Billing Module

The Billing module is Interflow's integrated financial system. It allows you to manage contracts, installments, revenue splits among payees, payment gateway integration, and charge issuance/recording — all within the same platform.

💡 Access

The module is available at Left sidebar → Billing (wallet icon).

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Overview

The module consists of five main areas:

Area	Description
Contracts	Manage client contracts, installments and status
Payees	Register who receives revenue splits
Templates	Reusable models for quick contract creation
Payout Report	View generated splits and control distributions
Settings	Payment gateway integration (Asaas)

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Contracts

What is a contract?

A contract represents a payment agreement with a client. It defines:

• Linked client – who will pay
• Total amount and number of installments
• Charge mode – per individual installment or single payment link
• Currency
• Payment gateway used (e.g. Asaas)
• Revenue split – how the received amount will be distributed among payees

Contract Status

Status	Description
Draft	Contract created but not yet activated
Active	Contract in progress; charges can be generated
Completed	All installments have been paid
Cancelled	Contract manually closed

Creating a Contract

1. Go to Billing → Contracts
2. Click New contract
3. Choose between creating from scratch or using a template
4. Select the client (who will pay)
5. Fill in title, amount, installments, currency and gateway
6. Configure the revenue split (optional but recommended)
7. Click Save

If the title is empty when selecting a template and client, it is automatically filled as "Template Name – Client Name".

Activating a Contract

Newly created contracts start as Draft. To put them into operation:

1. Open the contract
2. Click Activate
3. Confirm in the confirmation dialog

Cancelling a Contract

When cancelling an active contract with Asaas integration:

• Pending/overdue installments are cancelled in the database
• Open charges in Asaas are removed sequentially (last to first — Asaas requirement for installment plans)
• An audit event is recorded

Installments

Each contract has automatically generated installments. Each installment has:

• Number and due date
• Amount
• Status: Pending, Overdue, Paid, Cancelled
• Link to gateway charge (when generated)
• Payment origin indicator (Asaas or Manual)

Installment actions

Action	When available
Generate charge	"Per installment" mode, no existing charge
Generate payment link	"Payment link" mode, no existing charge
Mark as paid	Pending or overdue installments

Manually Recording a Payment

When an installment needs to be settled outside the gateway (e.g. cash payment, direct transfer):

1. Click Mark as paid on the installment
2. Enter the amount received (pre-filled with the installment amount)
3. Enter the payment date (default: today)
4. Click Confirm payment

The system then:

• Marks the charge as received in Asaas via receiveInCash (if there's an open charge — no financial movement in the Asaas account)
• Records the payment with gateway: manual and saves who made the entry
• Processes revenue splits automatically
• Checks whether the contract was completed

If the installment has a gateway charge, a yellow warning is shown before confirmation.

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Payees

Payees are the people or companies that receive portions of contract revenue (splits).

Payee Types

Type	Description
Percentage	Receives a fixed percentage of the paid amount
Fixed	Receives a fixed amount per payment
Fee	Internal control of gateway fee (filled automatically)
Remainder	Receives what's left after all other splits

Registering a Payee

1. Go to Billing → Payees
2. Click New payee
3. Fill in name, type and optional details (CPF/CNPJ, bank/PIX in "Notes")
4. Save

Notes

The Notes field is ideal for storing the payee's PIX key or bank details. This information is shown when recording a payout, making the transfer easier.

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Contract Templates

Templates let you standardize settings that repeat across contracts.

What is configured in a template?

• Base title, amount, number of installments
• Currency and default payment gateway
• Charge mode (per installment or payment link)
• Pre-configured revenue split

Required Payee in Template

When configuring a split in a template, you can mark "Required payee". This means:

• In the template, the payee doesn't need to be filled
• When generating a contract from the template, the system requires that payee to be selected

Useful for splits whose payee varies per contract (e.g. the fee goes to the professional responsible for each case).

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Revenue Split

The revenue split defines how the amount paid by the client is distributed. Splits are configured per contract (or template) and processed automatically with each payment.

Split Types

Type	Behavior
Percentage	Calculates X% of the paid amount. Sent to Asaas gateway automatically.
Fixed	Fixed amount per payment. Sent to the gateway.
Fee	Gateway fee amount (reported by Asaas in webhook). Marked as distributed automatically on payment date. Never sent to the gateway.
Remainder	Calculated after all other splits. Gateway fee deducted if configured. Never sent to the gateway — always manual.

