How to Download the Merged SES Attachment PDF

Trellis offers a merged PDF export of all Sales Entry System (SES) checkout attachments. This makes it easier to review and organize your records.

What's Included in the Merged PDF?

  • All attachments from SES purchasers

  • Sorted alphabetically by last name

  • Includes:

    • Checkout receipts

    • Tax receipts (if applicable)

    • Raffle tickets (if applicable)

How to Export the Merged PDF

  • From your Dashboard, go to Results -> Exports

  • Select the fundraiser you want to export data from

  • Under Sales Entry System Exports, find Checkout Attachments PDF

  • Click Export

  • Choose your export destination and click Confirm

What Happens Next?

You’ll receive an email from Trellis with a download link for the merged PDF file. This file will contain all SES-related attachments in one place, making it easy to print or store as needed.

Need Help?

If you have questions or need assistance, reach out to the Product Engagement Team via the blue chat icon or email support@trellis.org.