Payment types

Create payment condition templates with term, installments, late fee and interest to fill in sales faster and calculate renegotiations.

A payment type is a reusable template with the conditions you usually offer, such as “Bank slip 30 days”, “PIX upfront” or “Card 3x”.

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When to use

• To avoid filling in payment method, term and installments on every sale.
• To define the late fee and interest that will be suggested when renegotiating overdue charges.

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Create a payment type

1. Open the list

   Go to Management → Financial → Payment Types and click to create a new one.

2. Fill in the Identification tab

   Enter Type Name and, if you wish, Description / Usage. Turn on Default (pre-selected when creating a new sale) so that it comes selected on new sales. Only one type can be the default.

3. Fill in the Configuration tab

   Define Modality, Payment Method, Due Date Deadline (days), Interval Between Installments and Number of Installments.

4. Define the renegotiation rules

   In the Renegotiation of overdue charges section, enter late fee, interest and limits. Leave at zero to not charge.

5. Save

   The type then appears in the Payment Type field of sales.

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Fields

Field	What it means
Modality	Bank Slip, PIX, Credit Card, Bank Slip + PIX, Cash or Undefined.
Payment Method	Cash / Upfront or Installments.
Due Date Deadline (days)	The due date is calculated from the issue date.
Interval Between Installments	Monthly, Biweekly, Weekly, Quarterly, Semi-annually or Yearly.
Late fee	Percentage charged once on the overdue amount (example: 2%).
Interest per month	Percentage proportional to the days late (example: 1% per month).
Maximum installments in renegotiation	1 means in full only.
Minimum down payment (when there is a down payment)	Minimum percentage of the total that must be paid as a down payment.

The Cash modality records the sale as paid without issuing a charge on the gateway.

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Frequently asked questions

I changed a payment type. Do old sales change?

No. The type only fills in the fields at the moment you choose it on the sale. You can still adjust the fields afterwards.

Where do the renegotiation's late fee and interest come from?

From the payment type of the originating sale. In the renegotiation itself you can edit or zero out the amount.

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Related pages

Sales and charges

Use the payment type when recording a sale.

Renegotiate charges

How late fee and interest are applied.