Adjust Player Balance in IZI CRM
Adjust Player Balance Without Payment
Section titled “Adjust Player Balance Without Payment”Balance adjustment adds or deducts funds from a player’s account without processing a payment. Use it for compensation, error correction, or technical reconciliation. Unlike a regular top-up, no cash or card transaction is recorded — only the balance change and your mandatory comment.
Step 1. Open Transactions
Section titled “Step 1. Open Transactions”Go to Transactions in the left navigation menu.
Step 2. Financial Operations → Adjust Balance
Section titled “Step 2. Financial Operations → Adjust Balance”Click Financial Operations and select Adjust Balance.
Step 3. Select a Player
Section titled “Step 3. Select a Player”In the Player* field, search for and select the client.
Step 4. Choose the Operation
Section titled “Step 4. Choose the Operation”- Top Up — add funds
- Write Off — deduct funds
Step 5. Enter the Amount
Section titled “Step 5. Enter the Amount”Type the amount in the Top-up Amount* field.
Step 6. Fill in the Comment
Section titled “Step 6. Fill in the Comment”The Comment* field is mandatory. State the reason clearly (e.g., “Compensation for technical outage 2026-06-20”). Add Tags if your workflow uses them for reporting.
Step 7. Confirm
Section titled “Step 7. Confirm”Click Top Up or Write Off. The balance updates immediately and a transaction record is created.
Common Issues
Section titled “Common Issues”| Situation | Fix |
|---|---|
| Comment field empty | Fill in Comment* before confirming — the button stays inactive without it |
| Wrong account type | Select Gaming or Bonus before confirming; you cannot change it after |
| Write-off exceeds balance | Standard roles cannot push the balance below zero — check current balance first |
Player Ban (IZI Technical Support Only)
Section titled “Player Ban (IZI Technical Support Only)”Only the IZI Technical Support account can write off more than the player’s current balance.
Steps:
- Go to Financial Operations → Adjust Balance → Write Off
- Set amount to
current gaming balance + 1 000 000— pushes balance to−1 000 000 - If the player has a positive bonus balance, repeat for the Bonus account
- Fill in the Comment with the reason and authorization
Effect: all CHARGE operations (sessions, bar, tariffs) are blocked while the gaming balance is negative. Restoring a zero or positive balance lifts the restriction automatically — there is no separate unban action.
See Also
Section titled “See Also”Frequently asked questions
What is the difference between a top-up and a balance adjustment?
A top-up records a payment (cash, card, or POS). A balance adjustment is a no-payment administrative operation — it adds or deducts funds and logs a mandatory reason without touching the cash drawer.
Is a comment required when adjusting a balance?
Yes. The Comment field is mandatory. The system will not process the adjustment until you fill it in. Write the reason clearly — it becomes part of the permanent audit trail.
Can a regular admin role deduct more than the player's current balance?
No. Standard roles cannot push a gaming balance below zero. Only the IZI Technical Support account can go negative (used for the ban procedure described below).
Which account types can be adjusted — Gaming only, or Bonus too?
Both Gaming and Bonus balances can be adjusted through the same form. Select the correct account type before confirming.
Does a balance adjustment appear in transaction history?
Yes. Every adjustment creates a transaction record with timestamp, operator name, amount, account type, and the comment you entered.