Stripe Ideal V2 — Overview & module guide

Module: Stripe Ideal V2 v1.0.0

Stripe Ideal Payment module

How to use in BIXCRM (daily operations)

1. Sign in to the admin area with a role that includes Stripe Ideal V2 permissions.
2. Open Ideal (sidebar) or search for Stripe Ideal V2 in the admin menu.
3. Start on the Dashboard (if available) to see open tasks, pending approvals, and KPIs.
4. Review Settings after upgrades — new options may need defaults for your company.
5. Create or import master data first; most modules block transactions until masters exist.
6. Run the main business flow (create → submit → approve → post/complete) using the screens listed in Admin menu below.
7. Use Reports / Analytics screens to reconcile stock, finance, compliance, or SLA metrics.
8. For integrations (API, EDI, gateways, tax), confirm credentials in Settings and monitor logs or webhook delivery screens.
9. Train staff with role-based access — give approvers approve permissions only, operators create/edit on their area.
10. If something fails overnight, check BIXCRM cron ran and open the module log / failed queue screen if present.

Detailed guide — features, workflows, API & FAQ

Core functions

Use the Stripe Ideal V2 menu in the admin sidebar for dashboards, lists, transactions, and settings.

Recommended workflow

1. Open module Settings and set company defaults, prefixes, and integrations.
2. Create master records (templates, categories, accounts, routes, warehouses, etc.).
3. Create a draft transaction, attach lines/items, and save.
4. Submit for approval if the module uses workflows; approvers open the same record and approve/post.
5. Verify stock, GL, or compliance impact using module Reports or linked core screens (invoices, items).
6. Schedule or run exports/API sync if the module supports external systems.

Permissions

Assign view / create / edit / delete and module-specific actions (approve, export, settings) under Setup → Staff → Roles. Separate roles for operators vs approvers vs read-only reporting.

Client portal

If available, enable portal options in module settings, link customer contacts, and test with a portal login.

Cron & background jobs

Enable BIXCRM cron for retries, alerts, sync, and scheduled reports. Many modules expose a log or queue screen for failed jobs.

One-time setup (first time only)

1. Setup → Modules → activate Stripe Ideal V2.
2. Setup → Staff → Roles → assign Stripe Ideal V2 permissions (view, create, edit, delete, approve, export, settings as needed).
3. Open Stripe Ideal V2 → Settings and complete company defaults, prefixes, integrations, and notification options.
4. Create master data (warehouses, products, templates, accounts, routes, etc.) before processing live transactions.
5. Enable BIXCRM cron (php /path/to/bixcrm/index.php cron/index) for sync, retries, alerts, and scheduled jobs.
6. Optionally enable REST API / webhooks in module settings if you integrate external systems.

BIXCRM Knowledge Base — usage guide generated from module README and documentation.