Overview, requirements and lifecycle

Find the iDEAL functionality without a module menu

Follow this guide to use the payment-gateway settings and invoice payment screen because the module adds no sidebar menu. 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: Administrator / settings accessModule v1.0.0

Jump to steps

Where to goAdmin Area → Setup → Settings → Payment Gateways

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 the payment-gateway settings and invoice payment screen because the module adds no sidebar menu. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

Go to Setup → Settings → Payment Gateways for configuration.
Go to a customer invoice for the payment action.
Do not look for a separate iDEAL register, dashboard or report menu.

Fields and options to review

Admin workspacePayment Gateways

Customer workspaceInvoice payment page

Category/help-centre/category/stripe-ideal-payment-gateway/

Topic/help-centre/topic/stripe-ideal-overview-lifecycle/

Rules the system enforces

No sidebar or admin menu item is registered by the supplied module.

How to confirm it worked

Find the iDEAL functionality without a module menu 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.

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