## 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

1. Open **Payments** in the sidebar.
2. Go to **Plans** or **Offers**.
3. Use search, filters and sorting to find records. The page and filters remain in the URL.
4. Click **New plan** or **New offer**, complete the fields and save.
5. Archive a record to remove it from use. Open **Archived** to restore it or, with the required permission, permanently delete it.
6. 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.
7. When creating a subscription, select the optional plan. The screen fills and locks connection,
   amount, currency, and cycle so the subscription matches the template.
8. 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.

## See also

- [Create charges and send them in a conversation](/hc/ajuda/articles/payments-criar-cobranca-enviar-na-conversa-en)
- [Subscriptions and plans](/hc/ajuda/articles/payments-assinaturas-planos-en)