Transaction History
Transaction History
Section titled “Transaction History”Transaction history in IZI is accessible in two places: the club-level Transactions section (all transactions across all clients) and the client card → Transactions tab (one client’s history).
Why this matters
Section titled “Why this matters”Every top-up, refund, and manual correction leaves a record the moment it happens — nobody has to remember to log it. That matters most at month-end, when accounting needs a full picture of money in and out, and during a dispute with a client, when you need to show exactly when and how their balance changed. Without a searchable history, both turn into guesswork based on memory.
Club-level history
Section titled “Club-level history”Transactions in the sidebar shows every financial event for the club, newest first.
Key columns:
- Date and time
- Transaction type (session payment, top-up, refund, correction, bonus)
- Client (if identified)
- Amount
- Subject and tags
- Top-up method
- Cashbox
Filtering: narrow the list by transaction type, top-up method, cashbox, tags, client, or amount range.
Exporting: the export button pulls the full filtered set — not just the page currently on screen. Useful for a monthly accounting handoff without re-filtering row by row.
Per-client history
Section titled “Per-client history”Open any client card → Transactions tab. Same columns and filters, scoped to that client only — the fastest way to check what happened with one player’s balance without digging through the club-wide list.
Reading the history
Section titled “Reading the history”- Positive amounts = money in (top-up, bonus accrual)
- Negative amounts = money out (session payment, refund issued, balance correction deduction)
- Refunds show as a separate entry linked to the original transaction
Frequently asked questions
Section titled “Frequently asked questions”Does the export include only what’s on the current page?
Section titled “Does the export include only what’s on the current page?”No. Export pulls the full filtered set, not just the rows currently visible on screen.
Can I filter by cashbox, not just payment method?
Section titled “Can I filter by cashbox, not just payment method?”Yes. The filter panel includes a dedicated cashbox filter alongside type, top-up method, client, tags, and amount range.
See also
Section titled “See also”Frequently asked questions
Does the export include only what's on the current page?
No. Export pulls the full filtered set, not just the rows currently visible on screen — so you can filter by month and export everything in one file without paging through results.
Can I filter by cashbox, not just payment method?
Yes. The filter panel includes a dedicated cashbox filter alongside type, top-up method, client, tags, and amount range — useful when a club runs more than one cash register.
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