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).
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
- Payment method
- Admin who processed it
Filtering: use the filter panel to narrow by date range, type, payment method, client, or staff member.
Exporting: click Export CSV to download the filtered set. Useful for monthly accounting handoff.
Per-client history
Section titled “Per-client history”Open any client card → Transactions tab. Same columns and filters, scoped to that client only.
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