Payment Options In Infusionsoft

You can use PayPal and/or a merchant account to process payments. When an order is placed through the shopping cart, an order form, or via a manually created order, Infusionsoft collects the information (e.g., customer, product(s) fees, sales tax, and shipping fees). 

It then calculates an order total and passes that number and the billing information (name, address, and encrypted credit card number) securely to a payment processor. 


 

The payment processor takes that information and completes the actual financial transaction, charging the customer's credit card. It also handles the currency part of the transaction. Infusionsoft passes a number to the processor, and the charge is processed based on the currency you have set up in their system.

Payment Processor TypeBenefitsCompatible Order Method(s)Item Type(s)
  • PayPal
  • Inexpensive to set up
  • Easier to qualify
  • Customers can pay with balance transfers
  • Pay per use, no monthly fee
  • Shopping cart and order forms
  • Products and Subscriptions
  • Merchant Account / Gateway

Note:  Paypal Payflow Pro is a gateway. It is different from a standard business PayPal account. 

For more information on merchant accounts, click here

  • More robust
  • Customer makes the payment on your website
  • Credit card statement displays your business name
  • Shopping cart, order form, and manual orders
  • Product and subscription
  • payment plans


Setup Payment Type

  1. Go to E-Commerce > E-Commerce Setup

  2. On the bottom left hand side click "Payment Types"

  3. Select Payment type:

    1. For Infusionsoft Payments check this box. For more information regarding setup, click here

    2. Click "use a different merchant account or payment type" to setup other payment types

    3. Click "Connect with PayPal" to authorize "Paypal Express Checkout". For more information, click here. For Payflow Pro, click here

    4. Check "Other credit Card Processors" to setup a Merchant account. To view our supported merchant accounts, click here 

    5. To have a "Check" mailed to you check this box

How to connect a Merchant Account

  1. Click "Connect" or "Add new"

  2. Select the Merchant from the drop-down

  3. Enter a "Name", this can be any name that will help you identify the merchant, then fill in the account information for your merchant and click "Save"

  4. Check "Other Credit Card Processors" and select the merchant from the "Merchant account to use" drop-down

  5. Scroll to the bottom right and click "Save"

Setup Check Payments

Enter the information your Customers will need to send a paper check to you. Checks are not an ACH - (A Direct Payment processed as an ACH pulls funds from the consumers account electronically.)

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