Client invoice payment flow

Start an iDEAL payment attempt

Create the Stripe embedded Checkout Session from the invoice.

Audience: CRM staffPermission: Invoice recipient / configured staffModule v1.0.0

Exact navigationCustomer Invoice → Pay Now → Stripe iDEAL V2

Before you begin

Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
Confirm 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 this guide covers

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.

Exact step-by-step process

Open an unpaid eligible invoice.
Choose Stripe iDEAL V2.
Confirm the payment attempt.
Wait for the embedded Stripe checkout to load.

Fields, choices and supported possibilities

Payment methodideal

Checkout modepayment

UI modeembedded

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

Topic/help-centre/topic/stripe-ideal-client-payment-flow/

Code-backed validations and workflow rules

The flow follows the supplied controller and Stripe Session configuration.

Expected result and verification

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.