How to Add Payment Integration or Options to the Quote in Email
Want to streamline client payments? Learn how to add payment integration or options directly into your emailed quotes for faster approvals and easier cash flow.
Justwise Accounting
2 min read


How to Add Payment Integration or Options to the Quote in Email
Sending a quote is the first step to winning a job—but making it easy for clients to say yes and pay quickly is what sets you apart. Adding payment options directly to your quote emails helps streamline approvals and improves your cash flow.
Here’s how you can do it effectively, and what to consider depending on your platform.
Why Add Payment Options to a Quote?
Embedding payment integration into your quote email gives clients a seamless experience. It allows them to:
Accept and approve the quote immediately
Pay a deposit or full amount via secure gateway
Reduce back-and-forth admin
Build trust with a professional presentation
It also positions your business as organised and tech-savvy.
Platform-Based Integration Options
Most modern accounting or quoting platforms support quote-to-payment workflows. Here’s a breakdown:
1. Xero
Use Xero’s online quotes feature.
Enable payment services (like Stripe, PayPal, Square) in your Xero settings.
Once the client accepts the quote, they can pay instantly from the invoice or a linked payment page.
2. QuickBooks Online
Use QuickBooks’ quote/estimate tools.
After acceptance, convert it into an invoice with payment links enabled.
Integrate services like PayPal or debit/credit card options for faster processing.
3. Custom Email Quotes
If you send quotes manually (e.g., via PDF/email), you can still:
Add direct payment links (Stripe, PayPal) in your email template
Include QR codes for mobile payments
Set terms requiring upfront or milestone payments
What to Include in Your Email Template
Make your quote email professional and clear:
Short introduction and thank-you
Summary of services, pricing, and terms
Payment link or button to accept and pay
Contact details for questions or changes
Keep language action-focused—encourage prompt approvals.
Security and Compliance Considerations
Always use verified payment platforms with SSL encryption. Avoid requesting bank details or card information via plain text email.
Also, ensure your invoice and payment processing complies with ATO standards, especially if GST is involved.
Streamlined Quotes = Faster Conversions
When clients can accept and pay on the spot, your business gets:
Faster deal closures
Less admin chasing unpaid quotes
Better cash flow
A more polished brand experience
Whether you’re a tradie, consultant, or service provider, this simple upgrade makes a big difference.
Need help setting up smart quoting workflows?
Justwise Accounting can advise you on linking quotes to payments, tracking receivables, and automating client onboarding—all while keeping your books clean.


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