ConversaLabs Help Center
en
Language
pt_BR Portuguese (Brazil) en English es Spanish

Create a charge and send it in the conversation

Open in
View as Markdown Open in ChatGPT Open in Claude
Conversa Labs

Conversa Labs

Last updated on Jun 27, 2026

Overview

The charge is the heart of the module. You create a charge with an amount, a description and line items, pick the method (PIX, boleto or card via hosted checkout) and send it right in the conversation. The customer receives a payment card in the window itself — with the PIX QR code and copy-and-paste string, the boleto barcode line, or the checkout link — and the status updates when the gateway confirms.

There are three ways to start a charge: one-off (type the amounts), from the catalog (pick ready-made products) or from a deal in the CRM (reuse the amount already recorded).

Prerequisites

  • A connected, valid gateway (see Connect a gateway).
  • To charge from the catalog, the Catalog module enabled with products registered.
  • To charge from a deal, the CRM module enabled and a deal with an amount.
  • A contact with minimum data (name and, ideally, email and phone) for the gateway customer.

Step by step

  1. In a conversation, open the create charge action (or create one from the Payments area).
  2. Choose the amount source:
    • One-off: enter amount, description and, optionally, line items.
    • Catalog: select products; the amount is summed automatically.
    • Deal: select a CRM deal; the amount is reused.
  3. Select the payment method: PIX, boleto or card (hosted checkout).
  4. (Optional) Apply a discount or adjust the value — see Discounts and value adjustment.
  5. Set the due date, when applicable.
  6. Create the charge. The platform generates the PIX (QR + copy-and-paste), the boleto (barcode line) or the checkout link, depending on the method.
  7. Send it in the conversation: the payment card appears for the customer in the same window.
  8. Watch the status move from pending to paid automatically once the gateway confirms.

Settings & options

  • Methods: PIX (QR code + copy-and-paste), boleto (barcode line/PDF) and card via hosted checkout — the platform never asks for the card number.
  • Line items: describe each product/service with quantity and amount; the total is the sum of the lines.
  • Due date: deadline for PIX/boleto.
  • Mark as paid manually: record payments received off-platform (where the gateway supports it) to keep the history consistent.
  • Resend: you can resend the payment card in the conversation at any time.

Use cases

  • Close a sale on WhatsApp and send the PIX right away.
  • Build a charge with several items from the catalog.
  • Charge a deal won in the CRM without retyping the amount.
  • Let the customer choose between PIX and card.

Tips, limits & best practices

  • Amounts are in major units (R$ 49.90 = 49.90); the total is the sum of price × quantity across the lines — never divide by 100.
  • The card always goes through the gateway's hosted checkout: zero card data on the platform.
  • Confirm the customer's name and contact before creating — the gateway uses that data to identify the payer.
  • Don't trust the "success" screen: the real status arrives via the webhook.

Troubleshooting

  • Error creating the charge: check that the gateway is connected and the contact has the minimum data.
  • Customer didn't get the PIX: resend the payment card in the conversation.
  • Paid but still pending: review the webhook setup (see Refunds, webhooks and reports).
  • Method unavailable (e.g., card): it may be a limitation of the chosen gateway — check the capability matrix in Connect a gateway.

See also