Keap Payments

WePay is the payment technology company that Infusionsoft by Keap has partnered with to provide Keap Payments. WePay is the most flexible and easy to use payment processing solution designed specifically as a payment enablement solution for platform...

How do I sign in to manage my Keap Payments account?  After completing the setup of your Keap Payments account you will see a link titled ‘manage account’ in the Keap Payments section of the Payment Types page in Infusionsoft by Keap. Clicking th...

This FAQ is an addendum to the primary Keap Payments FAQ which can be found here . Who is eligible for Keap Payments UK? Here are the requirements for using Keap Payments in the United Kingdom: You must have the country in Keap's CAN-SPAM add...

This FAQ is an addendum to the primary Keap Payments FAQ which can be found here . Who is eligible for Keap Payments Canada? Here are the requirements for using Keap Payments in Canada: You must have a Canadian tax ID which is called a Busine...

With Keap Payments, it’s easy to accept credit cards in minutes. Keap Payments offers fast setup, transparent pricing and integrated, painless processing. Take the stress out of getting paid and get back to running your business. Create a WePay lo...

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 To link a bank account for direct transfer or receive a paper check   Add Ban...

If you use Keap Payments to process payments in Infusionsoft by Keap, you have access to the Keap Payments Merchant Center. The Keap Payments Merchant Center lets you generate reports, view activity, process refunds, and address any charge-backs. Yo...

Keap Payments uses your social security number (“SSN”) as part of its identity verification program. Keap Payments in partnership with WePay verifies the identity of each user of the Keap Payments service in order to manage risk and to comply with ...

Using Keap Payments does not necessarily affect your taxes. Keap Payments helps you organize your payments and under certain circumstances will issue you Form 1099-K, a requirement from the IRS. This is sent from our payments partner WePay. What ...

There can be a few different reasons why an account balance isn't fully available for withdrawal. Below are several reasons, as well as some extra info about each reason: One or more payments haven't fully processed Pending payments are payments...

You can change your Keap Payments Merchant Center Email and Password in the Security section of the Merchant Center.  To change your email address, use an email address that is not currently registered with Keap Payments and WePay. Change emai...

Most refunds are able to be processed via the contact's order record in your Infusionsoft by Keap. However, there can be situations where the refund is done directly through Keap Payments merchant center.   If a refund is processed directly through...

Know your customer (KYC) is the process of verifying the identity of a customer/merchant and their business. The term is also used to refer to the bank and anti-money laundering regulations which governs these activities. If you see an alert at th...

Home Page When you first sign in to your dashboard, you will see three information boxes on the middle of the page: Last Settlement : If there is a value listed here, it will also give a date as well. Net balance : This will show the cu...

Follow these steps to migrate from a merchant account to Keap Payments.  Set your default credit card processor to Keap Payments. Select Set as default credit card processor in the Keap Payments section of the Payment types page. Set your def...

If you've received an email or notification that a withdrawal was cancelled or created a charge-back, this could be for a couple of reasons: The username on the Keap Payments account (the name in the gray bar at the top of the Keap Payments accoun...

What is a chargeback? A chargeback occurs when a credit card holder contacts his bank or credit card company to dispute a charge on his account. Common reasons for chargebacks include: The cardholder does not recognize the charge or recipient...

With Keap Payments, you can generate and download Payments and Settlements reports, from within the Merchant Center.  An email will be sent with a download link for your report after it is generated. Please note that there is a 24-hour data delay fo...

Multi-Factor Authentication for the Keap Payments merchant center adds an extra layer of security.  You can set up trusted devices and a verification code will be sent via test message when attempts are made to log in to devices that you have not se...