Payments

Create the charge inside the conversation itself

With the Asaas integration, the agent creates a PIX, invoice or card charge without leaving the chat and sends the payment link right there on WhatsApp.

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Why charge in the chat

From negotiation to payment without switching screens

The customer is already talking to you. Charging on another channel just gives them room to drop off halfway.

Charge in the chat

The agent creates the charge without leaving the customer's conversation.

PIX, invoice and card

Pick the payment method as you create the charge.

Payment link

The link goes straight into WhatsApp, alongside the negotiation.

Automatic settlement

Once paid, the charge is marked as settled with nobody checking.

Due-date reminder

A notice sent to the contact before the due date arrives.

Asaas integration

Charges live in your Asaas account, with the data centralized.

After sending

The charge keeps being tracked

When the customer pays, Asaas notifies the platform and the charge is settled automatically. If the due date approaches and nothing has been paid, the reminder goes out.

  • Charge created inside the conversation, with the contact already filled in
  • PIX, invoice or card chosen at the moment of creation
  • Payment link sent in the very conversation where the sale happened
  • Amount, due date and description set by the agent

New charge

ContactAnna Martins
AmountUS$ 69
Due date10/03
PIXInvoiceCard
Here's the payment link: asaas.com/c/...
PendingSend on WhatsApp
How it works

From integration switched on to automatic settlement

Once the Asaas account is connected, charging becomes part of the conversation, and the status comes back to the chat on its own.

  1. 1

    Connect Asaas

    Enter your Asaas account credentials on the platform so charges start being created there.

  2. 2

    Create the charge

    In the conversation, fill in the amount and due date, choose PIX, invoice or card and create the charge.

  3. 3

    Send the link

    The payment link is sent in the conversation itself, without asking the customer to go find another channel.

  4. 4

    Track the payment

    Confirmation from Asaas settles the charge automatically, and anyone who hasn't paid gets the due-date reminder.

After sending

The charge keeps being tracked

When the customer pays, Asaas notifies the platform and the charge is settled automatically. If the due date approaches and nothing has been paid, the reminder goes out.

  • Automatically marked as paid when Asaas confirms the payment
  • Due-date reminder sent to the contact before the deadline
  • Payment history gathered on the contact's record
  • Payment status visible to whoever is handling the conversation

Contact's charges

  • March subscriptionPIX · vence 10/03
    Paid
  • April subscriptionInvoice · vence 10/04
    Pending
  • Additional serviceCard · vence 22/04
    Pending
Marked as paid the moment the payment clears
Dúvidas

About payments

Yes. Charges are created in your Asaas account through the integration, so the money goes straight there. The platform handles creating the charge and tracking its status inside the conversation.

PIX, bank invoice and card. You choose when creating the charge, according to what you agreed with the customer in the conversation.

When the payment is confirmed in Asaas, the charge is marked as paid on the platform. Nobody has to check a statement and update the status by hand.

Yes. While the charge is still open, you can send the due-date reminder over WhatsApp, in the same conversation where the payment link was sent.

Pronto para começar?

Start charging inside WhatsApp

Connect your Asaas account and turn the sales conversation into a confirmed payment.

  • No credit card
  • Set up in 5 minutes