Transaction Status Query

The Transaction Status feature allows you to query Safaricom's systems for the real-time status of any M-Pesa transaction using its receipt number. This is useful when a customer claims to have paid but the payment has not appeared in ERPNext.

Transaction Status Flow

When to Use This Feature

Use the Transaction Status query in the following situations:

• A customer provides an M-Pesa receipt number but no corresponding payment appears in the Mpesa C2B Payment Register.
• A C2B callback was not received due to a network interruption or webhook failure.
• A payment is showing as pending and you need to confirm whether it succeeded or failed on Safaricom's end.
• You need to add a missing successful transaction to ERPNext for reconciliation.

How It Works

The system sends a Transaction Status request to the Daraja API using the provided receipt number. Safaricom responds with the transaction details and status. Based on the response:

• If the transaction is successful and no record exists, a new entry is created in the Mpesa C2B Payment Register.
• If the transaction is successful and a record already exists, the system displays the current status and informs you of the existing entry.
• If the transaction failed, the system notifies you of the failure.

Step-by-Step Guide

Step 1: Open Mpesa C2B Payment Register

Navigate to Mpesa C2B Payment Register via the Mpesa workspace or Awesome Bar.

Step 2: Click Check Transaction Status

At the top of the page, click the Check Transaction Status button.

Step 3: Fill in the Query Fields

Step 4: Submit

Click Submit and wait for the response. The result will be displayed on screen and, if the transaction was successful and new, a record will be created automatically in the C2B Payment Register.

After a Successful Query

If a new payment record was created, proceed to reconcile it against the relevant invoice using either:

• Auto-reconciliation: if enabled in Mpesa Settings.
• Mpesa Payment Reconciliation: for manual matching.