Event Tour

Finance

The Finance tab is the event's financial control center. It shows all payment activity — orders, transactions, refunds, and discount codes — and gives you tools to issue refunds, apply credits, and manage event-level pricing settings.

The Finance tab showing a list of orders with payment status, amounts, and action menus for refund and receipt resend.
The Finance tab showing a list of orders with payment status, amounts, and action menus for refund and receipt resend.

Orders and Transactions

Each registration that includes a paid item generates an Order (bt_stripe__Sales_Document__c) and one or more Transactions (bt_stripe__Transaction__c). An order can contain multiple line items if a registrant purchased a ticket plus add-ons.

A transaction's processing state and its payment state are tracked as two separate fields in Salesforce.

Transaction StatusMeaning
CompletedThe transaction finished processing successfully.
PendingThe transaction is being processed (e.g., ACH/bank transfer in progress).
On HoldThe transaction is held, pending manual review or action.
Needs ReviewThe transaction requires manual review before it can proceed.
FailedThe transaction attempt was rejected by the gateway.
CanceledThe transaction was canceled before completion.
Payment StatusMeaning
CapturedFunds were successfully captured from the payment method.
RefundedFull refund was issued.
Partially RefundedPartial refund was issued.
DisputedThe cardholder has disputed the charge.

Issuing a Refund

  1. Find the order in the Finance tab — search by attendee name, email, or order number.
  2. Click the order to open the detail view.
  3. Click 'Refund' and select Full Refund or enter a partial amount.
  4. Add an internal reason note (for the audit trail).
  5. Confirm. Forge sends the refund to the payment gateway. The Transaction record is updated to 'Refunded' in Salesforce.
  6. The attendee receives a refund confirmation email automatically.

Refund processing time

Refunds are submitted to the payment gateway immediately, but the return of funds to the cardholder's account depends on the bank — typically 5–10 business days for card refunds. ACH refunds may take longer.

Discount Codes

Discount codes let you offer reduced pricing to specific attendees. Create event-specific codes in the Finance tab, or apply global codes (created in Global Options).

  • Code name — the string registrants enter at checkout (e.g., EARLYBIRD25).
  • Discount amount — a fixed amount off (e.g., $25 off) or a percentage off (e.g., 20% off).
  • Quantity available — leave blank for unlimited uses.
  • Eligible tickets — restrict the code to specific ticket types.
  • Valid from / through — the date window during which the code works.
Salesforce Field Mapping
ForgeSF ObjectSF Field
Discount codebt_stripe__Code__cName
Discount amount (flat)bt_stripe__Code__cbt_stripe__Discount_Amount__c
Discount amount (percentage)bt_stripe__Code__cbt_stripe__Discount_Percentage__c
Quantity availablebt_stripe__Code__cbt_stripe__Quantity_Available__c

Fees

The Finance tab shows the fees applied to each transaction — processing fees configured in Global Options, or event-specific fee overrides. You can view whether fees were absorbed by the organizer or passed to the registrant.

Revenue Summary

At the top of the Finance tab, a summary card shows: total gross revenue, total refunds, net revenue, and number of transactions. This is a live view — it updates as payments and refunds are processed.

Salesforce mapping

Every order is a bt_stripe__Sales_Document__c record in Salesforce. Every payment or refund is a bt_stripe__Transaction__c. Gateway credentials are stored in bt_stripe__Payment_Gateway__c. Card data is never stored — Forge and Salesforce store only tokenized references.