Security, limitations and troubleshooting

Understand bank selection ownership

Know that Stripe embedded Checkout—not the CRM module—presents eligible iDEAL bank/payment steps.

Audience: CRM staffPermission: Administrator / finance / technical supportModule v1.0.0

Exact navigationStripe iDEAL V2 embedded checkout

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

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.

Exact step-by-step process

Do not expect a bank list in CRM settings.
Complete the choices presented by Stripe Checkout.

Fields, choices and supported possibilities

Bank UIProvided by Stripe

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

Topic/help-centre/topic/stripe-ideal-security-troubleshooting/

Code-backed validations and workflow rules

The supplied module implements or omits this behaviour exactly as described.

Expected result and verification

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.