Banking and Tax Receipting

accepting payments and charitable tax receipting

9 articles in this collection
Written by Dennis Le, Rebecca Alfred, and Dillon Eichhorst

Setup

Banking on trellis

make sure you receive your funds by following these steps

Written by Dennis Le
Updated over a week ago

How to setup a tax receipt - HS

we're making fundraising simpler, starting with tax receipts

Written by Dennis Le
Updated over a week ago

FAQ

How to Calculate my Fees - HS

Curious how much you'll be paying in fees? We've got you covered.

Written by Rebecca Alfred
Updated over a week ago

How do I know financial transactions will be secure on trellis?

Stripe is the global leader in online payments for a reason: security.

Written by Dennis Le
Updated over a week ago

How do I add another individual on the account?

need another signer?

Written by Dennis Le
Updated over a week ago

How do I change my default bank account?

want funds to go somewhere else?

Written by Dennis Le
Updated over a week ago

How do payouts work? - HS

curious about our payouts? learn more about it here.

Written by Dennis Le
Updated over a week ago

What information is required to verify my account?

Written by Dennis Le
Updated over a week ago

Why are my payments disabled?

How to enable Donations and Ticket purchases on your fundraising page

Written by Dillon Eichhorst
Updated over a week ago