Tracksales integrates with M-Pesa to allow you to accept mobile money payments directly from your customers. This guide explains how to set up and use M-Pesa payments.

1. Setting Up M-Pesa Integration

To enable M-Pesa payments:

  1. Go to Settings → Payment Methods
  2. Click "Configure M-Pesa"
  3. Enter your M-Pesa business details:
    • Paybill number or Till number
    • Business name
    • Account number (if using Paybill)
  4. Complete the integration setup
  5. Test the connection

2. Accepting M-Pesa Payments

When processing a sale:

  1. Complete the sale in Point of Sale
  2. Select "M-Pesa" as payment method
  3. Enter the M-Pesa transaction code (MPESA code)
  4. System verifies the payment
  5. Complete the transaction

3. M-Pesa Payment Links

For invoice payments:

  • When sending invoices, include M-Pesa payment instructions
  • Customers can pay via M-Pesa using your Paybill/Till number
  • Record the payment when you receive the M-Pesa notification
  • Link payment to the invoice

4. Verifying Payments

Always verify M-Pesa payments:

  • Check the M-Pesa transaction code
  • Verify the amount matches
  • Confirm the sender's phone number
  • Match payment to the correct invoice or sale

5. M-Pesa Payment Reports

Track M-Pesa transactions:

  • View all M-Pesa payments in payment reports
  • Filter by date range
  • Export M-Pesa transaction history
  • Reconcile with your M-Pesa statements

💡 Pro Tip

Keep a record of all M-Pesa transaction codes. This helps with reconciliation and resolving any payment disputes. The system stores these automatically when you enter them.