Zoho Books -  Safaricom M-PESA Integration

Zoho Books integrates with Safaricom M-PESA - a Kenyan payment gateway, to simplify the payment process for the customers. It is a mobile payment solution that paves the way for quick and hassle-free payments.

Note: This integration is available only in the Kenya edition of Zoho Books and the currency supported is KES.

In this page…

Generate App Credentials Daraja 2.0

Before setting up the M-PESA payment gateway in Zoho Books, create an app in Daraja 2.0 (Safaricom Developers Portal) to generate credentials to configure the payment gateway.

To do this:

Create New App Create New App Pop-up

When you set up the M-PESA integration in Zoho Books, these credentials will be required.


Set up the M-PESA Integration

Once you’ve created the app and generated the credentials, you can set up the payment gateway in Zoho Books.

Here’s how:

Payment Gateways List
Field Description
Business Short Code A unique identification number is sent to your email by the Safaricom team. This allows customers to pay money to business accounts through the M-PESA app.
Consumer Key The Consumer Key can be copied from the app you created in Daraja 2.0 (Safaricom Developers Portal).
Consumer Secret The Consumer Secret can be copied from the app you created in Daraja 2.0 (Safaricom Developers Portal).
Pass Key The Pass Key is sent to your email by the Safaricom team once you take your app live.
Bank Account The bank account in which you want to track the transactions.
Set Up Page

Your M-PESA account will be integrated with Zoho Books.

Receive Payments from Customers

To receive payments from your customers,  mark M-PESA as the payment option in the invoices you create for them. The option will be available at the bottom of your invoice.

Receive Payment

Once the payment option is enabled and the invoice is sent, your customers can pay from the customer portal or the invoice link that you’ve sent.

To do this, your customer will have to:

Pay Now Proceed to Payment

The payment will be processed, and the status will be reflected in Zoho Books.

Payment Successful

In case the payment fails, the customer can click Try Again to initiate the payment.

Payment Failed

Note: In case you’ve initiated the payment, and the Payment Processing pop-up appears, you can check the payment status later in the invoice page for the final status. 

Other Actions

Edit Integration

You can edit the bank account that you have provided while setting up the M-PESA payment gateway.

To edit:

Edit Integration

The payment gateway settings will be updated.

Delete Integration

To delete:

The integration will be deleted and your customers will no longer be able to initiate payments via M-PESA.

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