Transacting with a Yoco Card Machine


How to add a tip, discount or sales note to your sale


While making a sale, you can add a sales note, discount, or tip to your bill. If you're using the Yoco Neo, this can be actioned directly on the card machine, otherwise, if you're using another Yoco card machine, these features can be actioned from the Yoco app.

  FIND OUT how to make a sale in the Yoco app.

How to add a sales note


Yoco App  Yoco Neo Card Machine 

  1. Log in to the Yoco app
  2. Select a product to add to your bill, or enter an amount. 
  3. You can choose to add a note to the entire bill, or to an individual product on the bill.
    • If you want to add a note to the entire bill, select ADD NOTE, located on the top of your screen. 

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    • if you want to add a note to a specific product on the bill, select the product from the cart, and then select Add a note.
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  4. An ENTER BILL NOTE pop-up will display, enter your note in here and select Save

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  5. Your sales note will now be displayed at the bottom of your bill.

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Before finalising your sale, you can edit your note at any time by selecting the note displayed on your bill, the ENTER BILL NOTE pop up will display again, where you can edit the sales note. Select Save.


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How to add a discount to your bill


Yoco App

  1. Log in to the Yoco app
  2. Select a product to add to your bill, or enter an amount.
  3. You can choose to add a discount to the entire bill, or to an individual product on the bill.
    • If you want to add a discount to the entire bill, select DISCOUNT, located on the top of your screen, OR click the Screenshot_2020-12-16_at_13.57.40.png icon, and then select DISCOUNT.
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    • if you want to add a discount to a specific product on the bill, select the product from the bill, then select Add a discount
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  4. You can apply a discount in two ways:
    • Apply a percentage discount: Select the % icon, then enter the discount percentage, then select Apply.
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    • Apply a currency discount: Select the R icon, then enter the discount amount, then select Apply.

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  5. Once your discount has been applied, it will display at the bottom of your bill.

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    You can edit your discount at any time by selecting the discount and editing it before finalising your sale.

How to add a tip to your bill


Yoco App  Yoco Neo Card Machine 

  1. Adding a tip to the bill is done either by you or your customer, on the card machine itself. Before being able to add a tip to your bill, the tips feature must be activated. Follow these steps to activate the tips feature
  2. After selecting Charge, select Card to process the payment
  3. There are two ways to add a tip:
    1. On the AMOUNT TENDERED screen, enter a larger amount than the sale amount, which is your sale amount plus your tip amount.
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    2. Select Pay at the bottom right, which will then display prompts on your card reader asking your customer to add a tip or not.add_tip.png
      1. Press the green tick button to add a tip, or press the red X button to not add a tip.
      2. If the green tick button is pressed, add the tip amount in Rands, directly on the card machine.  
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      3. After the tip amount is entered, press the green tick button to continue processing the sale.
      4. The total amount for the customer to pay will now reflect the tip amount.
          
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