MIURA R67,99. Edit CHECKOUT MIURA USER GUIDE

Transcription

1 Edit R67, C 0 + MIURA CHECKOUT MIURA USER GUIDE

2 Contents LET S GET STARTED 04 Check Your Internet & Operating System 04 Download the Yoco App 05 Switch On and Charge Your Card Reader 06 Connect the App and Tour Card Reader 08 USING YOCO 10 Starting a Payment 10 Completing a Payment 12 Sending Your Customer a Receipt 14 MANAGEMENT 16 Yoco Point of Sale 16 Your Business Portal 18 TROUBLE SHOOTING 20 Bluetooth Pairing Problems 20 Transaction Errors 21 02

3 Hi and Welcome! At Yoco we understand that there are 3 types of people in this world: Those who read every page of a user guide Those who ignore the guide and figure it out themselves Those who start reading the guide, but give up after a few pages Because of this, we ve put together the Yoco Essentials Checklist for you. Whether you read the whole guide or not, we recommend testing yourself on these quick tasks. The Yoco Essentials Checklist Connect your Bluetooth reader Complete a transaction Refund a customer Add a note to a receipt Reset your card reader Pg. 9 Pg. 13 Pg. 17 Pg. 15 Pg. 20 YOCO USER GUIDE 03

4 LET S GET STARTED First up, check these two things: Is your operating system up to date? For Apple devices you need to have ios 7 and above For Android devices you need to be on Android and above How is your Internet connection? In order to run the Yoco app and process payments you need a strong and stable Internet connection. This can be either a Wi-Fi or mobile network. A poor Internet connection will result in slower transaction speeds and errors. Tip You can usually check your operating system version by going to settings on your device. 04

5 GETTING STARTED 04 USING YOCO 10 MANAGEMENT 16 TROUBLE SHOOTING 20 LET S GET STARTED Download the Yoco App Go to your app store To download the Yoco app search for Yoco on the Apple App Store or Google Play Store. Alternatively you can go to yoco.co.za/app Once you have downloaded and installed the app, login with your Yoco username and password created during the sign up process. Tip Forgot your password? Don t stress. Just click on the Forgot password link to reset it. YOCO USER GUIDE 05

6 LET S GET STARTED Meet Your Miura Card Reader CHARGING CABLE USB CHARGING PORT RESET ON/OFF SWITCH BLUETOOTH On screen Bluetooth indicator BLUETOOTH Pairing button and indicator light BATTERY ICON Indicates battery Level RED CROSS Cancel button MIURA GREEN TICK Accept button YELLOW ARROW Delete button 06

7 GETTING STARTED 04 USING YOCO 10 MANAGEMENT 16 TROUBLE SHOOTING 20 Switch on and charge your card reader. Your Miura Bluetooth card reader is ready to use once you know how to: Switch on your card reader using the On/Off switch located at the top of the reader. Check your card reader s battery level. Charge your card reader by plugging the charging cable into a USB port. You will find a charging cable in your Yoco Launch Kit. Keep in mind Your card reader will only work with your Yoco Business account. You can use the same card reader on multiple mobile devices running the Yoco App. You can do this by logging into your Yoco Business account as the owner / manager or staff member. Your card reader automatically goes to Sleep Mode after 30 seconds of inactivity or when disengaged from a device. Press any key to wake the reader from Sleep Mode and wait for the Bluetooth indicator light to flash. To avoid transaction errors, make sure that your card reader has adequate battery power before use. YOCO USER GUIDE 07

8 LET S GET STARTED Connecting the App and Card Reader The card reader icon is located top right on Android MIURA Edit R0,00 AMOUNT R0, ACTIVATE BLUETOOTH Hold for 5 seconds to activate bluetooth pairing. Bluetooth onscreen icon and light will flash C 0 + CHECKOUT The card reader icon is located bottom left on ios 08

9 GETTING STARTED 04 USING YOCO 10 MANAGEMENT 16 TROUBLE SHOOTING 20 Activate Bluetooth. For the card reader and the Yoco app to work together, you need to pair them via Bluetooth. Activate the card reader s Bluetooth by holding down the green tick on the keypad (or Bluetooth button) for 5 seconds until the Bluetooth symbol on the screen starts flashing. Your reader is now ready to pair. Android users Press the card reader icon as shown to the left in the Yoco app to show the device tray. Select Connect a reader and follow the in-app instructions. ios users Go to your settings meny on your iphone, ipod or ipad and turn on Bluetooth. Your mobile device will search for Bluetooth devices to pair with. Miura will appear in the Other devices list. Select your Miura from this list to pair. A passkey number will appear on your card reader and your device. If the passkeys match, select pair on your device and press the green tick on your reader s keypad. Check that the device and card reader are paired. On the Card Reader You will receive a confirmation message passkey confirmed and the Bluetooth symbol will stop flashing. On your Device Open the app and check that the card reader icon is green. Tip Do you have multiple Bluetooth card readers? Check the serial number on the back. The reader you choose to pair with should include the last 3 digits of this serial number. You can find the serial number on the white label on the back of your card reader. YOCO USER GUIDE 09

