Reporting and Finance
Invoices and Fees
Invoices allow you to collect payment from registrants or organizations outside of the real-time checkout flow — useful for corporate group bookings, purchase-order-based billing, or post-event reconciliation. Fees are line items added to tickets or invoices to cover processing costs, service charges, or taxes.
What is an Invoice?
An invoice in Forge is a bt_stripe__Sales_Document__c record in Salesforce with a payment method of Invoice rather than Card. The registrant or their organization receives an invoice document by email and pays via bank transfer, check, or a payment link — at a later date rather than at checkout.
Creating an Invoice
- Navigate to the event Finance tab and click Invoices.
- Click New Invoice.
- Select the attendee or organization to invoice. For group invoicing, select multiple attendees (e.g. all attendees from the same account/company).
- Verify the line items — tickets and products from those attendees' registrations are auto-populated.
- Add any manual line items if needed (e.g. a custom fee or a miscellaneous charge).
- Set the invoice due date.
- Click Send Invoice — this creates the Sales Document in Salesforce and emails the invoice PDF to the billing contact.
Invoice Statuses
| Status | Meaning | SF field value |
|---|---|---|
| Draft | Invoice created but not yet sent to the recipient | bt_stripe__Sales_Document__c — Draft |
| Sent | Invoice has been emailed to the recipient; payment is pending | Invoiced |
| Paid | Invoice has been marked as paid — either via the payment link or manually | Paid |
| Overdue | Invoice due date has passed without payment | Invoiced (Forge calculates overdue based on due date vs today) |
| Voided | Invoice has been cancelled; no payment will be collected | Voided |
| Partially Paid | A partial payment has been recorded against the invoice | Partially Paid |
Recording a Manual Payment
When payment arrives outside of Forge (e.g. bank wire, check), mark the invoice as paid manually:
- Open the invoice from the Finance > Invoices list.
- Click Record Payment.
- Enter the amount received, payment date, and payment reference (e.g. check number or wire reference).
- Click Save — the invoice status updates to Paid and a corresponding Transaction record is created in Salesforce.
Fees Reference
Fees are additional charges applied at checkout or on invoices. They are configured in Global Options > Fees and can be applied at the account level (all events), event level, or per ticket type.
| Fee type | How it is calculated | Example | SF field |
|---|---|---|---|
| Fixed Amount | A flat dollar amount added per ticket or order | $2.50 technology fee per ticket | bt_stripe__Fee__c.bt_stripe__Amount__c |
| Percentage | A percentage of the ticket price or order total | 3% credit card surcharge | bt_stripe__Fee__c.bt_stripe__Percentage__c |
| Absorbed | The fee is deducted from your revenue rather than added to the registrant's total | Absorb Stripe processing fee (registrant sees no fee) | bt_stripe__Fee__c — apply to account not registrant |
| Tax | A percentage-based tax line item (e.g. GST, VAT) | 10% GST on all items | bt_stripe__Fee__c — tax type |
Fee Assignment
| Level | Scope |
|---|---|
| Account level | Applies to all events and all tickets unless overridden |
| Event level | Overrides the account-level fee for a specific event |
| Ticket level | Applies only to a specific ticket type — useful for differential processing fees on donation vs admission tickets |
Fee display at checkout
By default, fees are shown as separate line items at checkout so registrants see what they are paying for. You can configure fees to be rolled into the ticket price (absorbed) if you prefer not to itemize them. Check with your accountant regarding local regulations on fee disclosure.
| Forge | SF Object | SF Field |
|---|---|---|
| Invoice / Order | bt_stripe__Sales_Document__c | Status, Total, Due Date, Gateway |
| Fee | bt_stripe__Fee__c | Type (Fixed/Percentage), Amount, linked to Event or Item |
| Payment transaction | bt_stripe__Transaction__c | Amount, Status, linked to Sales_Document__c |