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. QuoteIQ never stores credit card numbers — all payment data is secured by Stripe.
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 Payments Work
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.
Payment Features in QuoteIQ
Beyond basic invoice payments, QuoteIQ includes several payment features to help you get paid faster and more flexibly:
Tap to Pay
Accept in-person card payments directly from your phone using Stripe Tap to Pay. No card reader hardware needed — your customer taps their card or phone on your device and the payment processes instantly. Available on all plans.
Accept Tips on Invoices
Customers can add a tip when paying an invoice. This is built into the payment flow — no extra setup required.
Card-on-File
Save a customer's payment method for recurring or future charges. Useful for repeat customers or subscription-based services.
Invoice Subscriptions / Recurring Service Plans
Set up recurring invoices for customers on maintenance plans, regular service schedules, or subscription agreements. Invoices generate and send automatically on your chosen schedule.
Payment Reminders
Send payment reminder notifications to customers with unpaid invoices. You can send reminders manually from any open invoice.
FAQs
What payment methods can my customers use?
Customers can pay with any major credit or debit card through the Stripe-powered payment link on your invoice. For in-person payments, customers can use Tap to Pay with a contactless card or mobile wallet (Apple Pay, Google Pay).
Do I need to buy a card reader for Tap to Pay?
No. Tap to Pay uses your phone's built-in NFC capabilities through Stripe. No additional hardware is required.
How fast do I get paid?
This depends on your payout schedule in Stripe. If set to daily, funds typically arrive in your bank account within 2 business days of the transaction. Weekly and monthly payouts follow the schedule you configured.
Can I accept payments without sending an invoice?
Yes — you can use Tap to Pay to collect payment in person on the spot, even before sending a formal invoice.
Is there a processing fee?
Stripe charges standard processing fees for each transaction. QuoteIQ does not add any additional fees on top of Stripe's rates. You can view Stripe's current pricing at stripe.com/pricing.