Client invoice payment flow

Start an iDEAL payment attempt

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 create the Stripe embedded Checkout Session from the invoice.

Audience: CRM staffPermission: Invoice recipient / configured staffModule v1.0.0

Jump to steps

Where to goCustomer Invoice → Pay Now → Stripe iDEAL V2

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

Create the Stripe embedded Checkout Session from the invoice. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

Go to an unpaid eligible invoice.
Select Stripe iDEAL V2.
Verify the payment attempt.
Wait for the embedded Stripe checkout to load.

Fields and options

Payment methodideal

Checkout modepayment

UI modeembedded

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

Start an iDEAL payment attempt 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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