Configure the invoice payment description
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Control the Stripe Checkout product description shown for the invoice.
Where to goAdmin Area → Setup → Settings → Payment Gateways → Stripe iDEAL V2 → Description
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
Control the Stripe Checkout product description shown for the invoice. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the gateway tab.
- Enter the customer-facing description.
- Retain {invoice_number} when the formatted invoice number should appear.
- Save and test on a controlled invoice.
Fields and options
DefaultPayment for Invoice {invoice_number}
Field typeTextarea
Category/help-centre/category/stripe-ideal-payment-gateway/
Topic/help-centre/topic/stripe-ideal-settings-activation/
Rules and limits
- The gateway calls getDescription(invoice id) when creating Checkout.
Check it worked
- Configure the invoice payment 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.
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