2.8 Balance operations

Purpose of the article

To show how an administrator can manage a client’s accounts: top up the balance to pay for game time or products, credit bonus points under promotions, and correctly deduct funds.

Who this article is for

• Club administrators
• Managers with access to the CRM

What you will learn

• How to find a client and check their current balance
• How to correctly top up the account with cash or card
• Why bonuses are credited and why it is important to specify a reason
• When and how to deduct funds while maintaining proper financial discipline

Prerequisites

• You have administrator rights
• The shift is open
• The client is registered in the system

Step-by-step guide

Step 1. Find the client

Before performing any operation, you need to find the client in the system.

1. Log in to IZI CRM.
2. Go to the “Balance operations” section.
3. Click “Top up account”.
4. Use the phone number search by entering the last 4–6 digits of the client’s phone number.
5. In the results list, find the required client and open their card by clicking the name.

Step 2. Top up the game account

1. In the client card, find the “Top-up amount” field.
2. Enter the amount.
3. Select the payment method: “Cash” or “Card”.
4. Confirm the operation by clicking “Top up”.

Step 3. Credit bonus points, if needed

Bonuses are credited for participation in promotions, loyalty, or as a gift.

1. Go to the “Balance operations” section.
2. Click “Credit bonuses”.
3. In the “User” field, enter the last 4–6 digits of the client’s phone number and select them.
4. Enter the number of points.
5. Be sure to specify the reason (for example, “Bring a Friend promo”).
6. Confirm the operation by clicking “Credit”.

Step 4. Deducting balance

Deduction is used to correct errors, handle refunds, or write off expired bonus points.

1. At the top of the screen, click Balance operations / Deduct balance.
2. In the “User” field, enter the last 4–6 digits of the client’s phone number and select them.
3. In the “Deduction amount” field, specify the required amount.
4. Clearly specify the reason (for example, “Correction of cashier’s error”, “Product refund”).
5. Select the account type:
   • Game account (money funds)
   • Bonus account (bonus points)
6. Carefully check the entered data and confirm the operation.

Typical situations

Problem or question	What to do and why it is needed
The client wants to pay for the session by card.	Top up the balance, selecting “Card” as the payment method. This ensures correct accounting of non-cash revenue in reports.
The client is entitled to bonuses under a promotion.	Credit bonuses, specifying the promotion name in the reason. This helps control targeted spending of the bonus fund.
You made a mistake when topping up (entered a higher amount).	Use “Deduction” with the reason “Correction of erroneous top-up”. This returns the balance to the correct value and records the reason for the change.
You need to write off expired bonuses.	In the deduction operation, select “Bonus account” and specify the reason “Write-off of expired bonuses”. This keeps the bonus system up to date.
The system asks for “Account type” during deduction.	- Game account — the client’s real money. - Bonus account — promotional bonus points. Why this matters: choosing correctly prevents accidental deduction of real money instead of bonuses.