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Infusionsoft Cookbook by Paul Sokol

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Setting up your merchant account

The best way to collect payment for our goods and services using Infusionsoft is to connect a merchant account, so we can accept credit cards.

There are many different providers in the world, and Infusionsoft works with a handful of them. The setup is similar for all providers, and the only difference is the specific credentials each one uses. After completing this recipe, we will be able to collect payment through the shopping cart and order forms.

Getting ready

We need to be logged in to Infusionsoft and inside a specific account.

How to do it...

  1. Hover over the Infusionsoft symbol in the upper-left corner of the page, navigate to the E-Commerce column, and click on Settings:
  2. Click on Merchant Accounts in the menu on ...

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