Review, assign and recover M-Pesa receipts

Follow the steps

1. 01

   Choose Live or Sandbox and use the status/search filters. Sandbox receipts never count as real rental income.

2. 02

   Open a receipt and check transaction reference, amount, date and account reference. Suggested people are a starting point, not proof.

3. 03

   Select the intended tenant or owner and the exact bills. Enter each portion; keep any unexplained remainder unassigned.

4. 04

   For an unverified live receipt, check it against the real statement before confirming manual assignment. Do not also enter the same transaction in Record payment.

5. 05

   If recovery is enabled, use the recovery action to look for missed provider transactions. Repeated callbacks/recovery should reuse the existing receipt.

6. 06

   For an incorrect allocation, correct the whole receipt with a reason. Protected reassignment may require the workspace admin.

Check the result

The inbox shows what is assigned, partly assigned or still needs investigation.

Keep going

• Match Paybill payments using a bill number →
• Record one payment →
• Correct mistakes, waive debts and review approvals →