Old System Feature

New System Equivalent

Status

Notes / Differences

Profile

Administrators

Administrators

⚠️ Modified

Currently there is one level of an admin, which is a general admin. Read more here.

Receipts Emailed

-

❌ Not Available

• Send copy of email

✅ Migrated

Read more here.

Billing Card Payments

Billing

✅ Migrated

View your pricing plan by clicking on your name on the main dashboard and navigating to Billing, then click on the hyperlink under Transaction Charges.

Billing SMS Messages

Billing

✅ Migrated

View your pricing plan by clicking on your name on the main dashboard and navigating to Billing, then click on the hyperlink under Communication Charges.

Fees

Products

Define New Fees

Create -> General Product

✅ Migrated

• Enable Recurring/Deposit

Recurring

✅ Migrated

Do this from the ‘recurring’ tab when creating a product. Read more here.

• Fee Type

Category

✅ Migrated

This is now called ‘Category’, you can set a category on the Description tab of a product when creating it.

• Voucher Code

-

❌ Not Available

• Administration Fee

Admin Charges

⚠️ Modified

Once an administration charge is configured within the system, it is applied to all products. The option to assign the charge to individual products is no longer available. Read more on admin charges here.

• Vat Rate

-

❌ Not Available

• Limited

Limit Total

✅ Migrated

Set Limit Total to Yes on the General tab while creating a General Product. Read more here.

• Max no.

Total

✅ Migrated

Set Limit Total to Yes on the General tab while creating a General Product. Read more here.

• Hours

-

❌ Not Available

• Attendee Name

Beneficiary

✅ Migrated

• Public

Publish

✅ Migrated

When you are finished creating a product you will be asked if you want to publish it at the end.

• Discount

You will now create discounts and add them to products from the Manage → Discounts screen.

✅ Migrated

Read more about discounts here.

• Add attachment to go with receipt

-

❌ Not Available

• Questions

Questions

⚠️ Modified

Currently you can add questions from the Questions tab when creating a product. You can create a new question or add a recently created question. Read more here. Enhancements to this feature are planned for planned for future release (Q4 2025).

Edit/Delete/copy Fees

Manage → Products

✅ Migrated

Click the 3 dots beside the product to edit, archive or copy any product.

Restore Archived Fees

Manage → Products

✅ Migrated

Use the ‘Show Archived’ toggle and switch it to YES, then click the 3 dots beside the product you want to restore and click Restore.

Paid/Reserved Fees

Manage → Products

⚠️ Modified

Hover over the amount of products remaining, this will be to the left of the product cost, you will see the limit, purchased and remaining. To edit the limit, click on the 3 dots of the product and increase or decrease the ‘Total’ field and click save. Read more here.

Unpaid Fees

-

❌ Not Available

Maintain Discount Lists

Manage → Discounts

✅ Migrated

Maintain Selection Lists

-

❌ Not Available

Planned for future release (Q4 2025).

Maintain Fee Types

-

❌ Not Available

Fee Access

-

❌ Not Available

Release date TBC

Reports

All Payments

Payments List Report

✅ Migrated

Read more here.

By Feename

Summary Report by Product

✅ Migrated

Read more here.

By Feetype

Summary Report by Product

❌ Not Available

Planned for future release (Q4 2025).

Recurring

Recurring Payments

✅ Migrated

Read more here.

Failed/Deleted

-

❌ Not Available

Failed Instalments

Show Failed toggle on Recurring Report

Currently you can only view failed recurring payments. Read more here.

By Payment Type

Card Lodgements

Bank Reconciliation

✅ Migrated

Read more here.

Cash/Cheque Lodgements

-

❌ Not Available

Planned for future release (Q4 2025).

All Cash/Cheque

-

❌ Not Available

Reminders

Communications

Email

Email

✅ Migrated

Read more here.

Text

SMS

✅ Migrated

Read more here.

Email/Text Groups

History

Communications Report

✅ Migrated

Read more here.

Clients

Registered Accounts

Client Details

Registered Accounts Report

✅ Migrated

Read more here.

Clients Owing Money

-

❌ Not Available

Clients Due Refunds

-

❌ Not Available

Credit Notes

-

❌ Not Available

Clients Total Paid

-

❌ Not Available

Add New Name

Add Main Account

✅ Migrated

Read more here.

Pre-loaded names

-

❌ Not Available

Classes/Groups

Purchased Report

Class/Group List

✅ Migrated

Navigate to Manage → Products and click on the class you want to view and click on the 3 dots, then click Purchased. Read more here.

• Transfer from class

✅ Migrated

From the Purchased report you can transfer students to another class. Read more here.

• Change name of student in class

✅ Migrated

To change the name of a student within a class, you will need to click on the reference number of the original payment and click on the pencil symbol. From there you can edit the name or create a new subaccount.

Attendance List

✅ Migrated

Currently you can export an attendance sheet, read more here. A PDF version will be available soon.

Class/Group List (with mobile no.)

✅ Migrated

Navigate to Manage → Products and click on the class you want to view and click on the 3 dots, then click Purchased. Read more here.

Class/Group Details

✅ Migrated

Navigate to Manage → Products and click on the class you want to view and click on the 3 dots, then click Purchased. Read more here.

Class/Group Address Details

✅ Migrated

To obtain address details you will need to navigate to the Detail Report. Read more here.

All Details

✅ Migrated

To obtain all details you will need to navigate to the Detail Report. Read more here.

