Match Payments

Your PayBill and Till numbers

Add the number your customers pay to, register its payment links, then make one small payment to prove the number is yours. Payments are only recorded once the number is verified. Setup guide in the Help centre

Only an owner or admin can add, register or remove these numbers. If that's you, reload the page to confirm your role.

Import an M-Pesa statement

Picks up payments you were never notified about. Money received is recorded; money you paid out is listed below so you can record it as an expense.

Only an owner, admin or accountant can import a statement. If that's you, reload the page to confirm your role.

Import a bank statement

Adds the statement's lines to your records and, when the file has a running balance column, files its closing balance for the Cash position. A file with no balance column still imports; the closing balance is simply not read. With more than one bank account, name the account for each statement: every account keeps its own closing balance and the Cash position compares their total with your books.

Only an owner, admin or accountant can import a statement. If that's you, reload the page to confirm your role.

Refunds owed to customers

A credit note on an invoice the customer had already paid leaves that money owed back to them. Send it from your M-Pesa, bank or till first, then record it here; this records the refund, it doesn't send the money. You can refund in parts.

This payment

Hesalio's suggestions for unmatched payments

Payments that have waited more than a day. These are suggestions only: nothing is applied until you decide, in the list below. Hesalio never marks an invoice paid on its own.

M-Pesa payments that need a decision

Money that reached you but couldn't be applied to an invoice — usually a second payment for an invoice that was already paid, or a payment short of the total. It is held for the customer (not counted as a sale) until you apply it to the right invoice or refund it.

Payments waiting to be matched to an invoice

Matching a payment to an invoice marks that invoice paid without counting the sale twice. You can undo a match below.

Recent matches