Managing Client Balance

Managing Client Balance

Topping up balance

The most common operation — a client gives cash or pays by card before or during their visit.

1. In Clients, search for the client by phone.
2. Open their card.
3. Click Top up balance.
4. Enter the amount.
5. Select payment method: Cash or Card.
6. Confirm.

The balance updates immediately. The transaction appears in the client’s Transactions tab with timestamp, amount, and payment method.

Viewing current balance

The client card overview shows:

• Balance — IZI credit in their account (real money)
• Bonus balance — bonus credit earned through loyalty program

Both display at the top of the card.

Adjusting balance (correction)

If a balance error occurred (duplicate top-up, incorrect amount):

1. Go to Transactions in the CRM sidebar.
2. Find the incorrect transaction.
3. Use Balance correction — enter the adjustment amount (positive or negative) and a reason.

Or from the client card: Transactions tab → Balance correction.

Corrections require the Administrator role or a custom role with balance correction permissions, and are permanently logged with the staff member’s name.

Transferring balance

If a client’s balance needs to move to another account — contact IZI support. Balance transfers between accounts are not available in the standard CRM interface.

See also

• Clients overview
• Balance correction
• Transactions overview