Infusionsoft Payments Setup Guide

Tags: Payments

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. Click "Settings" from the Left menu

  2. Click "Billing Settings"


  3. Click "Get Started"


  4. Select your country

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    • If UK, choose your industry

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    • If Canada, indicate whether you accept debit cards

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  5.  Click "Get Started"

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  6.  You will receive an email titled, "Please set up your Infusionsoft Payments account" and click "Set Up Your Account"



    • Create a password


Pro Tip! For increased security, the password you create for your Infusionsoft Payments account is separate from your Infusionsoft account login and password.

 

  1. Fill in the required information

  2. Setup your Settlement type
    • Direct Depost to a bank account
    • Have a paper check mailed


  3. Click "Finish"


  4. From the drop down select "set as default" to make Infusionsoft payments active.



  5. Access your merchant portal by selecting "Manage your Account" from the drop down