Client invoice payment flow

Complete the embedded Stripe iDEAL checkout

Follow this guide to use Stripe.js v3 and the client secret created for this attempt. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM staffPermission: Invoice recipient / configured staffModule v1.0.0
Jump to steps
Where to goStripe iDEAL V2 embedded checkout page
Before you start
  • Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
  • Verify module activation and the stated permission before attempting the action.
  • Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.

What you’ll accomplish

Use Stripe.js v3 and the client secret created for this attempt. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

  1. Wait for the embedded bank/payment interface.
  2. Complete the provider steps presented by Stripe.
  3. Allow Stripe to return to the configured callback URL.

Fields and options to review

Scripthttps://js.stripe.com/v3/
Mount point#checkout
Category/help-centre/category/stripe-ideal-payment-gateway/
Topic/help-centre/topic/stripe-ideal-client-payment-flow/

Rules the system enforces

  • The flow follows the supplied controller and Stripe Session configuration.

How to confirm it worked

  • Complete the embedded Stripe iDEAL checkout completes through the supplied module flow.
  • Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.

Security, privacy and operational checks

  • Use the least-privilege account that has the stated permission.
  • Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.