Client invoice payment flow

Verify the Stripe Checkout invoice description

Confirm the configured text and invoice placeholder are used.

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

Confirm the configured text and invoice placeholder are used. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Exact step-by-step process

Configure the description.
Start a test payment.
Verify the Stripe product description matches the invoice.

Fields, choices and supported possibilities

SourceGateway Description setting

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

Verify the Stripe Checkout invoice description 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.