Client invoice payment flow

Start an iDEAL payment attempt

Follow this guide to create the Stripe embedded Checkout Session from the invoice. 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 goCustomer Invoice → Pay Now → Stripe iDEAL V2

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

Create the Stripe embedded Checkout Session from the invoice. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

Go to an unpaid eligible invoice.
Select Stripe iDEAL V2.
Verify the payment attempt.
Wait for the embedded Stripe checkout to load.

Fields and options to review

Payment methodideal

Checkout modepayment

UI modeembedded

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

Start an iDEAL payment attempt 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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