Payment account

To charge by Pix, boleto or card, the organization needs a payment account at the Asaas gateway. It is created and configured under Settings › Financial, on the Billing Settings screen. The screen asks for the two-step verification code and the Finance permission.

Create the account (first time)

While the organization has no account, the screen shows Ativar Gateway de Pagamento (activate payment gateway). This wizard is in Portuguese only.

1. Click Começar configuração.
2. Under Dados, fill in Nome da organização, E-mail, CPF / CNPJ, Celular (mobile), Faturamento mensal (R$) (monthly revenue) and Tipo de empresa (company type). Website is optional.
3. Under Endereço, enter the CEP (postal code, digits only), Logradouro (street), Número, Complemento and Bairro.
4. Under Revisão, check everything and click Criar subconta.
5. Done: Subconta criada! appears.

After it is created, the person in charge receives an email from Asaas with the access details and a link to upload the organization’s documents. Until the account is set up, the Billing overview screen shows Not Configured and does not allow new charges.

Charge defaults

On the Defaults tab, set what is pre-filled when someone creates a one-off charge:

• Days until due: how many days from today the charge falls due.
• Monthly interest (%) and Late fee (%).
• Suggested amount: the suggested discount, in % or R$.

Click Salvar (save). Whoever creates the charge can still change any of these values.

Account details

The Asaas Integration tab shows the main account (holder, bank, branch and account, available balance) and the account and wallet identifiers. These identifiers cannot be edited: to change them, contact support.

Customize the invoice

On the Invoice tab, upload the logo and pick the colors of the payment page the payer opens. Click Save customization. The customization goes through Asaas approval, which takes a few hours.