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Automatic Pix for Recurring Billing

By VeyloCRM · · 3 min read

Automatic Pix allows the customer to authorize recurring payments. For those who charge monthly fees, it reduces delays and collection work.

Who it’s for

Gyms, schools, clubs, and subscriptions.

Authorization

The customer approves once.

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Monthly fees

Debit on the agreed date.

Communication

Notify before each charge.

Cancellation

Simple for the customer.

Bank

Check with your provider.

Ready message

"Hi, Fernanda! To make things easier, you can authorize the monthly fee via Automatic Pix. It will be paid every 5 and you’ll receive a notice beforehand. Should I send you the link?"

Where to start

Ask your bank or payment provider how to offer Automatic Pix and start with your oldest customers.

How the CRM helps

Tags show who has already authorized and who still pays manually, and scheduled messages notify before each charge.

Common mistakes

Charging without notice, making cancellation difficult, and not explaining how it works.

An example

A swimming school offered Automatic Pix for monthly fees. Many families signed up, and the team spent much less time collecting late payments.

Frequently asked questions

What is Automatic Pix?

It is a Pix modality, regulated by the Central Bank, where the customer authorizes once and recurring payments are debited on the agreed dates, without needing to pay manually every month. Check availability with your bank or payment provider.

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