Help & Learning
Raise an urgent issue (out of office hours)
Reports, Account, and Payouts
New Features!
Getting Started
Onboarding: Tour around Trellis
General
Using Different Fundraising Drivers
Event Tickets
Silent & Live Auctions
Raffles & 5050s
Donation Options
Items for Sale
Live Event
Check-in Tool
Fund A Need
Customizing Fundraiser Settings & Design
Branding and Customization
Messaging
Reports, Account, and Payouts
Exports
Payments
Payouts
Fees
Checkouts
Purchaser or Donor Support
Resources for a Successful Fundraiser
Troubleshooting
Platform Outages
FAQs
Raiser's Edge Integration
Integration Set Up
How the Integration Works
Internal Knowledge Base
Administration Documentation
Back to home
Help & Learning
Reports, Account, and Payouts
New Features!
Getting Started
Onboarding: Tour around Trellis
General
Using Different Fundraising Drivers
Event Tickets
Silent & Live Auctions
Raffles & 5050s
Donation Options
Items for Sale
Live Event
Check-in Tool
Fund A Need
Customizing Fundraiser Settings & Design
Branding and Customization
Messaging
Reports, Account, and Payouts
Exports
Payments
Payouts
Fees
Checkouts
Purchaser or Donor Support
Resources for a Successful Fundraiser
Troubleshooting
Platform Outages
FAQs
Raiser's Edge Integration
Integration Set Up
How the Integration Works
Internal Knowledge Base
Administration Documentation
Reports, Account, and Payouts
FAQs for Financial Transactions Security on Trellis
Data Security on Trellis
How to Log In to Your Trellis Dashboard
How to reset your password
How to edit your organization info and account profile
Exports
How to Update and Regenerate Tax Receipts
Understanding your Checkout Report
How to Export the Checkout Report
Payments
How to Set Up and Verify Your Stripe Connect Account
How to Change the Default Bank Account Connected
Why are my Payments Disabled?
How to Add a Lottery and Default Bank Account for Other Purchases
How to Manage and Edit Your Bank Details in Payments
See more
Payouts
How Payouts Work on Trellis
How to Reconcile Your Payouts with Your Checkout Report
Fees
Telling Donors about Fees
How Trellis Pricing Works
How To Pass Fees to Your Donors
Checkouts
How to View and Edit a Checkout
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 View and Manage Donor Information and Transactions
How Trellis Receipt PDFs are Protected
See more
