Balance Correction
A balance correction directly adjusts a client’s balance in IZI without moving money through the cash register. It is the right tool for fixing errors and handling non-standard situations — a double charge, a compensation for equipment failure, or a top-up entered with the wrong amount. From a business standpoint it keeps the client’s balance accurate without creating a spurious refund entry in the till; from the admin side it leaves a permanent, auditable record with your name and reason attached.
When to use a correction
Section titled “When to use a correction”- A top-up was entered for the wrong amount and the client has already left (fix the difference, not a refund)
- A session was charged twice due to a technical fault
- Compensation for a client who lost time because of broken equipment
- Removing an expired balance remainder
- Correcting an error from a previous shift after the register was already closed
What you need
Section titled “What you need”- An open shift.
- An account with balance correction rights. IZI has one built-in staff role — Administrator — whose permission set does not include balance corrections by default. The Owner grants correction rights per-staff member in Settings → Staff → [staff name] → Permissions, or creates a custom role (for example, “Manager”) with that permission included.
1. Open the client card
Section titled “1. Open the client card”Find the client by name, phone number, or QR code. Open their card.
2. Find the correction section
Section titled “2. Find the correction section”In the client card, go to the operations section or the extra actions menu. Select Balance correction.
3. Choose direction and balance type
Section titled “3. Choose direction and balance type”- Add (positive) — to put money onto the balance
- Deduct (negative) — to reduce the balance
Make sure you select the correct balance type: monetary or bonus. These are separate operations with different effects.
4. Enter the amount
Section titled “4. Enter the amount”Enter the adjustment amount — the difference, not the target total.
Example: current balance is 500 and the correct balance should be 300 → enter 200 as a deduction, not 300.
5. Write a comment
Section titled “5. Write a comment”A comment is required. Describe the reason so that any staff member understands the context a month from now:
Good: Compensation for frozen PC #7, 45 min, shift 2026-05-30
Bad: error
6. Confirm
Section titled “6. Confirm”Click Apply. The balance updates instantly. The correction is recorded in the client’s transaction history with your name, timestamp, and comment.
Correction vs Refund
Section titled “Correction vs Refund”| Situation | What to do |
|---|---|
| Client wants cash back | Payment refund — money is paid out from the till |
| Fix an error without handing out cash | Balance correction — no money moves |
| Compensate a client for an inconvenience | Upward correction — add the amount to the balance |
What gets logged
Section titled “What gets logged”Every correction permanently records:
- Client account
- Amount and direction (add / deduct)
- Balance type (monetary / bonus)
- Comment
- Staff member who created it
- Timestamp
All corrections are visible to any staff member with access to the client’s transaction history. They cannot be hidden or deleted.
See also
Section titled “See also”- Transaction history — confirm the correction is visible
- Payment refund — when the client needs cash back
- Financial reconciliation — how corrections are accounted for in shift reports
Frequently asked questions
Who can create balance corrections?
The Owner always has access. The built-in Administrator role does not include balance correction rights by default — the Owner must grant them explicitly in Settings → Staff → [staff name] → Permissions. Staff on custom roles (for example, a role named 'Manager' you created yourself) can perform corrections only if the balance correction permission was included when the role was set up.
Does a balance correction appear in the shift cash register?
No. A downward correction is not a cash refund — it does not reduce the physical till. An upward correction is not a top-up — it does not increase the till. No real money moves. This distinction matters for financial reconciliation.
Who can see manual corrections?
All corrections are visible in the client's transaction history, marked with the type 'Correction' and the name of the staff member who applied it. They cannot be hidden or deleted.
Can a bonus balance be corrected?
Yes. IZI supports corrections for both monetary balance and bonus balance. They are separate operations — choose the correct balance type when creating the correction.
Can a balance correction be reversed?
There is no automatic reversal. Create a second correction with the opposite amount to undo it.
What comment should I leave?
The comment should allow any staff member to understand the reason a month later. Good example: 'Accidental top-up 2026-05-30, double charge for session'. Bad example: 'error'.