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.

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.

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.

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 type — fixed amount (e.g., $25 off) or percentage (e.g., 20% off).
• Maximum uses — leave blank for unlimited.
• Eligible tickets — restrict the code to specific ticket types.
• Expiry date — code stops working after this date.

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.