Subscription Payments & Invoices — IZI

Subscription Payments & Invoices in IZI

The Payments section in IZI CRM gives you full control over your organization’s subscription billing. You can view every invoice ever issued, manage saved payment cards, monitor the organization balance, and pay an invoice manually when needed. IZI operates on a postpay model: at the end of each billing period the system totals actual usage — clubs and devices active per day — and generates an invoice document. That invoice amount is locked at issuance and never changes, even if prices are updated afterwards.

To keep your subscription renewing without interruption, either maintain a sufficient organization balance or keep a valid card saved. On billing day IZI draws from the balance first, then charges the card for the remainder. If neither source covers the full amount, the invoice goes Overdue and CRM access may be restricted.

---

How Billing Works

IZI charges based on actual consumption. The billing engine counts how many clubs and devices were connected to each module on each calendar day of the period.

Billing Period and Billing Day

The billing period is typically a calendar month. On billing day, the system:

1. Calculates the total amount accrued over the period.
2. Applies any organization-level and club-level discounts locked at issuance time.
3. Generates the invoice — an immutable document stored permanently in your history.
4. Attempts to collect: first from the organization balance, then from the primary card.

Pro-Rata Adjustment for Mid-Period Changes

If you connect a new service or change your club setup on any day other than the first day of the period, IZI calculates the cost for the remaining days and issues a separate adjustment invoice. In the invoice table this document is marked with a Adjustment badge — this is expected behavior, not an error.

---

Invoice Statuses

Every invoice in the table carries one of the following statuses:

Status	Meaning
Draft	Invoice is still being generated, not yet issued
Due	Issued, due date has not passed, awaiting collection
Charging…	Automatic charge is in progress right now
Paid	Successfully collected
Overdue	Billing day passed, automatic charge did not succeed
Refunding…	Refund has been initiated
Refunded	Funds have been returned
Canceled	Invoice has been voided

Overdue is computed dynamically on top of the base Due status: the invoice technically remains DUE in storage, but IZI derives the overdue flag from the current date and the retry schedule.

---

Payment Methods

Organization Balance

The organization balance holds prepaid funds stored against your organization account in IZI. On billing day the system draws from the balance first. Topping up in advance is useful when you want to:

• Ensure automatic renewal without relying on a card charge going through.
• Split a large monthly payment into several top-ups throughout the month.

Top up via the Top Up button in the subscription overview block. Funds are charged from your saved card and credited to the balance immediately. If the provider requires 3DS authentication, a redirect page will open.

Saved Cards

A card is used in two scenarios:

1. Automatic charge — on billing day, after the balance is exhausted.
2. Manual payment — via the Pay button in the invoice table at any time.

One card is marked as Primary and participates in automatic charges. You can save multiple cards; any of them can be used for manual payment.

---

Managing Cards

The Cards for subscription payment section opens via the Change button in the subscription overview block.

Adding a New Card

1. Click Add card.
2. A dialog appears: “Card details are entered on the payment provider’s secure page.”
3. Click Open payment form — the provider page opens in a new window.
4. Enter your card details on the provider’s page.
5. After successful linking, the window closes automatically and the card appears in the list.

The specific payment provider is determined by your organization’s region and is configured by the IZI team. For more on regional providers, see Payment Providers.

Card Actions

The menu next to each saved card offers two operations:

• Set as primary — makes this card the default for automatic charges.
• Remove — unlinks the card from your organization.

Auto-Charge Toggle

Each card has an independent auto-charge switch (autoChargeEnabled). By default, auto-charge is enabled for the primary card.

---

Invoice Table

The All Invoices section shows the complete invoice history for your organization, newest first. Table columns:

• Date — issuance date or due date for the invoice.
• Period — the billing period the invoice covers.
• Amount — total due in your subscription currency.
• Status — current invoice state.
• Actions — Pay button for unpaid invoices, Receipt link for paid ones.

Invoice Detail View

Clicking a row opens a dialog with full breakdown:

• Period and current status.
• Line items — each service, number of days, amount, and discount applied.
• Total amount.
• Date and time of payment or refund.
• Charge attempt history — chronological log of each attempt with result (Success / Failed / 3DS Required), amount, provider, and last 4 digits of the card. Charges drawn from the balance appear as “From balance.”
• Open fiscal receipt link — if the provider generated a fiscal document.

---

How to Pay an Overdue Invoice Manually

If automatic charge failed and the invoice shows Overdue (red badge in the table), follow these steps:

1. Open the IZI Subscription section — the unpaid invoice appears at the top of the overview card with a red Pay button.
2. Alternatively, open the full invoice table and click Pay next to the overdue invoice.
3. The charge runs against the primary card (or the balance if funds are available there).
4. If the provider requires 3DS authentication, you receive a redirect link to confirm.
5. After a successful payment, the invoice status changes to Paid and the organization returns to active status.

The Pay button turns red when an invoice is overdue — a visual priority signal.

---

Upcoming Invoice Preview

The subscription overview shows a breakdown of the next invoice before billing day arrives. This preview displays:

• Which services will be included.
• How many days are in the period, split between trial and paid segments.
• The estimated total including applicable taxes.

The preview lets you anticipate the upcoming charge and top up the balance ahead of time if needed. Via the Pay now button you can convert the preview into a real invoice and pay it early — before the billing day. For more on how plan pricing feeds into invoices, see Subscription Plans.

---

Notifications and Warnings

IZI displays CRM warnings when your subscription needs attention. For information on configuring payment status notifications, see Billing Notifications.

---

Frequently Asked Questions

Can the amount on a paid invoice change retroactively? No. An invoice is an immutable document: the amount, line items, and applied discounts are all locked at issuance. Subsequent price changes or discount updates only affect the next invoice.

What happens if I do not pay on time? IZI automatically retries the charge on a schedule. If all retry attempts fail, the subscription moves to an unpaid state and a warning appears in the CRM. Extended non-payment can result in the organization being suspended.

The card shows an error during linking — what do I do? Refresh the page and try again. If the issue persists, contact support at support@izi.is. The card form runs on the payment provider’s side — IZI never receives raw card data.

How do I find out why an automatic charge failed? Open the invoice detail view — the Charge Attempts section shows the failure reason (insufficient_funds, card_declined, expired_card, and other provider-specific codes).

Does changing my subscription plan affect the current invoice? No. A current issued invoice remains unchanged. The plan change is reflected in the next period (or in a pro-rata adjustment invoice if the change happened mid-period).