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Settings

Navigation: Sidebar → Settings

BillingOne Settings let you configure your billing integrations, manage your profile, and adjust organization settings. The settings sidebar includes all the options relevant to billing operations.

Settings Page

Settings Sections​

Profile​

Update your personal information:

  • Full Name — Your display name
  • Email — View your account email (cannot be changed here)
  • Profile Picture — Upload or change your avatar
  • Password — Click "Change Password" to update

Security​

Configure security for your account:

  • Multi-Factor Authentication (MFA) — Enable TOTP-based MFA
  • Passkeys — Register security keys for passwordless login
  • Recovery Codes — View or regenerate MFA recovery codes

Sessions​

View and manage active sessions:

  • See which devices are signed in
  • Terminate sessions you don't recognize

Organization​

Manage organization-level settings:

  • Organization name and URL slug
  • MFA requirements for the team

Branding​

Customize BillingOne's appearance:

  • Upload your MSP logo
  • Set custom colors

Team​

Manage team members:

  • Invite new members
  • Assign roles (Owner, Admin, Engineer, Viewer, Finance)
  • Remove team members

Tip: Use the Finance role for team members who only need BillingOne access.

Billing Integrations​

This is the most important settings section for BillingOne — it's where you connect your billing tools.

Pax8​

Connect your Pax8 account to sync subscriptions:

  1. Click Configure next to Pax8
  2. Enter your Client ID and Client Secret (from the Pax8 partner portal)
  3. Click Test Connection to verify
  4. Click Save

Once connected:

  • Subscriptions sync automatically
  • You can trigger manual syncs from the Subscriptions page
  • Client-to-company mapping becomes available

Xero / QuickBooks​

Connect your accounting ledger (Xero and/or QuickBooks):

  1. Open Settings → Integrations
  2. Configure Xero or QuickBooks (platform OAuth or BYO)
  3. Sync contacts/customers, then map clients
  4. Import catalog and chart of accounts

When both Xero and QuickBooks are connected, set Settings → Billing → Primary accounting provider so catalog tax/CoA/CSV use the ledger you intend. Auto-push toggles for each provider stay independent.

Synergy Wholesale​

Connect Synergy for Domains & Hosting visibility and entity-counter metering. Operational registrar actions remain in Synergy.

Billing (invoice generation)​

Under Settings → Billing: reporting currency, invoice generation period/auto-generate, Pax8 pricing mode, email-on-generate, late fees, statements, CFO digest, MSP Stripe / autopay, and primary accounting provider (when both ledgers connected).

Notifications​

Configure what notifications you receive:

  • Email notifications for billing events
  • In-app notification preferences

User activity​

View recent staff activity (formerly “audit logs” in older docs):

  • Who made changes and when
  • Configuration updates

Tips​

  • Connect billable sources first — Pax8 and/or accounting, plus RMM/M365 in PanelOne for quantities
  • Map clients before generate — Use Client mappings workbench
  • Set primary provider if both Xero and QBO are connected
  • Use the Finance role — BillingOne access without full PanelOne ops roles
  • Review source trust before month-end generate