Find the iDEAL functionality without a module menu
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 the payment-gateway settings and invoice payment screen because the module adds no sidebar menu.
Where to goAdmin Area → Setup → Settings → Payment Gateways
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 the payment-gateway settings and invoice payment screen because the module adds no sidebar menu. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to Setup → Settings → Payment Gateways for configuration.
- Go to a customer invoice for the payment action.
- Do not look for a separate iDEAL register, dashboard or report menu.
Fields and options
Admin workspacePayment Gateways
Customer workspaceInvoice payment page
Category/help-centre/category/stripe-ideal-payment-gateway/
Topic/help-centre/topic/stripe-ideal-overview-lifecycle/
Rules and limits
- No sidebar or admin menu item is registered by the supplied module.
Check it worked
- Find the iDEAL functionality without a module menu 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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