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).
Add Bank Account
Click the "Add Bank Account"
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"
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
*Note: This is for USD ONLY
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.