Reports, Account, and Payouts

• Understanding your fundraiser results report
• How to reconcile your payouts with your fundraising report
• Export Fundraising 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
• Trellis' Pricing Plans & Calculator
• How to login, signup, and reset password
• How to reset your password
• How email addresses are used in Trellis
• How to edit your organization info and account profile
• How do I change my default bank account?
• How do I pass fees on to attendees/purchasers?*
• Understanding how payouts work
• 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