve activated tips in the Yoco App (mobile or web), you’ll have the option to enter a tip and tap Set tip.
The change owed to the customer (if applicable) will now be displayed less the tip amount.
Tap Done to complete the sale.
✨ Have you activated other payment methods? You can enable several other payment methods like QR code, EFT, online and gift cards in the Yoco App (mobile or web) for record-keeping and reporting purposes only. Once activated, they will display next to card and cash (always on) as payment methods on your Counter. Click here to find out how you can add and manage other payment methods.
How to complete a sale with a payment link
A payment link is a secure URL that allows customers to pay online using their preferred payment method. Here’s how you can to close a bill on your Counter with a Yoco payment link.
Tap the Charge button when you’re ready to complete the sale, and select Payment Link as the payment method.
Enter your customer’s name by tapping the Set customer name button.
Select the method (QR code, email etc.) you’ll be using to share the payment link.
Tap the blue Done button to complete the sale.
✨ Click here to find out how you can share, reshare, delete and manage your payment links on the Yoco POS App.
Online vouchers
An online voucher is the perfect way for customers to introduce your business to their family and friends. Start selling vouchers from your online voucher page today and give your business an added boost.
✨ Click here for a step-by-step guide to creating, sending and completing online vouchers from Yoco Counter.
Split payments
With Yoco Counter, you can split card and cash payments so that your customers can pay separately for one bill.
How to split a payment
Create a new sale by entering an amount, or by adding items from your product catalogue.
Tap the blue Charge button at the bottom of the screen.
Tap the Split bill button just below the bill total.
To add the first partial payment of the bill total, tap the Add payment button.
Select the first payment method.
Enter the first amount to be paid and tap the blue Add Payment button.
If you select Card as the payment type, you'll be prompted to take payment on your Neo Touch.
If you’ve activated tips in the Yoco App (mobile or web), you’ll have the option to enter a tip and tap Set tip.
Once your customer has paid, you have the option to send them a receipt via email or SMS. You can also print a receipt if your Yoco Counter is connected to a Yoco Printer.
Tap the blue Add payment button to process the next partial payment of the bill total.
Once all payments are made, tap the Close bill button to complete the transaction.
✨ Split payment interrupted? Don't worry, simply save the order and come back to it later.
Discounts
It’s easy to give your customers a discount on their total order, or individual items, when you’re using the Yoco POS App on your tablet/mobile.
How to discount an order total
Create a new sale by entering an amount, or by adding items from your product catalogue.
Tap the + (plus) sign next to Discount at the bottom of your New sale.
Choose a set discount of 2.5%, 5% or 10% discount OR tap the Custom tile to enter a custom amount or percentage.
Tap the blue Apply discount button.
The discount will now reflect at the bottom of the sale.
Tap the blue Charge button to complete the sale.
How to discount individual items
Create a new sale by entering an amount, or by adding items from your product catalogue.
Tap the arrow to the right of the item you want to discount.
Tap the Add discount option from the dropdown menu.
Choose a set discount of 2.5%, 5% or 10% discount, or tap the Custom tile to enter a custom amount or percentage.
Tap the blue Apply discount button.
The discount will now reflect on the sale below the item you have discounted.
Tap Charge to complete the sale.
💡 Good to know: Products cannot be added directly to Yoco Counter – your product catalogue must be created in the Yoco App (mobile or web). Follow our step-by-step guide here.
Saved orders
This feature lets you run tabs, tables and accounts easily, and settle them whenever your customers are ready to pay.
How to save an order
Create a new sale by entering an amount, or by adding items from your product catalogue.
Tap the Save button at the bottom of the screen.
Enter a name for the sale to make it easier to find when you go back to it (this is optional). If you skip this step, an order number will be generated automatically. Next, tap the blue Save order button to confirm. If you enter a name that's already in use, you'll be prompted to choose a different one.
To go back to a saved order, tap the Saved orders button in the top right corner of your screen.
When the list of saved orders appears, select the one you'd like to add to, or complete.
