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Payments

Collect planning fees and deposits directly through FORGE using Stripe.

Setting Up Payments

Before you can request payments, connect your Stripe account:
  1. Go to Settings > Payments
  2. Click Connect Stripe Account
  3. Follow the Stripe onboarding process
  4. Once connected, you’re ready to accept payments
Stripe handles all payment processing. FORGE never sees your clients’ card numbers.

Requesting a Payment

  1. Go to Payments section
  2. Click Request Payment
  3. Enter:
    • Client name
    • Client email (optional, for sending link)
    • Amount
    • Description (e.g., “Trip planning fee”)
  4. Click Create Payment Link
After creating a payment request:
  • Copy Link — Send manually via email or text
  • Email Link — Send directly from FORGE (requires client email)

Tracking Payments

The Payments section shows all your payment requests:
StatusMeaning
PendingLink sent, awaiting payment
PaidClient completed payment
RefundedPayment was refunded
Click any payment to view details or copy the link again.

Refunds

If you need to issue a refund:
  1. Click the paid payment
  2. Click Refund
  3. Confirm the refund
Refunds are processed through Stripe and may take 5-10 business days to appear on your client’s statement.

Fees

Stripe charges standard processing fees (typically 2.9% + $0.30 per transaction). FORGE does not charge additional fees on payments.