Who this suits
Finance teams matching M-Pesa receipts to ERPNext invoices.
When a simpler option is a better fit
A controlled import can be simpler for low-volume daily reconciliation.
Illustrative event and field map
Receipt-to-invoice matching, payment states, overpayments, and review of unmatched entries
Illustrative design example. Adapt these rules with the responsible team before implementation.
| Record or decision | Illustrative rule | Accountable owner |
|---|---|---|
| Invoice match | Use approved reference and account checks | Accounts receivable |
| Overpayment | Hold the excess under the agreed finance process | Finance reviewer |
| Unmatched receipt | Keep amount and source reference in the review queue | Reconciliation owner |
Data flow and sync direction
Capture verified receipts with stable identifiers
Match the customer and invoice under finance-approved rules
Create a reviewed payment entry or exception task
API and account prerequisites
- ERPNext version and accounting permissions
- Approved payment source
- Invoice references and finance allocation policy
Limits and exceptions
Posting must respect the ERP's accounting state and permissions. A duplicate receipt cannot create another payment entry. Do not guess an invoice from a similar amount alone.
Implementation cost drivers
Estimate receipt volume, matching complexity, accounting configuration and reconciliation tests. Production payment access is a verified prerequisite.
Acceptance and measurement
Reconcile source receipts, ERP entries and exceptions by amount and identifier. Test partial payment, overpayment and a later reversal under the finance policy.
Questions before starting
Which prerequisites must be verified?
ERPNext version and accounting permissions; Approved payment source; Invoice references and finance allocation policy.
Product documentation
Documentation checked 11 October 2026. Access and costs must be confirmed for your account and intended workflow.
Discuss the scope and availability
Tell CraftDuka about the task, your current systems and the people who will use it. Our team is based in Nairobi and serves Kenya and East Africa. We will assess the fit and availability before agreeing a project.