Overview
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Setup
To add a payment type, hover over the Navigation icon on the upper left hand corner of the navigation bar and click E-Commerce Setup under the E-COMMERCE section. Click ‘Payment Types’ under the Payment header. This displays the Payment Types screen where you have the option of setting up Keap Payments, PayPal, Other Credit Card Processors, or Checks. Click the checkbox next to the Keap Payments logo to set up Keap Payments. Find the user whose bank account you wish to connect on the right hand side of the Payments box. Choose a country, then click the blue ‘Get Started’ button at the bottom of the box. An email will be sent to the email account associated with the user you chose. From the email, click the blue ‘set up your account button’. You will be prompted to set up a password. Enter the password, agree to the terms and service, then click continue. This takes you back to the Keap Payment screen in E-Commerce. Click ‘connect your bank account’ in the caution box ‘Bank Account Not Connected’. The Keap Payments account setup screen appears . Choose your entity type, scroll down and click next. Select your industry category using the dropdown, then select industry type. Scroll to the bottom and click next. Enter your name and contact information, then scroll down and click next.Enter your phone number, birthday, and either social or EIN. Scroll down and click next. Enter your business website and click next. Click submit to finalize account setup. Add your bank information and click Add bank to finalize the setup of your Keap Payments. To set up PayPal, click the checkbox to the left of the PayPal logo. This will open the box to check Express Checkout or Payflow Pro. To set up Express Checkout, click the blue ‘Connect with PayPal’ button, then set up your account if one does not exist. Clicking Payflow Pro for subscriptions or payment plans will yield a login screen where you put your existing credentials to connect. To set up your own merchant account, click the checkbox to the left of “Other Credit Card Processors’. Select the merchant account to use or click add new to add an account. This will open a dialogue box with a dropdown of all the merchant accounts Infusionsoft integrates with natively. If your merchant account is not in this list, you can use CartConnect as a connector. After choosing your preferred merchant account, you will enter your credentials for that account and click the green ‘Save’ button. You also have the option of adding specific cards that you accept. If you also take checks as payment, click the checkbox to the left of ‘Checks’. Fill out the information that your customers will need to send you a paper check. These are not ACH or direct payments. Click the ‘Save’ button at the bottom right of the screen to save your payment options You may now collect money for your products or services. Click ‘Back to E-Commerce Setup and click ‘Receipts’ under the Payment header to modify the language in the receipts that are sent. Click ‘Payment Plans’ to create a payment plan you will attached to specific products to allow your customers to pay out high dollar products over time.
Themes
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Integrate With Your Storefront
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Settings
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Testing
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