After Receiving Your Card Machine


How to do a test card transaction


If you're new to Yoco, we suggest doing a test card transaction to help you master Yoco card transactions. The SELL screen is your gateway to making sales in the Point of Sale app.

We'd suggest doing a R15 test transaction, as that's the minimum amount that we can settle into your bank account. Here's how:

  FIND OUT more about the Yoco Point of Sale (POS) app; how we check and verify your bank account, or more about our settlement guidelines.

Doing a test transaction


 iPhone  iPad  Phone  Tablet

  1. Log into the Yoco Point of Sale app using the login details you created at signup.
  2. From the menu top left, select SELL
  3. The SELL screen will default to ENTER AMOUNT. Enter R15.00 on the keypad.

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  4. Once you've entered the amount, select the green Charge button at the bottom of the screen.

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  5. A pop-up will ask you to select the payment method. Select Card.

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      IMPORTANT: Only the default card payment method will process card transactions with your Yoco card machine. Any custom payment methods won't be authorised and processed by Yoco.

  6. A pop-up will prompt you to insert or swipe a card. Insert your card in the card machine.

    App

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    Card machine

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  7. Once the card has been inserted or swiped, a pop-up will prompt you to enter your PIN. Enter your PIN on the card machine's keypad.

    App

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    Card machine

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  8. A pop-up will display that the card transaction is processing.

    App

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    Card machine

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  9. Once the card transaction has been processed, a pop-up will ask you to remove the card.

    App

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    Card machine

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  10. If the transaction was processed successfully, a pop-up will display the transaction status, and you can then send yourself a digital receipt by selecting Send receipt.

    App

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    Card machine

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      FIND OUT how to send a customer receipt.

  11. Once you've sent the receipt, select Done.
  12. Hooray! You've done a test transaction and are now ready to start transacting with your Yoco.
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