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PesaWay Docs

# Payments

# Recent

View recent transactions, payment schedules, file uploads and group tasks on robust datatables.

To view the payments transaction history:

  1. Log into your PesaWay account (opens new window)
  2. On the Left Sidebar, click on Payment
  3. On the drop down menu, click on Recent

Payments Recent

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Change the number of transactions displayed on one page using the Per Page dropdown

# Transactions

View payments transactions that have been processed.

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Filter / search payments transactions using phone number, status, reference, receipt or amount

# Schedules

View scheduled payments transactions to individuals, groups and file uploads.

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Filter / search schedules using schedule type, title, group name, phone number, frequency, status, reference or amount

# File Uploads

View file uploads and download the files to view the contents

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Filter / search file uploads using title or status

# Group Tasks

View group tasks and their processing status.

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Filter / search group tasks using group name, amount, status

# Send Payments - Business to Customer (B2C)

For simplicity, sending payments has been centralized to one page whether sending to a single number, group of contacts in the system or multiple people in an excel file.

DANGER

This process is only available to the Web User.

To send payments:

  1. Log into your PesaWay account (opens new window)
  2. On the Left Sidebar, click on Payment
  3. On the drop down menu, click on Send

Payments Recent

# Send Payment to a New Number

  1. While on Payments > Send page, click on the Payment Method drop down
  2. For B2C, select MPESA
  3. Click on Send To options field
  4. Select New Number
  5. Fill in Phone Number. The phone number should start with 254 or 07
  6. Fill in Amount
  7. Input the Reason e.g. Salary Payment
  8. Click on Submit
  9. Click on Send Now or Schedule to send at a future date 🎉

# Send To an Existing Contact

  1. While on Payments > Send page, click on the Payment Method drop down
  2. For B2C, select MPESA
  3. Click on Send To options field
  4. Select Existing Contact
  5. Select the contact on the Existing Contact field
  6. Fill in Amount
  7. Input the Reason e.g. Salary Payment
  8. Click on Submit
  9. Click on Send Now or Schedule to send at a future date 🎉

# Send To a Group

Note: Every contact in the group will be sent the same amount.

  1. While on Payments > Send page, click on the Payment Method drop down
  2. For B2C, select MPESA
  3. Click on Send To options field
  4. Select Group
  5. Fill in Amount. If you would like to send different amounts per contact, consider uploading a file.
  6. Input the Reason e.g. Salary Payment
  7. Click on Submit
  8. Click on Send Now to send now or Schedule to send at a future date 🎉

# Upload File

  1. While on Payments > Send page, click on the Payment Method drop down
  2. For B2C, select MPESA
  3. Click on Send To options field
  4. Select Upload File
  5. Click on Download Template. You should get a popup to save the template.

    TIP

    If you don't get a popup to save the file, please check your Downloads for the file. If no file was downloaded, check if your browser blocked popups from the site.

  6. Open the saved file and populate the contents, following the example given. Ensure the phone number starts with '254
  7. Save the changes
  8. Upload the file either by dragging and dropping it on the Upload File section OR by clicking on the section to select the file.
  9. Input the Title
  10. Click on Submit
  11. Click on Send Now or Schedule to send at a future date 🎉

NOTE: Once a payment has been submitted. A manager user has to approve before it is disbursed.

# Approve Payment

For simplicity, approving payments has been centralized to one page whether its for one transaction or bulk.

DANGER

This process is only available to the Manager.

To approve payment transactions:

  1. Log into your PesaWay account (opens new window)
  2. On the Left Sidebar, click on Payment
  3. On the drop down menu, click on Approve Payment Approve
  4. On the Approve Payment page, click on either Approve / Reject button.

    DANGER

    This process cannot be reversed. Make sure you verify all the necessary details before Approving

← Billing →