What can the Neo Touch do without a POS system?
When you use your Yoco Neo Touch as a standalone device (without connecting to the Yoco POS App or third party POS software), you can do all this on the device itself:
Take card payments
Record cash sales
Accept tips
Create sales notes
Send SMS and email receipts
Process refunds
Perform secure handovers using staff switching
View your sales history
✨ Please note: It’s not possible, when using your Neo Touch as a standalone device, without a POS system, to create a product catalogue or manage your stock. To access these features, you’ll need to connect your card machine to a mobile phone or tablet (iOS or Android) running the Yoco POS App, or to Yoco Counter, which comes with the Yoco POS App pre-installed. Click here to find out more about using the Neo Touch with the Yoco POS App.
How to set up your Neo Touch as a standalone device
1. Link your device to your Yoco profile
If you bought your Neo Touch from Yoco.com, it should already be linked to your Yoco profile and business, so you’ll be able to transact immediately. If you bought your Neo Touch from a retail store or secondhand, and you haven’t signed up with Yoco yet, you can do that here. Then, follow these steps below to link your Neo Touch to your Yoco profile.
Go to your Business settings by tapping on your business name in the top right corner of the Yoco Mobile App, or clicking on it in the bottom left corner of the Yoco Web App.
When the Business settings page opens up, select the Card machines tile/widget.
Select the + Add card machine button.
Enter the serial number for your Neo Touch (you’ll find it on the white sticker on the back of your device in the format S/N XXXXXXXXXXX) and select the blue Confirm button.
✨ Seeing an unknown error while trying to link your card machine? If your device was bought secondhand, it’s likely that the error is showing because the card machine is still connected to another Yoco profile. Find out how to transfer a card machine to another profile here.
💡 Good to know: If you have more than one Yoco card machine linked to your Yoco profile, you can add a nickname for each one in the Yoco App (mobile or web) and the nickname will appear on the home screen of each device.
Log in to the Yoco App (mobile or web).
Go to your Business settings by tapping on your business name in the top right corner of the Yoco Mobile App, or clicking on it in the bottom left corner of the Yoco Web App.
Select the Card machines tile/widget.
Select the black Edit nickname button (look for the pencil icon).
2. Turn on your device
Press and hold the power button on the right side of your Neo Touch for three seconds. Next, enter the email address or phone number linked to your Yoco profile, as well as the password you created when you signed up, and tap Log in.
✨ Forgotten your password? Tap Forgot your password to reset your password using the link that’s sent to your phone or email. Use the same details you used when you signed up. Or, chat to us here.
Once the device has started up, you’ll see a blue New sale button as well as two tabs on the home screen.
History
Select the History tab on your Neo Touch to access a record of all your Yoco transactions that you can filter by date, payment type, and device. To resend or reprint a receipt for a completed sale, tap the relevant transaction and then Send receipt or Print receipt.
💡Good to know: You can also view your Yoco sales history in the Yoco App (mobile or web) by selecting the Sales history widget/tile in the Hub tab.
Sales tools
Select the Sales tools tab on your Neo Touch to activate/deactivate these sales tools for your card machine: Cash payments, Tips, and Staff switching.
3. Activate sales tools on your device
The following sales tools can be activated/deactivated by selecting the Sales tools tab on the home screen of your Neo Touch:
How to activate/deactivate sales tools
Tap on the Sales tools tile on your Neo Touch home screen.
Toggle the button to the ‘on’ position to activate a sales tool.
Toggle the button to the ‘off’ position to deactivate a sales tool.
💡 Good to know: By activating/deactivating any of the sales tools (Cash payments, Tips, Staff switching) on one Neo Touch, you automatically activate/deactivate them on all your Neo Touch devices.
⚒️ What happens when you deactivate a sales tool? Deactivating a sales tool simply removes the feature from your all your Neo Touch devices until you activate it again – it won’t delete any information.
Cash payments
Cash payments can be activated on your Neo Touch over and above card payments. Once the Cash payments sales tool is activated, all cash payments will be recorded in your sales history (where you can filter them by payment type) for recording-keeping purposes, reporting and insights only.
💰 Cash payments don’t integrate with external payment providers because Yoco doesn't process cash payments, or charge fees for them.
💡 Good to know: You can also enable the following payment methods for record-keeping and reporting purposes. Head here to find out how.
QR code (to accept online payments via a QR code like SnapScan)
EFT (to record sales paid via EFT from banking sites)
Delivery (to record deliveries separately)
Gift Card (to accept gift cards other than Yoco vouchers)
Free (to record free giveaways)
Online (to accept online payments not made through Yoco)
Account (to record sales for customers who have accounts with your business)
eWallet (to record sales from customers who prefer to pay into your eWallet)
Other (to record any other sales)
✨ Please note: You can process refunds for cash and card payments (find out how to do that here), but not for any of the other payments mentioned above. You can, however, resend receipts and view other payment details for all payment methods.
