How to Set Up Payments and Payouts

This article walks you through how to set up Payments and Payouts on Trellis, so you can collect payment and receive funds.

In order for your donors to make purchases with their credit cards, you will need to set up Payments. Trellis uses Stripe Connect for a faster, smoother, and more secure way to process and receive funds directly into your organization’s bank account. 

For more information about our payout schedule, click here.

1. Go to Payments from the Dashboard

• Log in to your Trellis account
• From the Main Dashboard, navigate to Payments

2. Set up your Stripe Connect account

• Click on the Set up Stripe Connect button
• You'll be redirected to Stripe. Follow the instructions to enter all information for your organization.
• After completing the setup on Stripe, you'll be redirected back to Trellis. 

3. Connect Your Bank Account

• Once Stripe is connected, click the Add Account button under the Bank Accounts section.
• Add your bank information to ensure funds are properly directed to your account.
• If you are running a raffle (Canadian organizations only) and are required to have a separate bank account for raffle funds, please also add that bank account here and check "Use this account for raffles".

4. Confirm Payments and Payouts are enabled

• If Stripe is correctly set up and your information has been verified, the Payments label will say Enabled. 
• If you have at least one bank account added, the Payouts label will say Enabled.

• If you see a red banner above the Stripe Connect box, click Update to finish adding your details

Once your bank details are set up in the Payments section, you’ll be ready to launch your fundraiser on Trellis!