Verify the recorded Stripe transaction ID
Follow this guide to use the PaymentIntent ID as the unique CRM payment transaction. 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 goInvoice → Payments / payment record
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 PaymentIntent ID as the unique CRM payment transaction. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the invoice after success.
- Go to its payment record.
- Compare transaction ID with Stripe Dashboard.
Fields and options to review
transactionidPaymentIntent ID
Category/help-centre/category/stripe-ideal-payment-gateway/
Topic/help-centre/topic/stripe-ideal-payment-recording/
Rules the system enforces
- The supplied callback/webhook code applies this rule before or during addPayment.
How to confirm it worked
- Verify the recorded Stripe transaction ID 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.
Continue with related guidance
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