Understand bank selection ownership
This guide explains that that Stripe embedded Checkout—not the CRM module—presents eligible iDEAL bank/payment steps. 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.
Where to goStripe iDEAL V2 embedded checkout
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
Know that Stripe embedded Checkout—not the CRM module—presents eligible iDEAL bank/payment steps. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Do not expect a bank list in CRM settings.
- Complete the choices presented by Stripe Checkout.
Fields and options to review
Bank UIProvided by Stripe
Category/help-centre/category/stripe-ideal-payment-gateway/
Topic/help-centre/topic/stripe-ideal-security-troubleshooting/
Rules the system enforces
- The supplied module implements or omits this behaviour exactly as described.
How to confirm it worked
- Understand bank selection ownership 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
- Protect credentials and invoice/payment data.
- Verify Stripe state before any retry or manual finance correction.
Continue with related guidance
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