--- title: How to Set Up Payments and Payouts description: Enable payments and payouts on Trellis via Stripe Connect. --- [Skip to content](https://help.trellis.org/banking#main-content) English Show submenu for translations ![Trellis-MainLogo-AllWhite-01.png\]](https://help.trellis.org/hs-fs/hubfs/Trellis-MainLogo-AllWhite-01.png?height=40&name=Trellis-MainLogo-AllWhite-01.png) Open main navigation Close main navigation - English Show submenu for translations - [Raise an urgent issue (out of office hours)](https://formcrafts.com/a/urgentform) [Raise an urgent issue (out of office hours)](https://formcrafts.com/a/urgentform) Help & Learning - There are no suggestions because the search field is empty. 1. [Help & Learning](https://help.trellis.org/?hsLang=en) 2. [Set Up and Manage Your Banking](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en) 3. [Add Your Banking Details](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en#add-your-banking-details) # How to Set Up Payments and Payouts ## Learn how to set up Payments and Payouts on Trellis, so you can collect credit card payments from donors and receive funds directly to your bank account. Trellis uses Stripe Connect to process payments and send funds directly to your organization's bank account, giving you a faster, smoother, and more secure setup. For more on when you'll receive funds, see [How Payouts Work on Trellis](https://help.trellis.org/how-payouts-work-on-trellis?hsLang=en). ### **How to Set Up Payments and Payouts** #### **Access the Payments Section** 1. From the **Dashboard**, navigate to the **Payments** section on the left-hand side. ![Screenshot 2026-07-08 at 3.09.24 PM](https://help.trellis.org/hs-fs/hubfs/Screenshot%202026-07-08%20at%203.09.24%20PM.png?width=174&height=361&name=Screenshot%202026-07-08%20at%203.09.24%20PM.png) #### **Set Up Your Stripe Connect Account** 1. Click **Set up Stripe Connect**. 2. You'll be redirected to Stripe. Follow the instructions to enter all required information for your organization. For instructions on verifying your Stripe account, refer to [this article](https://help.trellis.org/how-to-set-up-and-verify-your-stripe-connect-account?hsLang=en). 3. After completing setup, you'll return to Trellis automatically. **![](https://help.trellis.org/hs-fs/hubfs/Screenshot%202024-10-24%20at%201-16-09%E2%80%AFPM-png.png?width=541&height=231&name=Screenshot%202024-10-24%20at%201-16-09%E2%80%AFPM-png.png)**   **Please Note:** Stripe Connect is a different service from a regular Stripe account that allows Trellis to manage your payments and payouts. Trellis cannot connect to a regular Stripe account. **Heads Up!** Due to global Know Your Customer (KYC) regulations, Stripe must verify your organization's information before enabling payments. Start this process as early as possible to avoid delays. If you need help verifying your information, see [this article](https://help.trellis.org/banking?hsLang=en) on Stripe setup and verification. ### **Connect Your Bank Account** 1. Once Stripe is connected, click **Add Account** in the **Bank Accounts** section. 2. Enter your bank account details to ensure funds are directed correctly. ![](https://help.trellis.org/hs-fs/hubfs/image-png-Jul-08-2026-10-15-33-1273-PM.png?width=670&height=67&name=image-png-Jul-08-2026-10-15-33-1273-PM.png) ![](https://help.trellis.org/hs-fs/hubfs/image-png-Jul-08-2026-10-15-54-0432-PM.png?width=417&height=352&name=image-png-Jul-08-2026-10-15-54-0432-PM.png) If you're running a raffle (Canadian organizations only) and are required to use a separate bank account, add the second account and check **Use this account for raffles**. Use the format `Transit Number–Institution Number` (e.g., `12345–123`). Double-check your account information, since you won't be able to view or edit it. If a correction is needed, you will need to add the bank account once again. ### **Confirm Payments and Payouts Are Enabled** 1. Once Stripe is set up and verified, the **Payments** status will show as **Enabled**. 2. If you've added at least one bank account, the **Payouts** status will also show as **Enabled**. ![](https://help.trellis.org/hs-fs/hubfs/image-png-Jul-08-2026-10-27-29-1871-PM.png?width=670&height=112&name=image-png-Jul-08-2026-10-27-29-1871-PM.png) **Please Note:** If you see a red banner above the Stripe Connect box, click **Update** to finish entering your details. Once your bank and Stripe details are confirmed, you're ready to start collecting donations and launching fundraisers on Trellis. To learn more, check out [How Payouts Work on Trellis](https://help.trellis.org/how-payouts-work-on-trellis?hsLang=en). --- ### **Frequently Asked Questions** #### **What is the difference between payments and payouts?** Payments refers to the ability to charge your donors for various fundraising drivers via credit cards. When those payments are processed, the funds get held in your Stripe Connect account (managed by Trellis). Payouts refers to the funds that are transferred from your Stripe Connect account to your connected bank. Payouts are managed by Trellis. [Learn more about payouts.](https://help.trellis.org/how-payouts-work-on-trellis?hsLang=en) #### **How can we connect to our regular Stripe account, instead of creating a new one?** Trellis uses Stripe Connect, which is a special Stripe service that allows us to manage your payments and payouts. We cannot connect to a regular account you have directly with Stripe.  #### **We've already set up Stripe on a different platform - can we use the same account?** No, this Stripe Connect account is created and managed by Trellis. We cannot connect to a different Stripe or Stripe Connect account. #### **Can we log into Stripe and see our Stripe Connect dashboard?** No, your Stripe Connect account is managed by Trellis. The Payments page in your Trellis dashboard shows the same information as Stripe Connect.  #### **We can't get past Stripe verification. Can you connect us to speak to someone at Stripe?** Please read [this article](https://help.trellis.org/how-to-set-up-and-verify-your-stripe-connect-account?hsLang=en) fully on how to complete Stripe verification. If you have followed all instructions carefully and completely, almost all organizations complete verification. If you meet all requirements and still cannot verify your account, we will reach out to Stripe support on your behalf. #### **We updated our bank account after a payout failed to our last one. Can we trigger the payout now?** The payout will automatically be triggered the following Monday business day, and will include funds from the failed payout as well as any newly cleared funds. #### **Can we use different bank accounts for different fundraisers?** Only organizations on our Enterprise plans can use different bank accounts for different fundraisers. #### **We have a negative balance on our account from some refunds we processed. Where will those funds come from?** At the time of payout, if you have refunded more money than you have processed for that time period, the refunds will automatically be deducted from your default bank account. #### **We're running a raffle in Canada and had raffle funds disbursed to our general bank account - why?** In the rare case that you have a negative balance on your Stripe account because you have refunded more general funds than you have processed in raffle funds, those funds must be combined and deducted from your default bank account. For example, if you sell $100 in raffle tickets but refund $200 in event tickets in the same week, your payout balance is -$100. Stripe cannot payout $100 to your raffle bank account and deduct $200 from your default account. It will instead deduct $100 from your default account. --- ### **Related Articles** - [How to Set Up and Verify Your Stripe Account](https://help.trellis.org/how-to-set-up-and-verify-your-stripe-connect-account?hsLang=en) - [How to Add or Update Your Default Bank Account](https://help.trellis.org/add-a-new-bank-account?hsLang=en) - [How Payouts Work on Trellis](https://help.trellis.org/how-payouts-work-on-trellis?hsLang=en) - [How to Reconcile Your Payouts](https://help.trellis.org/how-to-reconcile-your-payouts?hsLang=en) --- #### **Need Help?** *Did this answer your question? 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