Find a checkout, review, editing the purchaser or ticket holder information, resend email, process and refund and download attachments.
Steps to Access Checkout Information
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Log in to your Trellis account.
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From your dashboard, go to Results > All Transactions.
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Ensure the correct fundraiser is selected in the top-right dropdown menu.
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Locate the transaction you’d like to view or edit.
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Click the icon at the far right of the row (you may need to scroll horizontally).
From here, you can:
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Re-send the checkout email
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Create a refund
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Edit the purchaser's information
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Download checkout attachments
Important Notes
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You should only edit checkout details if the purchaser’s information is incorrect or incomplete.
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Do not use this section to edit ticket holder info or reassign tickets. Instead, use the Check-In Tool in the Event and Sales Manager (ESM) to make ticket changes.
Need Help?
If you have questions or need assistance, reach out to our Product Engagement Team via the blue chat icon or email support@trellis.org.