Overview:

This guide provides a complete reference on how to receive payments and close sales in JiPOS ERP using all supported methods, including Cash, Bank, M-Pesa (STK & C2B), and KopoKopo STK Push. It is designed for cashiers, accountants, and system users handling daily transactions.

1. General Payment Workflow (Applies to All Methods)

Step 1: Log in to JiPOS ERP

• Use:
  • Main system login OR
  • POS login (PIN)

Step 2: Access Open Sales or Invoices

• If using POS login:
  • Click Home
• Navigate:
  • Sales → Open Sales
  • or Sales → Invoices

Step 3: Search for the Sale/Invoice

• Find the sale/invoice using:
  • Serial number
  • Reference number
  • Customer name
  • Table/Counter

Step 4: Open Sale/Invoice Profile

• Click the reference/serial number
• Review sale/invoice details and balance

2. Cash / Bank Payments (Manual Receipting)

Steps:

• Scroll to Receive Payment Form
• Enter:
  • Payment Date
  • Amount Received
  • Payment Mode (Cash/Bank/M-pesa)
  • Transaction Code (use N/A incase of Cash)
  • Notes (optional)
• Click “Receive Payment”

✅ Sale/Invoice closes when balance reaches zero

3. M-Pesa STK Push (Customer Prompt Payment)

When to Use:

• Customer is present
• You want instant mobile payment

Steps:

• Scroll to M-Pesa STK Push section
• Enter:
  • Paybill/Till
  • Phone number
  • Amount
• Click “Trigger Push”

📲 Customer receives prompt → enters PIN → confirms

✅ System auto-reconciles and closes sale/invoice

4. M-Pesa C2B (Till / Paybill Reconciliation)

When to Use:

• Customer has already paid externally

Steps:

• Scroll to M-Pesa Till section
• Click “Open M-Pesa Till Transactions”
• Select correct transaction
• Click “Reconcile”

✅ Payment is matched and sale/invoice is closed

5. KopoKopo STK Push

When to Use:

• Using KopoKopo integration
• Customer pays via mobile prompt

Steps:

• Scroll to KopoKopo STK Push section
• Enter:
  • Paybill/Till
  • Phone number
  • Customer name
  • Amount
• Click “Trigger Push”

📲 Customer confirms payment on phone

✅ System auto-reconciles and closes sale/invoice

6. Split Payments (Multiple Payment Methods)

How it Works:

• Payments can be received in parts

Example:

• Total Order Amount: 2,000
• Cash: 1,000
• M-Pesa: 1,000

Steps:

• Enter each payment separately
• Repeat until balance = 0

7. Printing Receipts

After successful payment:

• Click:
  • Print Thermal Receipt (POS printers)
  • Print A4 Receipt (standard printers)

8. Payment Method Comparison

Method	Best For	Type	Reconciliation
Cash	Customer present	Manual	Immediate
Bank	Transfers/Cheques/Bank Deposits	Manual	Manual
M-Pesa STK	Customer both present and away	Automated	Auto
M-Pesa C2B	Already paid	Manual	Manual
KopoKopo STK	Customer both present and away	Automated	Auto

9. Key Tips

• Always confirm the correct sale before payment
• Ensure full balance is cleared to close sale
• Double-check:
  • Phone numbers
  • Payment amounts
  • Transaction references
• Use STK Push methods for faster service
• Use C2B reconciliation for pre-paid customers

10. Common Issues (FAQs)

1. Sale not closing

• Ensure total payments equal balance
• Check for partial payments

2. Payment not reflecting

• Refresh page
• Confirm submission
• Verify integration (for mobile payments)

3. STK Push not received

• Confirm phone number
• Check network
• Retry push

4. M-Pesa transaction missing

• Confirm successful payment
• Refresh transaction list
• Check integration setup

5. Wrong transaction reconciled

• Always verify reference and amount before confirming
• Contact administrator if correction is needed

Conclusion:

JiPOS ERP provides a flexible and powerful payment system that supports multiple payment methods, ensuring seamless sales closure, accurate reconciliation, and improved operational efficiency across retail and hospitality environments.