Welcome to Truss! Follow along in our Onboarding Guide to get started. Reach out to us with the chat, or email us at [email protected] if you ever have any questions.
Click the links highlighted and underlined in blue for in detail, step-by-step articles.
Guide Length ~ (25 minutes)
Dashboard Setup
Watch the video below to start the dashboard setup process.
Adding your Business Logo
Adding your Team
Adding Funds & Your Truss Account
Add funds to your Truss account to instantly start making your fee-free bill payments, or use your Truss card! It's simple and secure to link your online banking to start transferring funds.
Your Payment Portal
Your payment portal is the one-stop-shop for your customers to pay! It's custom branded with your logo, and customers can log in without needing a Truss account and pay
Quickbooks Setup
A great way to use Truss is through our Quickbooks Integration! When you use QBO, you can continue creating your invoices and bills there, but receive payments through Truss so you don't have to pay Quickbooks' processing fees!
If you don't use QBO, skip to the next section where we will walk through Invoices.
Invoices Walkthrough
Truss Invoices are free to send out and fee-free for you to receive your funds! You can instantly use invoice payments on Truss bill payments and your Truss card for buying materials ASAP.
Bills Walkthrough
Send bill payments for free and let your vendor choose how they want to accept your payment!
Cards & Truss Rewards
Truss cards are a great way to take advantage of your instantly available funds from Invoice payments!
Earn rewards on all your Truss card purchases and redeem them for things like hotel stays, flights, gift cards, and more!
Need further assistance?
Email us at: [email protected]
Call us at: +1 415-385-0022
