Overview
The Payments module provides two reusable catalogs:
- Plans store a connection, amount, currency and cycle for new subscriptions.
- Offers store price, payment method, type and optional links to a connection and product.
The Offers screen is administrative. It never accepts an offer or creates a charge without a contact or purchase context.
Prerequisites
- Payments must be enabled for the account.
- Have at least one active Asaas or Mercado Pago connection to create plans.
- To link an offer, create the product in Catalog first.
- Permanent deletion requires payment-administration permission.
Step by step
- Open Payments in the sidebar.
- Go to Plans or Offers.
- Use search, filters and sorting to find records. The page and filters remain in the URL.
- Click New plan or New offer, complete the fields and save.
- Archive a record to remove it from use. Open Archived to restore it or, with the required permission, permanently delete it.
- For multiple rows, select records on the page and use the bulk-action bar. If a row fails, review the displayed IDs and fix only those rows.
- When creating a subscription, select the optional plan. The screen fills and locks connection, amount, currency, and cycle so the subscription matches the template.
- Use Export CSV to download the current filtered result or, when records are selected, only the selected records, including selections kept while moving between pages.
Settings & options
Plans
A plan is a local template; it does not claim to already exist as a gateway entity. Actual recurrence is created at the gateway only when a subscription starts. Currency must match the connection settlement currency, and displayed cycles follow its capabilities; for example, every-two-month billing appears only when the gateway supports it.
Offers
Choose order bump, upsell or downsell. The connection may use the account default and the product is optional. Archiving an offer deactivates it; restoring it keeps it inactive until it is reviewed and enabled again.
Use cases
- Reuse one membership price across several subscriptions.
- Offer setup, priority support or an add-on during checkout.
- Keep seasonal offers inactive without losing their configuration.
- Separate offers by product, connection, type or status.
Tips, limits & best practices
- Confirm the connection settlement currency before publishing prices.
- Archive before permanent deletion. Permanent deletion cannot be undone.
- Restoring an offer does not activate it automatically; review price, product and connection first.
- A bulk action is processed record by record. A partial result is expected when a row violates a lifecycle rule.
Troubleshooting
- Every-two-month billing is missing: the selected connection does not advertise that capability.
- A payment method is missing: the selected connection does not support it.
- I cannot delete a record: archive it first and confirm your role allows permanent deletion.
- The list is empty after filtering: use Clear filters; the state can also be removed from the URL.
- A restored offer is inactive: this is the safe behavior. Edit and enable it after review.