If you need to do a mass refund, potentially because you or your client decided not to run, you can use the Bulk Refunds Quick Import format to import refunds into ISP.
- Under the Reports menu, select Financial.
- In the Report drop-down menu, select the Transactions report.
- Put Monetary Contribution in the Transaction Type box.
- Add Columns for Transaction ID, Amount, and Date.
- Hit Generate at the bottom and export to Excel.
- Do the appropriate math to determine how much to refund each person.
- Install the Bulk Refunds format. On the Quick Imports page, underneath the Tools menu, click Add New Import Format in the bottom left. Locate the format titled Bulk Refunds and click on it.
- Using this format, import the Excel file you created. The only columns that matter here are Transaction ID, Amount, and Date. Any other columns will be ignored.
- After the refunds are imported, navigate to Print Checks under the Accounting menu and print your checks.