A Complete Guide to Managing Your Account and Transaction

Introduction

Managing payments, wallets, and transactions has never been easier with this dashboard. In this guide, we’ll walk you through everything from setting up your store to handling transactions and managing users effectively. Whether you're new to the system or just need a refresher, this guide will help you make the most out of the platform.

How to Top Up your Float Wallet

Equity Mpesa and KCB Mpesa Payments
For quick reference, here are the essential Paybill numbers and account formats:

Equity Mpesa

• Paybill Number - 247247
• Account Number -  4228712#HONumber

Equity Personal Account 

• *247# or app
• Paybill Number -  4228712
• Account Number - HONumber

Equity Agent 

• 3rd party bill payments 
• Business number - 4228712 space HO number

KCB Mpesa 

• Paybill Number  -522522
• Account Number - 1325292710#HOnumber

Prefunding a Sub-Merchant/Wallet

If you need to prefund a sub-wallet or a sub-merchant, follow these steps:

• Go to the Float section and select Prefund Merchant.
• Choose the store or wallet you want to fund, enter the amount and any relevant narration, and click Submit.

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Withdrawing Funds To Float or Bank

To withdraw funds from your working wallet to your float or a bank account:

1. Click Withdraw.
2. Select to Float or Bank
3. Enter the amount you wish to withdraw and confirm.

Adding a Store

To create a new store for your business:

• Go to Stores and click on Create a Till.
• Choose between Managed or Aggregated.

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Checking Active Accounts and Wallets

You can easily view all your active accounts and wallets:

• Head over to the Accounts menu on the sidebar.

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Adding a New User

For administrative purposes, you may want to add new users:

1. Go to Users and click Add User.
2. Fill in the user's details and submit.

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Generating Client API Keys

API keys allow you to integrate the dashboard's functionality into external systems securely:

• Navigate to Settings and select Create Client API Keys.