Balance Top-Up via the IZI Mobile App

Balance Top-Up via the IZI Mobile App

Online top-up is when a client tops up their balance from their smartphone without going to the register. Funds are credited automatically through the payment gateway: client pays → IZI receives provider notification → balance increases. No administrator involvement.

How It Works from the Client’s Side

1. Client opens the IZI mobile app.
2. Navigates to the “Balance” or “Top Up” section.
3. Enters the top-up amount.
4. Selects a payment method — card, Google Pay, Apple Pay, or other method enabled in the club.
5. Confirms payment.
6. App shows status: “Payment successful” — balance updated.

Everything happens within the app without redirecting to third-party sites. Payment goes through the provider’s gateway, IZI receives a webhook confirmation notification and credits the funds.

What Happens on the IZI Side

After payment confirmation:

• Client’s balance increases by the paid amount.
• Top-up bonus rules fire — if the amount falls into a ladder tier, bonuses are automatically credited to the bonus balance.
• Transaction is recorded in client history with “Online Payment” type and timestamp.
• The “App” counter on the current shift dashboard increases.

Client notification of successful top-up — in the app (push or confirmation screen).

How Online Top-Ups Appear in the Shift

The shift dashboard tracks three payment sources separately:

Source	Where Visible
Cash	”Cash” block on shift dashboard
Cards (POS)	“Cards” block
App	”App” block

Online top-ups go into the “App” block. They’re included in total shift revenue, but not in the cash register Z-report — the online payment gateway and cash register are different channels. When closing the shift, IZI shows the total for each source separately.

More on shift structure — in Cash Register and Shifts in IZI.

What to Do on Payment Error

Payment Declined by Provider

No funds were charged, balance unchanged. Client sees an error message in the app. The administrator can offer an alternative method — cash or card via terminal.

Funds Charged but Balance Not Updated

Rare situation during network failures. Algorithm:

1. Wait 2–3 minutes — webhook sometimes arrives with a slight delay.
2. Check the client’s transaction history in the CRM — the transaction may already be there but the screen hasn’t refreshed.
3. If no transaction after 5 minutes — ask the client for the payment reference number from the app or bank SMS.
4. Pass the reference to the payment provider’s support — they’ll check the transaction status on their side.
5. If confirmed that funds were charged — manually adjust the balance for the required amount. Details — in Manual Balance Adjustment.

Duplicate Payment

If the client sees a double charge — confirm there is only one transaction in IZI history and the duplicate is only on the bank side. In this case, the refund of the extra charge goes through the provider, not IZI.

For Administrators: Where to View Online Top-Ups

• Client card → Transaction History — filter by “Online” or “App” type
• Shift → dashboard — “App” block in real time
• Transactions (CRM section) — general list with payment method filter

Export transactions for a period — via the Transaction History section.

Configuring Online Payment

Online payment only works if a payment provider is connected in club settings. Configured once in Club Settings → Payment Methods.

More on connecting providers — in Payment Methods: Setup.

See Also

• Cash Top-Up — for register payments
• Card Top-Up via POS Terminal — offline acquiring
• Manual Balance Adjustment — if crediting needs to be corrected
• Top-Up Bonus Guide — how to configure the program