Ready to start accepting payments with your Neo Touch card machine now that it’s paired it with the Yoco POS App? Let’s take a closer look at how you can do that, and a lot more.
✨ Haven’t connected your Neo Touch to the Yoco POS App yet? Follow our step-by-step guide here.
Download the Yoco POS App
Completing a card transaction
Log in to the Yoco POS App using the same email address and password you created during your Yoco sign-up.
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. You can switch between these buttons during each sale.
Use the keypad to enter the total amount for the sale or to add products from your product catalogue to the bill – this is great for tracking product performance and detailed reporting.
🍔 Need help setting up a product catalogue? Click here for step-by-step instructions.
If you’re using the Yoco POS App on a tablet, go straight to step 5. If you’re using the Yoco POS App on your mobile, tap the blue cart icon.
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 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 iPad/tablet or smartphone 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.
✨ 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.
💡 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.
✨ Top tip: The best way to get familiar with the Yoco POS App is to complete a test transaction. Simply enter a minimum of R2.00 and tap your Neo Touch with your own card when prompted.
💡 Good to know: You’ll only receive your first payout when you've made at least R10 in sales.
Looking for a superior POS experience for your business? Yoco Counter is a powerful, easy-to-operate POS system that integrates hardware, software (the Yoco POS App is pre-installed), and payments into one simple solution. It also connects seamlessly with the Yoco Neo Touch card machine for fast customer-facing payments. Find out more about what it can do for your business here.
Adding a note
→ Sale note
When you’re making a sale from the Yoco POS App, 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 your Neo Touch (using the Yoco POS App) 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
If cash has been toggled on as a payment method in the Yoco App (mobile or web), you can use the cash payments toggle on your Neo Touch (connected to the Yoco POS App) to enable/disable cash payments on the device whenever you like:
Tap the Control centre tab.
Tap the Sales tile/widget.
Toggle the Cash switch to the 'on' or 'off' position.
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.
💵 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
Open the Yoco POS App.
Create a new sale by adding an amount or products to your bill.
If you’re using the Yoco POS App on a tablet, go straight to step 4. If you’re using the Yoco POS App on your mobile, tap the blue cart icon.
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 8.
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.
✨ Have you activated other payment methods?
You can enable several non-card payment methods besides cash in the Yoco App (mobile or web) for record-keeping and reporting purposes only. These include QR code, EFT, and online. Once activated, they will appear as payment methods on your Neo Touch at checkout. 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, or another non-card payment method, and your Neo Touch will automatically calculate the tip (as no change will be given for these payment methods).
Completing a sale with a payment link
A payment link is a secure URL that lets customers pay online using their preferred payment method. Here’s how you can to close a bill 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 – this payment method is always enabled and can't be disabled.
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 the Yoco POS App with your Neo Touch.
→ 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 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 Apply discount button.
The discount will now reflect on the sale below the item you've 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 the Yoco POS App, you can split card and cash payments so that your customers can pay separately for one bill.
How to split a payment
Open the Yoco POS App.
Create a new sale by adding an amount manually (it must be more than R2.00), or by adding items from your product catalogue.
If you’re using the Yoco POS App on a tablet, go straight to step 4. If you’re using the Yoco POS App on your mobile, tap the blue cart icon.
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.
Receipts
→ Sending a receipt
Once you’ve completed a sale, your customer can scan a QR code on your Neo Touch card machine for a digital receipt.
Or, you can tap the Get receipt button and then the Send receipt on POS button on your iPad/tablet or smartphone, if you customer wants their received sent to them via SMS or email.
If you choose step 2, 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.
→ Resending a receipt
It takes seconds (literally) to resend a receipt from your POS App History.
Tap the History tab in the side navigation.
Tap the sale you want to resend a receipt for in your POS App History.
When the sale opens up, tap the Send receipt button.
Enter your customer's email address or mobile number and tap Send receipt.
💡 Good to know: You can resend a receipt in the same way via your sales history in the Yoco App (mobile or web).
💡 Ways to use saved orders 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.
Refunds
Need to refund a sale from the Yoco POS App? Find out how to do it here.
Sales history
You’ll find a record of all the sales you’ve made with your Neo Touch from the Yoco POS App in the History tab in the Yoco POS App.
From the Yoco POS App History you can:
1. Check sale details
Tap the History tab, then 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 POS App History lets you search for a sale by date, amount, receipt number, bill number, or sales note details. You can also filter your search by date, device (which card machine the sale was made on), and staff member.
💡 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?
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
By using the filters in your Yoco POS App History, you can make staff cash-ups easier than ever.
Log in to the Yoco POS App.
Tap on the History tab.
Search by date range, device (which Neo Touch card machine the sale was made on), and/or staff member 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.
4. Add a sales note
Need to add a note to a completed sale? It’s easy to do in your Yoco POS App History. Click here for step-by-step instructions.
💡 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
Staff switching in the Yoco POS App ensures secure staff handovers between shifts and accurate staff sales and performance reports.
👩 Find out how to manage your staff through the Yoco App (mobile or web). 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.
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 a list of available staff and admin profiles.
Select the name of the staff member who needs to log in from the list.
Ask the selected 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.
Need more help?
Start a conversation with a Yoco Support consultant via our in-app chat.