Tips
By enabling the tips sales tool, your customer can select whether they would like to add a tip (either a percentage amount or a custom amount) to their bill.
Staff switching
By activating the staff switching sales tool on your Neo Touch device, you can:
Create individual staff profiles in the Yoco App (mobile or web), and easily switch between them, so that you can keep track of your staff sales during different shifts.
Set up specific permissions for each staff member to protect sensitive information and allocate unique PINs to ensure secure handovers.
Cash up for each staff member and, by accessing this data, help your staff keep track of their sales and tips.
Track which staff member is using the card machine (and when) in the Yoco App (mobile or web).
👩🦱 Can’t activate staff switching? Only user profiles with permission to manage staff (Administrators, Supervisors, and the owner of the Yoco profile) are able to turn staff switching on and off. Click here to find out more about permission settings.
💡 Good to know:
When you activate staff switching on your Neo Touch, the staff profiles you’ve created in the Yoco App (mobile or web) will automatically reflect on your card machine. Any changes you make to these profiles in the app will immediately reflect on your device.
If you have multiple Neo Touch devices linked to your business and you’ve activated the staff switching tool for one of them, this tool will automatically be activated across all linked devices.
👩 Find out all about managing your staff through the Yoco App. Follow our step-by-step guide to creating, changing and removing staff profiles, adding and updating PINs, tracking sales for each staff member, and more.
4. Customise your receipts
Before you start selling with your Neo Touch, take a moment to customise the receipts you’ll be sending or printing out for your customers in the Yoco App (mobile or web). You can add your business contact details, tagline, logo, and more.
Click here to find out how.
How to sell with your Neo Touch (as a standalone device)
Completing a card payment
Tap the blue New sale button on the home screen.
Enter the bill amount and tap the blue tick button.
Select Card as the payment method.
Allow your customer to tap the relevant tile to add a tip (either a percentage of the bill or a custom amount) or select the blue Pay without tip button to continue.
Invite your customer to tap or insert their card to complete the payment.
Select the Send receipt button to send your customer a receipt via SMS or email, or press the Done button to complete the transaction.
If you choose to send a receipt, enter your customer’s email address or mobile number and tap the blue Send button.
💡 Good to know: If you need to resend a receipt from your Neo Touch, you can do it from the History tab on your device or by logging in to the Yoco App (mobile or web):
Select the Sales history tile/widget in the Hub tab.
Tap the relevant sale and choose the Send receipt button.
✨ Top tip: The best way to get comfortable with your new Neo Touch is to process a test transaction. Enter a minimum of R2.00 and tap with your personal bank card when prompted.
Add a note to your transaction
When you’re making a sale on your Neo Touch, you have the option of adding a note (e.g. an invoice number or your customer’s name) when you enter the transaction amount.
Select the Add note button on the payment screen.
Add the relevant information to your note.
Select the blue Save button.
Completing a transaction with cash or a custom payment method
You can capture unique payment methods from QR codes to EFT payments and more on your Neo Touch for record-keeping purposes. Find out how to set up Custom Payment Methods in the Yoco App.
💡 Good to know: Cash is ‘always on’ as a payment method in the Yoco App (mobile or web). If you’d like to record cash payments on your Neo Touch, enable the Cash payments sales tool on your device – click here to find out how.
💵 Want to record tips for cash sales on your Neo Touch?
Go to the Sales tools tab on your device.
Toggle the Tips switch to the ‘on’ position.
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.
Tips are now activated for all custom payment methods on your Neo Touch!
Recording a cash payment
Tap the blue New sale button on the home screen.
Enter the bill amount and tap the blue tick button.
Select Cash as the payment method.
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 tick button and hand the customer their change.
A sale summary will appear on your screen reflecting the change and tip amounts.
Tap the Get receipt button if you would like to send the customer a receipt via email or SMS.
✨ 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 Khumo/Khumo Print. Click here to find out how you can add and manage other payment methods.
Want to add a tip to non-cash or card payments? Simply enter the amount the customer has paid you via EFT, QR code, voucher, or another custom payment method, and your card machine will automatically calculate the tip, as change will not be given for these payment methods.
Requesting a refund
Click here to find out how you can request a refund directly from your Neo Touch card machine.
How to switch staff members
Once you’re up and running and selling on your Neo Touch, it’s easy to securely switch staff members so that you can track their sales activity.
Tap on the name of the staff member who is currently using your Neo Touch.
You’ll find this on the left of the home screen, just below the welcome message.
A list will drop down with the staff profiles you’ve created in the Yoco App (mobile or web).
Tap on the name of the staff member using the card machine next and ask them to enter their 4-digit PIN.
Once the staff member has entered their PIN, they should tap the blue button with the white tick.
To confirm that the new staff member is logged in, look for their name on the left of the home screen, just below the welcome message.
💬 Need help? Find out all about troubleshooting the Neo Touch, or click here to start a conversation with our Support Team.