10 USING YOCO Starting a Payment OPEN MENU AMOUNT R149,95 AMOUNT This is your total basket amount EDIT Add and edit amount details CLEAR Edit R67, C 0 + CHECKOUT This is the current amount entered ADD AMOUNT CHECKOUT Tip Swipe right to left to switch between amount and items screens. Swipe left to right to pull out the menu. 10

11 GETTING STARTED 04 USING YOCO 10 MANAGEMENT 16 TROUBLE SHOOTING 20 Starting a payment is quick and easy. 1. Open the Yoco App. 2. Enter an amount on the amount keypad, or add an item. 3. To proceed straight to checkout press the Checkout button at the bottom of the App. To see how to complete a card payment go to page 13. You can also: Ring up multiple amounts by clicking on the + sign on the amount screen to add amounts to your basket. Check the contents of your basket by selecting the basket icon at the top of the app screen. Add a note or include and exclude VAT, either by selecting the edit icon (top left key pad) or by going into your basket and selecting a line item. Add pre-loaded products and services to your customer s basket using the Items feature. Swipe left to access Items. Paying With Cash Yoco provides an easy way for you to keep track of your cash transactions for free. After selecting Checkout select the Cash option on the checkout screen. You will be prompted to enter the amount your customer gives you. If change is required the app will then display the amount to return to your customer. From here you can send a receipt via or SMS. Please note: Yoco does not manage cash handling or reconciliation. YOCO USER GUIDE 11

12 USING YOCO Completing a Payment PIN DISPLAY XXXX MIURA PIN KEY PAD Figure 2: Card Swipe GREEN TICK Figure 1: Chip & PIN 12

13 GETTING STARTED 04 USING YOCO 10 MANAGEMENT 16 TROUBLE SHOOTING 20 Paying with card. After selecting Checkout make sure your card reader is connected. If your reader has not connected automatically please refer to page 8 & 9. For Chip & PIN Card Follow the in-app prompts. When instructed, insert the card as illustrated in Figure 1. Hand the card reader to the customer to key in their PIN. Make sure they press the green tick once done. Remove the customer s card when indicated and wait for the screen to display the amount paid. You can then send a receipt via or SMS. For Swipe & Sign Card Follow the in-app prompts. When prompted, swipe the card through the magnetic strip slot on top of the card reader as shown in Figure 2. The app will prompt you for your customers signature. Present the screen to your customer and ask them to sign using their finger. Verify their signature by checking the back of their card. R67,99 AMOUNT Please sign above the line Tip For security reasons, if your customer s card is a Chip & PIN card you will not be able to swipe the card unless the chip is damaged. YOCO USER GUIDE 13

14 USING YOCO Sending Your Customer a Receipt BUSINESS NAME AND TRADING ADDRESS Your Store 14A Main street, Cape Town, South Africa :20:55 AMOUNT PAID Invoive #2015/01/00015 Cardholder Receipt R50.00 TRANS- ACTION NOTE ITEM R50.00 Subtotal: R % VET: R6.10 Total: R50.00 CARD APPROVED VISA CARD ******0021 AUTHORISATION / TRANSACTION LINE ITEM NOTE CARD HOLDER INFO 14

15 GETTING STARTED 04 USING YOCO 10 MANAGEMENT 16 TROUBLE SHOOTING 20 Yoco s digital receipts are a great way to provide proof of payment to your customers. Once the payment is complete you can send a receipt via or SMS. Add a Note Use this feature to add personal touches, invoice numbers or reference codes. Line Item Notes When adding items or custom amounts to your basket you will be given the option to add a note to the amount or item before you complete the payment. This note will be displayed below the item on the receipt. Transaction Notes Once you have completed a payment you will be given the option to add a note to the receipt. This note will then appear above the amount paid. e.g. Thanks for shopping with us. Tip Please bear in mind that at this time your customers information will NOT be stored in the app. YOCO USER GUIDE 15

16 MANAGEMENT Yoco Point of Sale BUSINESS NAME USER S NAME Your store Owner s Name Make a Sale Enter an amount Select an item View basket Manage my Account ADD, DELETE OR EDIT ITEMS Sales history Manage items Staff members Support VIEW YOUR PAST TRANSACTIONS ADD OR REMOVE STAFF MEMBERS 1 Sign out Tip For for more detailed information on Yoco s app featues go to yoco.co.za/support. 16

