Infusionsoft Payments

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Infusionsoft Payments FAQ
Infusionsoft Payments Overview Fast setup and easy to use : Getting paid shouldn’t be stressful – Infusionsoft Payments makes it simple. Signing up is easy and stress-free (and takes about 10 minutes). Most customers will be approve...
Infusionsoft Payments Canada FAQ
This FAQ is an addendum to the primary Infusionsoft Payments FAQ which can be found here . Who is eligible for Infusionsoft Payments Canada? Here are the requirements for using Infusionsoft Payments in Canada: You must have a Canadian tax ID ...
Infusionsoft Payments UK FAQ
This FAQ is an addendum to the primary Infusionsoft Payments FAQ which can be found here . Who is eligible for Infusionsoft Payments UK? Here are the requirements for using Infusionsoft Payments in the United Kingdom: You must have the countr...
Why Do You Need My Social Security Number
Infusionsoft Payments uses your social security number (“SSN”) as part of its identity verification program. Infusionsoft Payments in partnership with WePay verifies the identity of each user of the Infusionsoft Payments service in orde...
Infusionsoft Payments Setup Guide
Infusionsoft Payments eliminates stress for small businesses needing to accept credit cards. With Infusionsoft Payments, it’s easy to accept credit cards in minutes. Infusionsoft Payments offers fast setup, transparent pricing and integrated, ...
Who Is WePay
WePay is the payment technology company that Infusionsoft has partnered with to build Infusionsoft Payments. WePay is the most flexible and easy to use payment processing solution designed specifically as a payment enablement solution for platforms ...
Will Using Infusionsoft Payments Affect My Taxes
Using Infusionsoft Payments does not necessarily affect your taxes.  Infusionsoft Payments helps you organize your payments and under certain circumstances will issue you Form 1099-K, a requirement from the IRS. This will be sent from our payme...
Why Was My Withdrawal Cancelled Or Charged Back
If you've received an email or notification that a withdrawal was cancelled or created a charge-back, this could be for a couple of reasons: The username on the Infusionsoft Payments account (the name in the gray bar at the top of the Infusion...
Why Isn't My Balance Fully Available
There can be a few different reasons why an account balance isn't fully available for withdrawal. Below are several reasons, as well as some extra info about each reason: One or more payments haven't fully processed Pending payments are ...
Infusionsoft Payments Migration Guide
Everything you need to know to migrate from another merchant account you were previously using to start processing payments in Infusionsoft.  Set your default credit card processor to Infusionsoft Payments If you have another active merchan...
Log In To The Infusionsoft Payments Merchant Center
If you utilize Infusionsoft Payments to process payments in Infusionsoft, you will have access to the Infusionsoft Payments Merchant Center. The Infusionsoft Payments Merchant Center lets you generate reports, view activity, process refunds, and add...
Completing Infusionsoft Payments Account Setup
When setting up your Infusionsoft Payments account, an admin may receive a notification on their homepage that states "Action is needed to complete your account. Update your personal information." Use the following steps to complete the ac...
Setting Up Settlement Withdrawals In The Infusionsoft Payments Merchant Center
With Infusionsoft Payments, you can link a bank account to automatically deposit settlement withdrawals into.  US accounts also have the option to request withdrawals to be paid via check. How To Link a USD Bank Account In the Infusionsoft...
Updating Infusionsoft Payments Merchant Center Email And Password
Updating your Infusionsoft Payments Merchant Center Email and Password is available in your 'Security' section of the Merchant Center.Please note, if you are updating your email address, you will need to utilize an email address that is not ...
Multi Factor Authentication For Infusionsoft Payments Merchant Center
Multi-Factor Authentication for the Infusionsoft Payment Merchant Center allows for you to add an extra layer of security to your Merchant Center.  You will be able to set up trusted devices, and a verification code will be sent via test messag...
Download Payment And Settlement Reports In Infusionsoft Payments Merchant Center
With Infusionsoft Payments, you can generate and download Payments and Settlements reports, from within the Merchant Center.  An email will be sent with a download link for your report after it is generated. Please note that there is a 24-hour ...
Issuing A Refund Within Infusionsoft Payments Merchant Center
Below are the steps to issue a refund of payment, directly through the Infusionsoft Payments Merchant Center. Most refunds are able to be processed via the contact's order record in infusionsoft. If for any reason you need to refund a payment th...
Handling A Charge-back Within Infusionsoft Payments Merchant Center
Merchants that use Infusionsoft payments can address any charge-backs via the Infusionsoft Payments Merchant Center. Below are steps to address any charge-backs on payments you have received. Important Note!  Charge-backs need to be responded...
Infusionsoft Payments UK Dashboard
Home Page When you first sign in to your dashboard, you will see three information boxes on the middle of the page: Last Settlement : If there is a value listed here, it will also give a date as well. Net balance : This will show the...