Understand automatic payment capture
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
This guide explains that that the PaymentIntent is created for automatic capture.
Where to goCustomer Invoice → Stripe iDEAL V2 checkout
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
Know that the PaymentIntent is created for automatic capture. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Complete the Stripe flow.
- Check Stripe Dashboard for the successful PaymentIntent.
- Verify no separate manual-capture step is expected in this module.
Fields and options
capture_methodautomatic
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
- Understand automatic payment capture 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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