17 GETTING STARTED 04 USING YOCO 10 MANAGEMENT 16 TROUBLE SHOOTING 20 The Yoco App and business portal have a number of simple features to help you manage and grow your business. View Your Transaction History From the app menu you can select Transaction history. This will display a list of the latest transactions. Select a transaction to view more information about that transaction and fetch the receipt. Creating Items Using Items allows for faster and easier checkout. You will also be able to see which items are the most popular when you login to your Business Portal. To add an item select Manage items from the app menu and select the Add item button. If you would like to edit an existing item, simply select the item from the Manage items view to make changes. Inviting and Managing Staff Members If more than one person will be using the Yoco app, we recommend setting up a separate Yoco login for each person. They can then view and manage their individual transactions. You can invite staff members to join Yoco by selecting Staff members from the menu. Tap the Invite button and then select either or SMS. Your staff member will receive a link to set up their Yoco login. Refunds Yoco lets you easily refund card transactions when needed. From the app menu select Transaction history and select the payment you would like to refund. If you are able to refund the transaction you will see a Refund button. Select Refund and follow the prompts. YOCO USER GUIDE 17

18 MANAGEMENT Your Business Portal TRANSACTION GRAPH NAVIGATION USER PROFILE Your store Today Last 31 days This year R Transactions this month R Average monthly transactions Your Settlements Last Settlement R Next Settlement R In Progress R Settlement history Recent Transactions 4:42 pm Most Popular Items Coffee LATEST TRANSACTION LATEST SETTLEMENT POPULAR ITEMS SETTLEMENT HISTORY 18

19 GETTING STARTED 04 USING YOCO 10 MANAGEMENT 16 TROUBLE SHOOTING 20 Yoco businesses have their own business portal. The business portal offers you important insight into your transaction activity on Yoco. I also shows you your settlement information to help you manage your cash flow. Insight The business portal is designed to help you run and grow your business. See insights on your sales, items and payments. Settlement See your last settlement, your next settlement and your transactions that are still in progress. Understanding when your settlements are due will help you manage your cash flow. Staff You can invite staff members from both the app and the portal. In addition the portal allows you to set which permissions each staff member has and edit their details. Go to your Business Portal by visiting portal.yoco.co.za YOCO USER GUIDE 19

20 TROUBLE SHOOTING What to Do If Things Go Wrong Sometimes things go wrong. If you have any problems or concerns that persist please contact us at Bluetooth Pairing Problems: If the card reader does not connect to your mobile device try these tips: 1. Check the battery level of the card reader Make sure you have enough battery charge by checking the on-screen indicator. Charge your card reader if necessary. 2. Reconnect the reader Unpair your device and Miura by going to your Bluetooth settings on your mobile device and selecting Miura. You will then have the option to forget this device (ios) or Unpair (Android). To pair your device and card reader again, go to page Restart the Yoco App To close an app on ios press the home button twice. Find the Yoco app and swipe it upwards. On Android select the Recent apps button, usually at the bottom right on your phone, and swipe the Yoco app to the left or right. Re-open the app as normal. 4. Reset the card reader To reset your card reader, insert a pin or the end of a paper clip into the pinhole at the top of the reader. A menu will be displayed. You now have 3 options: Power up as normal - This is the same as switching the device on and off. System restore - This restores the software on the device. Total factory reset - This resets all hardware configuration and software on the reader and should only be used when the other options do not help solve the issue. Your account will continue to work with the reader regardless of the option you choose. The card reader may, however, require time to update its software after a system restore or factory reset. 20

21 GETTING STARTED 04 USING YOCO 10 MANAGEMENT 16 TROUBLE SHOOTING 20 Transaction Errors: General Transaction Failure This error may occur if: The Internet connection is poor The card reader s connection is interrupted The payment times out. Double check your settings and retry the transaction. If the issue persists contact: support@yoco.co.za. Transaction Declined This occurs if the customer has insufficient funds or if Yoco does not support your customers card. Note that Yoco accepts all Visa and MasterCard types. Transaction Canceled This will happen if you, or your customer swipes across the app to cancel the payment or if your customer presses the red x on the card reader. In this instance simply retry the payment. Keep your app up to date! We are constantly improving our app to ensure you have a delightful experience. A lot of these updates fix small issues you might be facing when transacting. Please make sure you keep your Yoco app up to date. YOCO USER GUIDE 21

22 Support Access the Yoco Help Centre through the app or business portal for a knowledge base to help you through any questions or issues you may have. Alternatively if you prefer to speak to humans, contact our support team: support@yoco.co.za Phone Online support@yoco.co.za 22

23 GETTING STARTED 04 USING YOCO 10 MANAGEMENT 16 TROUBLE SHOOTING 20 Need to talk? Is it urgent? YES NO Is it currently a week day between 9am & 6pm? PHEW Need Help? Like Self-Help? NO NO YES YES Phone us us support@yoco.co.za Help Centre Say /YocoZA support.yoco.co.za hello@yoco.co.za YOCO USER GUIDE 23

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