Stats Feename

❌ Not Available

Stats Feetype

❌ Not Available

Accept Payment

Individual

⚠️ Modified

You can accept a payment from a customer as normal once you are set up to do so. You can no longer accept payments for a recurring plan and you will be prompted that the full amount needs to be paid. This is for 3d secure purposes. Read more here.

Group

-

❌ Not Available

Request Payment

Individual 

✅ Migrated

Currently you can only send a payment request for one item at a time. This will change in the future. To send a payment request you can follow these steps.

Group

✅ Migrated

Payment Request List

Payment Requests

✅ Migrated

Navigate to Reports and select Payment Requests. Read more here.

Payment Requests Sent

Communications

✅ Migrated

Navigate to Reports and select Communications, select the date range and the comms format and click apply.

Contact Details

Contact Details

Organisation Details

✅ Migrated

From the main dashboard, click on your name over on the right and then click on Organisation Details.

Configuration

Term Start Date

Set default start date

✅ Migrated

Read more here.

Message to appear on main screen

Home Information

✅ Migrated

Find this in Manage → Homepage → General Settings. Read more here.

Display information on charges to users

⚠️ Modified

The admin charges will no longer be displayed on the home screen but they will be shown to the customer when they have selected and added a product to their cart.

Terms and Conditions 

Organisation Terms & Conditions

✅ Migrated

From the main dashboard, click on your name over on the right and then click on Organisation Details, you can then navigate to the Organisation Terms & Conditions section and upload your file.

Logo

Logo

✅ Migrated

From the main dashboard, click on your name over on the right and then click on Organisation Details, you can then navigate to the Logo section and upload your file.

Banner

-

❌ Not Available

Brand Colour

Branding Colour

✅ Migrated

From the main dashboard, click on your name over on the right and then click on Organisation Details, you can then navigate to the branding colour section. Read more here.

Use codes in fee definition

-

❌ Not Available

You can use GL Codes for internal use, these will not be displayed to the customer. Read more here.

Display list of fees by default

-

❌ Not Available

Short Name to append to SMS

-

❌ Not Available

Your organisation name will automatically show up on SMS messages

Sender ID to use when sending Text

✅ Migrated

We need to configure this at our end, if you already have one in place and were migrated to the new platform, this will work as usual. If you want to set one up please contact us at support@payzone.ie

Message to appear at top of receipts

⚠️ Modified

Receipt messages can be added to each individual product. The will display at the end of the receipt before the email signature.

Attachment to send with receipt

-

❌ Not Available

Send receipt via text for mobile payments

-

❌ Not Available

Send Payment Request via Text

-

❌ Not Available

Send Payment Request via Email

✅ Migrated

Message to appear at top of Payment Request

⚠️ Modified

You can send a Note when sending a payment request, these are configured individually on each payment request.

Attachment to send with Payment Request

-

❌ Not Available

Registration details on emailed receipts

⚠️ Modified

Name and Address will be on receipts where the address is available.

Message to include on registration email

❌ Not Available

Message to appear with SMS and email approval check boxes

❌ Not Available

Standard message will be shown - ‘Do you wish to receive email notifications from Organisation Name.’

Approve Registration

❌ Not Available

Make Active If Paid

❌ Not Available

Display On Organisation Name List

❌ Not Available

For administrator payment always request the attendee

✅ Migrated

Where applicable, admins will need to select the beneficiary when accepting a payment.

For Payment Request always ask the fee questions on request setup

✅ Migrated

Where applicable, customers will be prompted with relevant questions when making a payment request.

Do you want to to log the injury incidents?

❌ Not Available

Hide search and fee dropdown list

❌ Not Available

Account Retention (Years)

⚠️ Modified

This is no longer customizable. Accounts will be maintained for 2 years after their last transaction. Then to comply with GDPR all personal information will be deleted.

Transaction Retention (Years)

⚠️ Modified

This is no longer customizable. Transactions will be held for reporting for the Revenue mandated period of 6 years. Then they will be deleted.

Email Setup

-

❌ Not Available

Registration

M/F

-

❌ Not Available

Home Phone

-

❌ Not Available

Nationality

-

❌ Not Available

Type

-

❌ Not Available

Date of Birth

-

❌ Not Available

Planned for future release (Q4 2025).

Add Additional Names

⚠️ Modified

The customer will be given the option to add additional names when making a payment.

International

✅ Migrated

Customers automatically select any country of residency.

Registration questions

❌ Not Available

Registration Selection Lists

❌ Not Available

Type Specific Registration

❌ Not Available

Payment Options

If you wish to accept and record a payment by Cash, Cheque or EFT. We need to switch on these settings for you if they are not already switched on. Please email us at support@payzone.ie if you these enabled.

Cash

Cash

✅ Migrated

Read more here.

Cheque

Cheque

✅ Migrated

Read more here.

Debit Cards

-

❌ Not Available

Credit Cards

-

❌ Not Available

Voucher/Credit Note

-

❌ Not Available

Direct Debit

-

❌ Not Available

Funds Transfer

EFT

✅ Migrated

Read more here.

Grant Payment

-

❌ Not Available

Retail Payments

-

❌ Not Available

Admin Fee Charges

Admin Charges

⚠️ Modified

Once an administration charge is configured within the system, it is applied to all products. The option to assign the charge to individual products is no longer available. Read more on admin charges here.

Contract Details

Pricing Plan

✅ Migrated

View your pricing plan by clicking on your name on the main dashboard and navigating to Billing, then click on Pricing Plan.