> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Connect a payment gateway

> Create the Notfy Financial integration with Asaas or Ailos, enter the credentials, choose sandbox or production and set up the automatic payment notice.

To issue charges you need a **Notfy Financial** integration linked to your Asaas or Ailos account.

## When to use

The first time you charge customers, or when you want to charge through another account (for example, one account per issuing company).

## Before you start

* The company's plan must include the financial module. The number of gateway accounts you can activate also depends on the plan.
* Have your gateway account credentials at hand.
* You need permission to manage integrations.

## Available gateways

| Gateway | How it authenticates | Automatic payment notice |
| :- | :- | :- |
| **Asaas** | API key and webhook token | Yes |
| **Ailos** | Cooperative credentials (Client ID, Client Secret, token URL, billing agreement) | No: update the status manually |

> [!WARNING]
>
> The gateway **cannot be changed** after the integration is created. To switch gateways, create another integration.

## Create the integration

**1. Open the integrations**

Go to **Settings → Integrations** and click to create a new integration.

**2. Choose the service**

In the service field, select **Notfy Financial**. In **Payment Gateway**, choose Asaas or Ailos.

**3. Give it a name and save**

Fill in **Integration Name** (for example, "Asaas headquarters") and save. Only after saving does the **Notfy Financial** tab appear, where the credentials go.

**4. Enter the credentials**

In the **Notfy Financial** tab, **Payment Gateway** section, fill in your gateway's fields. The data is stored encrypted.

**5. Choose the environment**

In the **Environment** section, choose **Sandbox — testing** or **Production**. Use the sandbox to test without moving money and switch to Production only when you are going to charge for real.

**6. Set up the payment notice (Asaas)**

In the **Webhook** section, copy the **Webhook URL** and register it in your Asaas account's notifications, using the same **Webhook Token** you entered in Notfy.

## Fields by gateway

> [tab] Asaas
>
> | Field | What to enter |
> | :- | :- |
> | **API Key** | Your Asaas account key (required). |
> | **Webhook Token** | Token you define in Asaas notifications, to validate the notices received. |

> [tab] Ailos
>
> | Field | What to enter |
> | :- | :- |
> | **Client ID** and **Client Secret** | OAuth2 credentials provided by the cooperative. |
> | **Token URL** | Token issuance address, provided by the cooperative. |
> | **Billing agreement** | Agreement number, requested from the cooperative. |
> | **Portfolio** | Billing portfolio (default 1). |
> | **API base URL** | Required in production; in the sandbox, it can be left blank. |

## Linked issuing company

If your company has more than one account and also uses the tax integration, the optional **Linked issuing company** field links the financial account to the CNPJ that issues the invoices. When splitting a sale's charge by company, each part goes out through the linked account.

## Frequently asked questions

> [accordion] Does Stripe appear in the list?
>
> No. Currently the list of gateways offers only Asaas and Ailos.

> [accordion] The charge was paid, but the status didn't change. Now what?
>
> With Asaas, the status changes by itself when the payment notice is configured. If it didn't change, check the URL and token registration in Asaas and use **Update Status** on the charge. With Ailos there is no automatic notice: use **Update Status** whenever you need.

> [accordion] Can I have two accounts of the same gateway?
>
> Yes, within your plan's account limit. When generating charges you choose which **Financial account** to use.

## Related pages

> [card] [Sales and charges](https://docs.notfy.ai/en/financeiro/vendas-e-cobrancas.md)
>
> Issue charges using the connected account.

> [card] [Track charges](https://docs.notfy.ai/en/financeiro/acompanhar-cobrancas.md)
>
> Status, manual update and cancellation.


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