Help & Learning
Raise an urgent issue(out of office hours)
Reports, Account, and Payouts
New Features!
Checkout
Getting Started
Onboarding: Tour around Trellis
General
Using Different Fundraising Drivers
Event Tickets
Silent & Live Auctions
Raffles & 5050s
Donation Options
Items for Sale
Live Streaming
Check-in Tool
Customizing Fundraiser Settings & Design
Branding and Customization
Reports, Account, and Payouts
Exports
Raiser's Edge
Purchaser or Donor Support
Resources for a Successful Fundraiser
Troubleshooting
Platform Outages
FAQs
Internal Help Desk
Raffles
Raiser's Edge Integration
Integration Set Up
How the Integration Works
Back to home
Help & Learning
Reports, Account, and Payouts
New Features!
Checkout
Getting Started
Onboarding: Tour around Trellis
General
Using Different Fundraising Drivers
Event Tickets
Silent & Live Auctions
Raffles & 5050s
Donation Options
Items for Sale
Live Streaming
Check-in Tool
Customizing Fundraiser Settings & Design
Branding and Customization
Reports, Account, and Payouts
Exports
Raiser's Edge
Purchaser or Donor Support
Resources for a Successful Fundraiser
Troubleshooting
Platform Outages
FAQs
Internal Help Desk
Raffles
Raiser's Edge Integration
Integration Set Up
How the Integration Works
Reports, Account, and Payouts
How to reconcile your payouts with your checkout report
Understanding your Checkout Report
How to Export the Checkout Report
How to View and Edit a Checkout.
How do I know financial transactions will be secure on trellis?
How do I know our donor data will be secure on Trellis?
Telling Donors about Fees
How Trellis Pricing Works
How to login, signup, and reset password
How to reset your password
How to Manage and Edit Your Bank Details in Payments
How email addresses are used in Trellis
How to edit your organization info and account profile
How to Add a Lottery and Default Bank Account for Other Purchases
How do I pass fees on to attendees/purchasers?*
Why are my Payments Disabled?
Learning About the Different Fees
How to Use the Sales Entry System(SES)
How to issue a full or partial refund
How to get a merged PDF of all Sales Entry System attachments
How to Connect your Raiser’s Edge and Trellis accounts
How to View and Manage Donor Information and Transactions
How to Change the Default Bank Account Connected
Exports
How Payouts Work on Trellis
How to Update and Regenerate Tax Receipts
Raiser's Edge
Understand the Raiser's Edge Integration Process