Transactions in IZI: Club Financial Operations

Transactions in IZI

The Transactions section is the complete financial journal of your club. Every movement of money and bonuses is recorded: cash and card top-ups, session and purchase write-offs, refunds, and manual corrections. An administrator opens this section to reconcile the register, find a specific operation, or resolve a disputed client situation.

Transactions fall into types: top-ups (cash, card, app), write-offs (tariff, product), refunds (partial or full), bonus operations (accrual and redemption of bonus balance), and corrections (manual balance adjustments by an administrator). Each record contains a timestamp, cashier, client, and amount.

Financial reconciliation is built on exporting transactions for a shift or period: IZI data is matched against actual register cash and acquiring data.

What’s in this section

• Transactions Overview — operation types, how to read the journal, logic of records
• Top-Up with Cash — how to process a cash balance top-up
• Top-Up by Card — payment via terminal, transaction statuses
• Top-Up via App — client self-service top-up through the mobile app
• Transaction History — filters, search, data export
• Refund Payment — how to process a client refund
• Edit Balance Manually — when and how to apply a manual balance correction
• Balance Correction — types of corrections and their effect on reporting
• Financial Reconciliation — algorithm for reconciling the register with IZI data

See also

• Analytics
• Troubleshooting: Shift Won’t Close
• Transactions in CRM