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Client invoice payment flow

Complete the embedded Stripe iDEAL checkout

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to use Stripe.js v3 and the client secret created for this attempt.

Audience: CRM staffPermission: Invoice recipient / configured staffModule v1.0.0
Jump to steps
Where to goStripe iDEAL V2 embedded checkout page
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 this guide helps you do

Use Stripe.js v3 and the client secret created for this attempt. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

  1. Wait for the embedded bank/payment interface.
  2. Complete the provider steps presented by Stripe.
  3. Allow Stripe to return to the configured callback URL.

Fields and options

Scripthttps://js.stripe.com/v3/
Mount point#checkout
Category/help-centre/category/stripe-ideal-payment-gateway/
Topic/help-centre/topic/stripe-ideal-client-payment-flow/

Rules and limits

  • The flow follows the supplied controller and Stripe Session configuration.

Check it worked

  • Complete the embedded Stripe iDEAL checkout 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.

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