BillingOne User Guide
Welcome to BillingOne — the billing and finance companion to PanelOne. PanelOne is the PSA and aggregation layer for your MSP stack; BillingOne turns that normalized operational data into contracts, quantities, invoices, reconciliation, and revenue analytics.
BillingOne is designed for a bring-your-own-stack MSP. Connect your RMM, cloud marketplaces, M365 tooling, domain providers, security tools, and accounting system in PanelOne, then use BillingOne to make the trusted source data billable.
Canonical deep dive: Cross-app sign-in, session handoff, MFA behavior, passkeys, and production vs localhost switching are documented in BillingOne (usage guide). This guide series focuses on day-to-day BillingOne tasks.
What Can You Do Here?
| Feature | What It Does |
|---|---|
| Dashboard | Subscription MRR, unified AR, missed-billing signals, setup / finance-close checklists |
| Subscriptions | Pax8 subscriptions synced into BillingOne (link into contracts / generate) |
| Contracts & quotes | Service contracts, templates, renewals, quotes → draft contracts |
| Generated invoices | Native BillingOne invoices: preview, generate, email, push to Xero/QBO |
| Accounting invoices | Read-only ledger/PSA invoice snapshots (Xero, QuickBooks, SuperOps, …) |
| Reconciliation | Device vs license variance; amend contracts from gaps |
| Missed billing | Opportunity queue (unbilled Pax8/devices/time, qty drift, Synergy, …) |
| Reports & AR | Subscription/Contract MRR, revenue by client, accounting invoice aging, unified AR / statements |
| Clients | Billing 360 + client mapping workbench |
| Catalog & pricing | Catalog, CoA, bundles, labour rates, entity counters, dynamic qty, Pax8 catalog mappings |
| Domains & Hosting | Synergy Wholesale: domains, hosting, SSL (meter via entity counters) |
| Settings | Integrations, source trust, invoice generation, primary accounting provider, Stripe |
| Xero Setup | Connect Xero (or QBO), catalog, first invoice push |
| CSV Imports | Catalog and Gorelo contract CSV formats |
Short guides below cover day-to-day surfaces. For the full contract→cash and ops narrative, use BillingOne usage guide.
Getting Started
- Log in to BillingOne
- Connect your billing integrations — Pax8, Xero and/or QuickBooks, Synergy as needed; see Xero Setup for the accounting runbook
- Map clients, import catalog/CoA, publish contracts (see usage guide)
- Check the Dashboard — then generate invoices and work missed-billing / reconciliation queues
Table of Contents
| # | Guide | Description |
|---|---|---|
| 01 | Getting Started | Accessing BillingOne, handoff, MFA, passkeys |
| 02 | Dashboard | Subscription MRR, AR, ops signals |
| 03 | Subscriptions | Pax8 subscriptions |
| 04 | Accounting invoices | Ledger/PSA invoice snapshots |
| 05 | Reconciliation | Device vs. license comparison |
| 06 | Reports | Subscription/Contract MRR, aging, CSV export |
| 07 | Clients | Per-client billing + mappings |
| 08 | Settings | Integrations, invoice settings, primary provider |
| 09 | Domains & Hosting | Synergy Wholesale |
| 10 | Xero Setup | Accounting onboarding |
| 11 | CSV Imports | Catalog and Gorelo CSV |
| 12 | Ops verification | Smoke / handoff checklist (see panelone 12-billing-ops-verification.md) |
| — | BillingOne usage guide | Canonical contracts → cash + ops |