QuoteIQ makes it easy to accept payments through invoices by integrating directly with Stripe. In this guide, you’ll learn how to connect your bank account, choose your payout schedule, and see how customers pay you through QuoteIQ.
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Step 1: Open the Settings Menu
From your Dashboard, click Settings in the left-hand sidebar.
Step 2: Select “QuoteIQ Payments” under Company Info
Inside the Settings screen, scroll to the Company Info section and click QuoteIQ Payments.
Step 3: Connect Your Stripe Account
Inside the QuoteIQ Payments screen, click the Connect Bank Account button
Follow the prompts to:
Create a Stripe account or log in to an existing one
Enter your bank account details
Verify your identity (if prompted)
Stripe handles all the payment processing inside QuoteIQ.
Step 4: Choose Your Payout Schedule
Once your Stripe account is connected, select how you’d like to receive payouts:
Daily
Weekly
Monthly
Or manual payouts triggered by you
Choose the option that works best for your cash flow.
Step 5: Complete Setup
After saving your payout preferences, click Done.
You’re now ready to collect payments through QuoteIQ invoices.
All invoices sent from your account will now include a “Pay Now” button for your customers to submit payment.
How It Works
When your customer pays through an invoice, Stripe processes the transaction.
You’ll receive a mobile notification instantly when payment is successful.
Funds are transferred to your connected bank account based on your payout settings.
You can log into Stripe at any time to view transaction history or manually send a payout.