Setting Up Settlement Withdrawals In The Infusionsoft Payments Merchant Center

Tags: Payments

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.

How To Link a USD Bank Account

  1. In the Infusionsoft Payments Merchant Center, click Settings on the left

  2. Choose Settlement Banks

  3. Click the Add Bank Account button



  4. Enter your Routing Number, Account Number, and Bank Name


     
  5. Select how often you would like to be paid: Daily, Weekly (every Monday), or Monthly (1st of every month)

  6. Click the Add Bank button


How To Link a CAD Bank Account

  1. In the Infusionsoft Payments Merchant Center, click Settings on the left

  2. Choose Settlement Banks

  3. Click the Add Bank Account button


     
  4. Enter your Transit Number, Financial Institution Number, Account Number, and Bank Name


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

  6. Click the Add Bank button


How to request a check (USD ONLY)

  1. In the Infusionsoft Payments Merchant Center, click Settings on the left

  2. Choose Settlement Banks

  3. Click the Set up recurring settlements by check option

     
  4. Enter your full address, fill out the check memo, and select how often you would like to receive checks: Weekly (Every Monday) or Monthly (1st of the month)


     
  5. Click Save