Sometimes you receive notices about refunds from an Integration source, such as ActBlue or another donation system. In order to add them to ISP for not only accurate reporting but also for financial accuracy, the steps to take are very easy and similar to adding a refund to any deposit.
First, if you haven’t already, create the refund for the transaction(s) in question. If you need help creating a refund, click here.
Once you have created the refunds or if they are already in the system, navigate to the deposit in question. This can be found in your Register. Click to access and view the deposit details, then locate the Add Deducted Fees button at the bottom of the screen.
In the Add Deducted Fees menu, you’ll see several options. To add the refund to the deposit, click Existing Refund, then locate and click the refund you’ve created.
Once back on the main deposit details screen, click the Update Deposit button.