How to charge a deal by Pix, bank slip, or card
Generate a charge for a deal by Pix, bank slip, or card directly from Cognizy and send the payment link to the customer.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
With the company's Asaas account connected, you can charge the customer without leaving the deal: choose the payment method, generate the charge, and send the link. The money goes straight into the company's Asaas account, and the deal shows when the payment comes in.
Where to find it in Cognizy
Before you start
- Connect the company's Asaas account in Settings › Integrations. Without it, the button appears as Connect Asaas to charge.
- Have the name and CPF or CNPJ of whoever will pay: Asaas requires it to issue the charge.
- Only users who can edit the deal can generate a charge.
- Without Asaas, you can receive via Pix using the company's key and manually confirm receipt in the deal.
Step by step
- Step 1:
In , open the deal. In the Overview tab, in the payments section, click Generate charge.
- Step 2:
Choose the Payment method: Pix, Bank slip, or Credit card. The amount comes from the deal; change it if the charge is for a different amount.
- Step 3:
Fill in the Payer name and their CPF or CNPJ. Then click Generate charge, at the bottom of the window.
- Step 4:
Cognizy shows the generated charge, with the payment link and, for Pix, the code to copy. Send the link to the customer through the conversation.
- Step 5:
The customer opens the link and pays using the chosen method. When the payment is confirmed, it appears in the deal without you needing to check the bank.
How to know it worked
The charge appears in the deal's payments section, first as pending and, after the customer pays, as paid.
If something goes wrong
The button appears as Connect Asaas to charge.
The Asaas account is not connected yet. Click the button and connect it in Settings › Integrations.
There was an error generating the charge.
Check the payer's CPF or CNPJ and the amount. If the Asaas account has not yet been approved by Asaas, it will refuse to issue the charge: check the account status in the Asaas dashboard.
The customer paid and the deal did not update.
Bank slip confirmation can take up to a few business days; Pix and card are usually confirmed within minutes. If it takes longer, check the charge in the Asaas dashboard.
I received it via Pix directly to the key, outside Asaas.
Use Confirm receipt in the deal to manually record the payment.
Next step
Generate the deal contract for signature, in the Proposals and contracts tab.
Sign in with your Cognizy account to save your progress.
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