Layer Systems

Why to use the ZOEY integration, how it works, and every step to set it up: connector, install, billing platform, product codes, roles and a first release

ZOEY - Setting up the ZOEY integration

Why customers and sites are synced, how they become ZOEY accounts and cost centres, the checks before anything is sent, and keeping ZOEY in line with The Layer

ZOEY - Customer and Site sync

Why lines are released from the Billing Exports app, what is checked first, what ZOEY bills for each price, and how to fix a line that fails

ZOEY - Releasing services and charges

Why ceases must be disconnected in ZOEY, a routine that keeps them in step, and how to disconnect services with the Change Queue, the file or the button

ZOEY - Ceases and the Change Queue

Why and how to see ZOEY invoices on the customer, send billing contacts to ZOEY, and check that The Layer and ZOEY agree

ZOEY - Billing tab, contacts and reconciliation

Information on how new products and services are synced, and linked to Billing IDs

Abillity - Billing ID and Service Charge sync

Information on which customer and site details are synced, and when this happens

Abillity - Customer and Site sync

The Billing Exports tool lets you sync products and services to Abillity

Abillity - Exporting to Abillity

Chris Smith

Nick Kewney

Articles related to the Abillity integration

Abillity

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