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.
Completing 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.
Tap the Card button at the bottom of the screen.
Direct your customer to your Neo Touch to pay. If you've switched the Customer adds a tip on the card machine toggle on in Tip settings in the Yoco App (mobile or web), they can add a tip before they tap, swipe or insert their card.
If your customer would like a digital receipt, they can scan the QR code on your Neo Touch device.
Alternatively, you can tap the Get receipt button on your Counter and share the receipt with your customer via SMS or email. Click here to find out more about receipts.
Select the Done button to complete the transaction.
🍔 Need help setting up a product catalogue? Click here for step-by-step instructions.
💡 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 Shortcuts button at the bottom of the screen.
Tap the Add shortcut button.
Select one of the empty blocks with the + (plus) sign.
Add a product, brand or category.
✨ Does your business have multiple locations? Upgrade to the Accelerate Plan, and add locations to your devices(s) and the Yoco POS App to track your sales and stock by store/site. Click here to find out how.
✨ 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.
Adding a note
→ Sale note
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 + Note button at the top of the screen.
Enter a note so that you can easily find the sale in your sales history, then tap the Save button.
→ Product note
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.
Recording transactions with non-card payment methods
You can capture non-card payment methods from cash to QR codes and more on Yoco Counter for record-keeping and reporting purposes. Once activated, these payment methods will be visible on your device at checkout.
✨ Click here to find out how you can enable and disable cash and other non-card payment methods in the Yoco App (mobile or web).
⭐ Top tips for cash payments
Once cash has been activated as a payment method in the Yoco App (mobile or web), all cash payments will be recorded in your Sales history (where you can filter them by payment type) for record-keeping purposes, reporting and insights only.
Please note:
Cash can only be enabled as a payment method by staff members with the 'Manage business settings' permission selected in their profile. Click here to find out about managing staff profiles and permissions.
Want to record tips for cash sales?
Go to your Business settings by selecting your business name in the top right corner of your screen (mobile app) or from the menu on the left of your screen (web app).
Select the Tip settings tile.
Toggle the Add tip every time you start a payment switch to the ‘on’ position.
Want to add tips to non-card payments?
Simply enter the amount the customer has paid you via EFT, QR code, or another non-card payment method and the tip will be calculated automatically, as change will not be given for these payment methods.
→ Recording a cash sale
💰 Cash payments don’t integrate with external payment providers because Yoco doesn't process cash payments, or charge fees for them.
Create a new sale by adding an amount or products to your bill.
Tap the Payment options button at the bottom of the screen.
Select Cash as the payment method.
Enter the cash amount the customer has given you.
The change will now reflect in the pill-shaped button. If you’ve activated Tips in the Yoco App (mobile or web), the tip will appear as R0.00 next to the change amount. If you haven't activated Tips, move on to step 7.
Tap the pill-shaped button and enter the cash amount the customer would like you to give back to them. The tip amount will be calculated automatically.
Tap the blue Pay button and hand the customer their change.
A sale summary will appear on your screen reflecting the change and tip amounts (if applicable).
Tap the Send receipt button if you would like to send the customer a receipt via email or SMS. If you're using the Yoco Printer, you’ll also have the option of printing cash and itemised receipts.
Tap Done to complete the sale.
Completing 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 close a bill on your Counter with a Yoco payment link.
Tap the Payment options button when you’re ready to complete the sale.
Select Payment Link as the payment method.
Enter your customer’s name by tapping the Add 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.
Once your customer has received the payment link via the selected channel (QR code, WhatsApp, email, etc.) they can use it to pay for their purchase.
✨ Click here to find out how you can share, reshare, delete and manage your payment links on the Yoco POS App.
Discounting an item or order
It’s easy to give your customers a discount on their total order, or individual items, when you’re using Yoco Counter.
→ Discounting 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 the screen.
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 Apply discount button.
The discount will now reflect at the bottom of the sale.
Tap the Payment options or Card button to complete the sale.
→ Discounting individual items
Create a new sale by entering an amount or 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 Apply discount button.
The discount will now reflect on the sale below the item you have discounted.
Tap the Payment options or Card button 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.
Split payments
With Yoco Counter, you can split card and cash payments so that your customers can pay separately for one bill.
Create a new sale by entering an amount, or by adding items from your product catalogue.
Tap the Payment options 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 a payment button.
Select the first payment method.
Enter the first amount to be paid and tap the blue Add Payment button.
If you selected Card as the payment type, you'll be prompted to take payment on your Neo Touch.
Once your customer has paid, you can 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 Done button when the first partial payment has been completed.
Tap the Add a payment button to process the next partial payment.
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.
Saved orders
This feature lets you run tabs, tables and accounts easily on Yoco Counter, and settle them whenever your customers are ready to pay.
Create a new sale by entering an amount, or by adding items from your product catalogue.
Tap the Save button at the top of the screen (next to the red trash can).
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
→ Sending a receipt
Once you’ve completed a sale, select the Get receipt button if your customer requests a receipt.
Your customer can now scan a QR code on your Neo Touch card machine for a digital receipt.
Or, you can tap the Send receipt on POS button on your Counter.
If you choose step 3, enter your customer's email address or mobile number, then tap the Send button.
Select the Done button to complete the transaction.
💡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.
→ Printing 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).
→ Resending a receipt
It takes seconds (literally) to resend a receipt from your Counter History.
Tap the History tab in the side navigation.
Tap the sale you want to resend a receipt for.
When the sale opens up, 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 the Sales history on your Counter.
Tap the History tab in the side navigation.
Find the sale you want to refund in your sales history and tap on it to view the Sale details.
Tap the Refund 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. You also have the option to choose the Change amount button if you are doing a partial refund for your customer.
❗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. Assign sales to staff members
Need to assign a past sale to a staff member – or reassign it to a different staff member?
Log in to the Yoco POS App.
Tap on the History tab.
Select the sale you want to assign/reassign to a staff member.
When the Sale Details page opens up, select the Assign sale button under the Order details section.
Select the name of the staff member you want to assign/reassign the sale to.
Tap the blue Assign sale button at the bottom of the screen.
3. Cash up staff
Use the filters in the History tab on your Yoco Counter to 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!
4. 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 at the top of the Sell tab.
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.
Select the name of the staff member who needs to log in from the list.
Ask the staff member to log in using their PIN.
The name of the staff member who has just switched will now display in the top right corner of the Sell tab.
👨 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 learn all about it.
Need more help?
Start a conversation with a Yoco Support consultant via our in-app chat.