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Configure payment methods on an offer

This is a how-to guide. For concepts and PIX vs card behavior, read PIX and card at checkout first.

Use this guide when enabling payment methods on a live offer and verifying checkout before launch.

Before you start​

Configuration workflow​

  1. Confirm you are in the correct business workspace.

[Screenshot: App header — correct business selected in workspace switcher.]

  1. Open Products and select the product for this offer.

[Screenshot: Products list — target product row selected.]

  1. Open Pricing and select the plan and offer used by the checkout link.

[Screenshot: Pricing page — plan and offer list for the selected product.]

  1. Open offer settings and enable PIX, card, or both.

[Screenshot: Offer payment methods — PIX and card toggles visible.]

  1. If the offer is recurring, review trial and subscription billing settings.

[Screenshot: Subscription or trial settings on the offer when applicable.]

  1. If using card installments, confirm installment settings match checkout copy.

[Screenshot: Installment options enabled on the offer with correct number of installments.]

  1. Open the checkout link as a buyer.

[Screenshot: Live checkout — payment method section shows enabled PIX and/or card.]

  1. Confirm price, renewal copy, and payment options match the offer.

[Screenshot: Checkout preview — total price and payment labels correct.]

  1. Run a test payment when possible (PIX flow or card).

[Screenshot: Test checkout — payment submitted or PIX QR generated.]

  1. Open Sales and confirm the resulting sale status.

[Screenshot: Sales detail — approved, pending, or declined status visible.]

  1. Grant delivery only after the sale reaches approved status.

[Screenshot: Delivery or access granted only after approved sale confirmation.]

  1. Compare results in Financial Overview after first live purchases.

[Screenshot: Financial Overview — PIX or card tab showing test or live purchase.]

Common mistakes​

  • Promising instant access for every PIX attempt.
  • Enabling installments without testing buyer-facing totals.
  • Treating card declines as chargebacks.
  • Changing payment methods during a live campaign without retesting links.