CRM Transactions: Club Financial Journal

CRM: Transactions

The Transactions section of IZI CRM is the complete financial journal of the club. Every movement of money and bonuses is recorded: top-ups, tariff and product write-offs, refunds, manual balance and bonus account corrections.

An administrator opens the section to find a specific operation, process a refund, or reconcile shift finances. Filters allow selecting operations by type, client, period, or cashier.

What’s in this section

• Transactions Overview — journal structure, operation types, filters
• Top-Up Balance — how to top up a client’s money balance
• Top-Up Bonus Balance — manually accruing bonuses to a client
• Refunds — processing full or partial refunds
• Edit Write-Off Balance — correcting an erroneous write-off

See also

• Transactions: Full Reference
• Interface Patterns: Filters