💡 Ways to use saved bills in your business
Run a tab for your customers (save the bill under their name), and process the payment at the end of the evening.
Save bills that correspond to the table numbers in your venue, so that you can only need to request payment at the end of the meal or service.
Use saved bills as a way for customers to purchase on account, and then settle their balance at the end of the week or month.
Receipts
How to send a receipt
Once you’ve completed a sale, select Send receipt to send your customer a receipt via email or SMS.
Enter their email address or mobile number and tap the blue Send receipt button.
💡Good to know: Yoco card machines only process straight payment methods, where the entire transaction amount is processed. Custom payment methods aren’t authorised or processed by Yoco.
How to print a receipt
If your Counter is connected to a Yoco Printer, you can select Print receipt once you’ve completed a sale to print a recipe for your customer(s).
How to resend a receipt
It takes seconds (literally) to resend a receipt from your POS App History.
Tap the History tab at the bottom of the screen in the Yoco POS App.
Tap the sale you want to resend a receipt for in your POS App History.
Tap the Send receipt button.
Enter your customer's email address or mobile number to send a receipt via email or SMS.
Good to know: You can resend a receipt in the same way via your Sales history in the Yoco App (mobile or web).
Refunds
Need to refund a sale from on your Yoco Counter? You can refund any card transaction from your Yoco sales history.
How to process a refund
Tap the History tab.
Find the sale you want to refund in your sales history and tap on it to view the Sale details.
Tap the Refund quick action button.
Click Continue to confirm that you want to proceed with the refund.
Select a reason for the refund (this is for your reference only and won't be seen by your customer), then tap the Refund button.
❗Important: Refunds can’t be undone, so make sure you’re ready to process the refund before you select the Refund button.
The refund will appear as a new transaction in your Sales history. The original transaction will now show the refunded amount and its status will change from 'Approved' to 'Refunded'.
Sales history
You’ll find a record of all the sales you’ve made with your Yoco Counter in the History tab. From here, you can:
1. Check sale details
Tap the History tab and then on any of the sales you’ve made to view 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).
💰 Searching for a specific sale? The search function in your Yoco Counter History tab lets you search for a sale by date, devices (which card machine the sale was made on), staff member, status, payment method, and payment type.
💡Good to know: To view your combined Yoco sales (point of sale, online etc.) and manage them further, open the Yoco App (mobile or web) and select the Sales history tile from the Hub tab.
2. Cash up staff
By using the filters in the History tab on your Yoco Counter, you can make staff cash-ups easier than ever.
Tap on the History tab.
Search by Date, Device (which card machine the sale was made on), and/or Staff to view tip and sales totals per staff member, per shift.
Find out everything about managing your staff and their profiles here.
✨ Staff member forgotten their PIN? Here’s the fix!
Open the Yoco App (mobile or web).
Select the pencil icon next to the staff member’s name to open the staff profile editing screen.
Select the pencil icon on the PIN section of the staff member’s details.
Create and confirm a new PIN.
3. Add a note
Need to add a note to a completed sale? It’s easy to do in the History tab.
Tap the History tab at the bottom of your Yoco Counter screen.
Tap the sale you want to add a note to.
Tap the + Add note button under the Order details heading.
Enter anything you want to remember about this sale in the pop-up box.
Tap the Save button.
💡 Good to know: You can add a note in the same way via your sales history in the Yoco App (mobile or web). Navigate to this section via the Hub tab or the Sales tab.
Staff switching
Need to switch staff members on your Yoco Counter? Here’s how.
Check which staff member is logged in to your Yoco Counter in the top right corner of your Yoco Counter screen.
Tap the active staff member's name to view all available users, then select the name of the staff member who will be logging in next.
Ask the staff member to log in using their PIN.
👨 Need to add a staff member and set (or reset) their PIN? Click here to find everything you need to know about managing staff.
💡 Good to know: The Yoco App (mobile or web) is your ‘back office’, where you go to build and update your product catalogue, and manage staff profiles and PINs. Click here to find out all about it.