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Recording payments and using Stripe

Record money received and check that it reduces the correct invoice balance.

Needs: Core / integration

Payment records show how an invoice was settled. You can record a receipt manually or use the Stripe checkout integration. In either case, check the invoice history afterward to confirm the amount, date and remaining balance.

Record a manual payment

Open the invoice and review the amount still due. Use its payment control to enter the amount actually received, payment date, method and reference. Save and check the remaining balance. A deposit or partial payment should leave the rest of the invoice outstanding.

When Accounting is enabled, payment methods can be mapped to different deposit accounts. Check that mapping before relying on the bank totals. The payment date may also explain why a collections report differs from a report based on invoice dates.

Set up Stripe checkout

Configure Stripe through the billing or payment settings. Use the correct mode for the environment and test the checkout and webhook setup before collecting live payments. Keep secret keys in the integration settings.

The checkout-session endpoint checks permissions, and the webhook verifies Stripe's signature. After a test, confirm that the processor event reached CRM-NG and created the expected payment record. Reaching the checkout success page alone is not enough to confirm the invoice balance was updated.

Investigate a missing or duplicate payment

  1. Compare the invoice number, customer, amount and currency with the processor or bank record.
  2. Check the existing payment history before entering another receipt.
  3. Review the webhook configuration and any delivery errors.
  4. Allow for scheduled processing and refresh the invoice and Accounting view.
  5. Correct the specific missing or duplicate record through the supported controls, retaining a reference that explains the correction.

The reviewed staging environment blocks outbound payment effects. It cannot demonstrate that a live charge or webhook has succeeded.