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Zoho Invoice Integrates M-PESA to Simplify Payments

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Zoho Invoice

Zoho Invoice

Zoho Invoice has announced integration with M-Pesa to offer a seamless way for businesses to simplify their payment processes.

Before diving into the integration process, it’s essential to generate the necessary app credentials in Daraja 2.0, Safaricom’s Developers Portal. Here’s a quick overview:

  1. Visit the Daraja 2.0 website and log in or sign up.
  2. Create a new app, specifying a name and selecting the “Lipa Na M-PESA Sandbox” option.
  3. Generate Consumer Key and Consumer Secret, which will be used during the Zoho Invoice setup.
  4. Move to the “GO LIVE” tab to make the app live and receive a pass key via email.

How to Set Up the M-PESA Integration in Zoho Invoice

Once you have the required credentials, let’s proceed with the setup in Zoho Invoice:

  1. Navigate to Settings and click on Online Payments.
  2. In the Alternative Modes section, select “Set up Now” near Safaricom M-PESA.
  3. Fill in the necessary details, including Business Short Code, Consumer Key, Consumer Secret, and Pass Key.
  4. Click “Confirm” to integrate your M-PESA account with Zoho Invoice.

Receiving Payments from Customers

Once the integration is complete, you can start receiving payments from customers seamlessly. Here’s how:

  1. Mark M-PESA as the payment option when creating invoices.
  2. Customers can pay through the Customer Portal or the shared invoice link.
  3. Provide their Mobile Number and click “PROCEED TO PAYMENT.”
  4. After entering the M-PESA PIN, click “Reply” to complete the payment.
  5. The payment status will be reflected in Zoho Invoice.

Other Actions – Edit and Delete Integration

Zoho Invoice offers flexibility with the ability to edit or delete the M-PESA integration. Here’s how:

Edit Integration

  1. Navigate to Settings and click on Online Payments.
  2. In the Alternative Modes section, find the M-PESA payment gateway and click “Edit Settings.”
  3. Modify the required details and click “Confirm” to update the payment gateway settings.

Delete Integration

  1. Navigate to Settings and click on Online Payments.
  2. In the Alternative Modes section, click the Trash icon next to Safaricom M-PESA.
  3. Confirm your action in the dialog box that follows to delete the integration.

Also Read: Ethiopia’s Payment Gateway, Chapa, Now Supports M-Pesa Payments

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