Sales & Receipts

New

Collecting payments at the counter

Accept M-Pesa and card payments from walk-in customers with the Collect feature.

What Collect does

Collect lets you take M-Pesa and card payments from customers who are standing right in front of you. Enter an amount and the customer's phone number, and Keel pushes a payment prompt to their handset. When they enter their PIN, the sale is recorded automatically.

How to use Collect

You can also Collect from the Log Sale modal — just tap the Collect pill beside the payment method dropdown. The cart total is used as the payment amount.

  1. 1Open Sales from the sidebar.
  2. 2Click the Collect button at the top of the page.
  3. 3Enter the amount and the customer's Safaricom phone number.
  4. 4Tap Collect — Keel sends an M-Pesa prompt to the customer's phone.
  5. 5The customer enters their PIN on their handset.
  6. 6Keel confirms the payment and records the sale automatically.

What happens after payment

Once the customer completes the prompt, the payment is confirmed instantly and a Walk-in sale row is added to your Sales list with the M-Pesa method. Stock is deducted if you attached products, and the revenue appears on your dashboard right away.

Connect a bank account first

Collect requires a connected settlement bank account. If you haven't connected one yet, Keel will prompt you to do so before you can collect payments. Go to Payments & Billing or Settings → Billing to connect your bank.

Was this helpful?

Related guides