Transacting with a Yoco Card Machine


How to view your sales history


The History section in the Yoco App and in the Business Portal, allows you to easily view your sales history, as well as action a refund.

  FIND OUT how to refund a customer.

Making sense of the icons


You'll see a bunch of icons on the History screen. To find your way, here's a guide.

Icon Meaning
IMG_6531.PNG Refund
IMG_6533.PNG A successful card transaction
IMG_07C06E525E47-1.jpeg A failed card transaction
IMG_6532.PNG A cash transaction
IMG_6534.PNG A successful transaction on a portion of a split bill
IMG_5C3F16201A5C-1.jpeg A failed transaction on a portion of a split bill
IMG_6535.PNG More options, allowing you to send and view a receipt; and refund a transaction
IMG_F9516A19FDE3-1.jpeg Transaction note

IMG_6565.PNG

If you've set up custom payment methods, the icons you've chosen will display in the History section, if you've made sales using those payment methods.

  FIND OUT how to set up custom payment methods

Viewing sales


Yoco App  Business Portal 

View your sales history in the Yoco App, using a smartphone:

  1. Open the Yoco App
  2. Select History from the navigation bar at the bottom
  3. On the History screen, you'll see a breakdown of your sales by day, including the total sales for the day, and any tips added.

    IMG_8E171BB8C797-1.jpeg
  4. Select any of the sales for a detailed view of the sale. In the detailed view, you'll see:
    • The date and time of the sale
    • The item/s included in the bill
    • The ability to add a note after the sale
    • The Subtotal, VAT and Total
    • The payment method

    IMG_6568.PNG
  5. Select the  IMG_6535.PNG icon to either send a receipt, view a receipt, or refund a customer.
    Only Credit Card refunds can be done if it is not the same bank working day.

    IMG_6568.PNG




View your sales history in the Yoco App, using a tablet:

  1. Open the Yoco App
  2. Select History from the navigation bar at the bottom
  3. On the SALES AND REFUNDS screen, to the left, you'll see a breakdown of your sales by day, including the total sales for the day, and any tips added.

    IMG_8E171BB8C797-1.jpeg
  4. Select any of the sales for a detailed view of the sale. In the detailed view, you'll see:
    • The date and time of the sale
    • The item/s included in the bill
    • The ability to add a note after the sale
    • The Subtotal, VAT and Total
    • The payment method


    IMG_0374.PNG
  5. Select the IMG_6535.PNG icon to either send a receipt, view a receipt, or refund a customer.
    Only Credit Card refunds can be done if it is not the same bank working day.

    IMG_6568.PNG
  6. To the right of the History screen, you can view detailed sales reports. Select a single date, or a date range from the date picker at the top to view:
    • A sales report by PAYMENTS

      IMG_0369.PNG
    • A sales report by PRODUCTS

      IMG_0370.PNG
    • A sales report by STAFF

      IMG_0371.PNG
    • A sales report by BRANDS

      IMG_0372.PNG
    • And a sales report by CATEGORIES

      IMG_0373.PNG

 

  FIND OUT how to send a customer receipt, or how to refund a customer.

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