Billing (Contracts)
Manage contracts with installments, splits between recipients, and Asaas integration — from single payment links to automatic revenue sharing between professionals.
What it's for
- Offices and clinics with recurring contracts and installments
- Operations with fee splits between professionals or partners
- Online sales needing payment links without a pre-registered tax ID
- Finance teams tracking payouts, write-offs, and manual distribution
What you can do
- Create contracts with installments and status: Draft, Active, Completed, or Cancelled
- Reuse contract templates to speed up new sales
- Configure recipients with percentage, fixed amount, fee, or remainder
- Run automatic splits with payout reports
- Integrate with Asaas: charge per installment or single installment payment link
- Receive payment webhooks and record manual write-offs
- Cancel installments sequentially in Asaas
- Link contracts to the customer profile in CRM
How it connects
- CRM & Customers — customer linked to each contract
- Documents — proposals and contracts generated from templates
- Partner Portal — billing for resold organizations
- Financial — separate modules; Financial handles internal operations