Only one Fee split and one Remainder split are allowed per contract/template.

Auto-distribute

The Auto-distribute field on a split makes the generated payout automatically marked as distributed at the time of payment. Ideal for internal payouts where no real transfer happens (e.g. the split goes to the company itself).

Recording a Distribution

Non-automatic splits need to be manually recorded:

1. In the Payout Report, find the payout
2. Click Record
3. Enter the distribution date and amount paid
4. Confirm

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Payout Report

The report centralizes all splits generated by payments.

Available filters

• Period – Filter by payout due date
• Contract – Filter by specific contract (modal selector)
• Payee – Filter by payee (modal selector)
• Distribution type – Auto or manual
• Status – Distributed or pending

Report columns

Column	Description
Payee	Payee name
Type	Split type (percentage, fixed, fee, remainder)
Amount Due	Calculated amount for this split
Due Date	Payout due date
Installment Due	Client installment due date
Payment Date	Date when the client made the payment
Distribution	Type (auto/manual)
Distributed	Status (yes/no)

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Payment Settings

Integrating with Asaas

1. Go to Billing → Settings
2. Select Asaas
3. Enter your API key (starts with $aact_...)
4. Choose the environment (Sandbox for testing, Production for real use)
5. Save

Stripe and Mercado Pago are coming soon.

Configuring the Webhook

To receive payment notifications automatically:

1. In the Asaas panel → My Account → Settings → Integrations → Webhook
2. Add the URL: https://node.interflow.chat/webhooks/asaas
3. Select the events: PAYMENT_RECEIVED, PAYMENT_CONFIRMED, PAYMENT_RECEIVED_IN_CASH
4. In the Authentication token field, generate or define a secret key and copy the value
5. Save in Asaas
6. Paste that same key in the Webhook secret key field under Billing → Settings in Interflow

Security

The secret key ensures only legitimate Asaas events are processed. Without it, any request to the webhook URL would be accepted. Keep the key in a safe place — it cannot be viewed again in Asaas.

Charge Modes

Mode	Description
Per installment	Each installment generates an individual charge in Asaas (bank slip, PIX, etc.)
Payment link	A single installment payment link is generated for the entire contract

Mode: Per installment

Recommended when you already have the client's data (CPF and email required by Asaas).

1. With the contract active, each installment shows a "Generate charge" button
2. The system creates the charge in Asaas linked to the registered client
3. The invoice link appears on the installment card
4. When the client pays → Asaas sends PAYMENT_RECEIVED → splits processed automatically

Mode: Payment link

Recommended when the client fills in their own details at the time of payment. No CPF or email needs to be registered in advance.

1. With the contract active, click "Generate payment link"
2. The system creates a link in Asaas with the total value and the configured maximum number of installments
3. The link is displayed on the contract — you send it to the client
4. The client accesses the link, fills in their details and chooses the payment method
5. For each installment the client creates → Asaas sends PAYMENT_CREATED → the system automatically creates the installments in the database with real data
6. When the client pays → Asaas sends PAYMENT_RECEIVED → splits processed normally

Key difference

In per installment mode, you control each charge individually and need the client's data upfront. In payment link mode, the client handles their own registration and chooses the installment plan — ideal for online sales or when data isn't available yet.

Webhooks

Asaas sends events to Interflow whenever a payment is processed. The system:

• Automatically identifies if the payment belongs to a contract
• Records the payment with idempotency (avoids duplicates)
• Processes splits automatically
• Ignores webhooks for already-paid installments (e.g. RECEIVED_IN_CASH arriving after a manual entry)

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Full Flow

Create Template → Create Contract → Activate → Generate Charge → Client Pays
                                                                      ↓
                                                Asaas Webhook / Manual Entry
                                                                      ↓
                                                Splits processed automatically
                                                                      ↓
                                                Payout Report updated
                                                                      ↓
                                                Record distribution (manual or auto)

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FAQ

Can I have multiple splits in the same contract? Yes. You can combine percentage + fixed + fee + remainder. The only restriction is one split of each type for fee and remainder.

What happens if the Asaas webhook arrives after a manual entry? The system checks if the installment is already in paid status before processing. If already paid, the webhook is silently ignored.

Is the "remainder" split sent to Asaas? No. The remainder is calculated internally after payment and fee deduction. It always remains pending for manual recording.

How does the Asaas cancellation order work? For installment plans, Asaas requires charges to be cancelled from last installment to first. The system does this automatically when cancelling a contract.