1
Open the billing area
Start from the customer, invoice, checkout, or payment section connected to the transaction.
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Feature guide
Use Stripe Ideal V2 with confidence
Stripe Ideal Payment module
How to use Stripe Ideal V2
Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.
2
Confirm the billing details
Review customer information, amounts, taxes, payment method, and any notes before sending or charging.
3
Complete the payment workflow
Collect payment, record the result, or start a refund when the situation calls for it.
4
Review the record
Use the saved transaction history to answer customer questions and keep finance work organized.
Where it helps
Stripe Ideal V2 helps users keep daily CRM work in one reliable place, with fewer handoffs and less duplicate entry.
Best next step
Open the related record, update the details, and use the saved activity to guide the next message, task, booking, report, or payment action.
Ready to use Stripe Ideal V2?
Sign in and continue from the customer, lead, task, report, or billing area connected to your work.
