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, painless processing. Take the stress out of getting paid and get back to running your business.


 



  1. Go to E-Commerce > E-Commerce Setup in the main navigation menu


     
  2. Click on the Payment Types link


     
  3. To sign up, select the email address of the financial administrator of your Infusionsoft account, choose your country and click the Get Started button

 

Pro Tip! Check out the Canada and UK FAQ pages

Pro Tip! Only Administrators in your Infusionsoft account have access to sign up with Infusionsoft Payments.

  1. You will receive an email titled, Please set up your Infusionsoft Payments account
     
  2. Click on the Set Up Your Account button


     
  3. Enter a Password and click the Continue button. You will now be redirected back to your Infusionsoft account to finish the signup process.
Pro Tip! For increased security, the password you create for your Infusionsoft Payments account is separate from your Infusionsoft account login and password.

  1. Complete the Account Setup section by entering your bank information and click the Add Bank button.

    Collect Payments As soon as you add your bank account information, you can start collecting payments; however you will not receive funds until you complete your application.


     
  2. Click the connect your bank account link to complete the application process


     
  3. Once completed, you will be returned to the Payment Types page to see the details of your account
     
  4. Click Manage Account to go to the WePay portal to manage your account. You will use the email and password you used in step #6
     
  5. If you already have a payment gateway set up in your Infusionsoft account, you will need to set Infusionsoft Payments as your Default.

    Go to E-Commerce > Settings > Orders and next to "Default Merchant Acct for Manual Orders" select Infusionsoft Payments from the drop down.


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