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Infusionsoft Payments how to Add/Change Bank Account

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.


 

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Setting up a new Settlement Option

  • Click on "Settings" in the menu on the left-hand side of the page.

  • Click on the "Settlement Details" tab.

  • Merchant will need to choose if they want to link a bank account for direct transfer or receive a paper check (paper check only available in US and not recommended for fast processing).

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Add Bank Account

  • Click the "Add Bank Account"

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  • Enter Routing Number, Account Number, Confirm Account Number, Bank Name, and Account Type (Checking or Savings)

    *Note: Canada Merchants will need to enter the Transit Number, Financial Institution Number, Account Number, and Bank Name

  • Select how often the merchant would like to be paid: Daily, Weekly (every Monday), or Monthly (1st of every Month).

  • When finished click "Add Bank"

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Setup Paper Check

  • Click the "Set up recurring settlements by check".

  • Enter your full address, fill out the check memo, and select how often the merchant would like to receive checks: Weekly – every Monday or Monthly - 1st of the month

  • Click "Save"

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    *Note: This is for USD ONLY

 

 

 

Change Payout

If a bank account is connected and needs to be changed or the merchant would like to change to/from a paper check

  • Click on "Settings" in the menu on the left-hand side of the page

  • Click on the "Settlement Details"

  • Click the "Change" button next to Bank & Account

  • If merchant would like to change to a paper check at this point they can click the “Settle Funds by Paper Check” link and fill out the information as notated in the  paper check steps.

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