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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

Staff passwords live on PartnerOne sign-in (login.partnerone.dev), not as a separate BillingOne password.

Security​

Staff sign-in security is managed through PartnerOne sign-in:

  • MFA — You must set up and use a second factor to access PartnerOne apps. Your organisation can't switch MFA off. See Sign in and set up MFA.
  • Passkeys — Register from PartnerOne Admin; a passkey works on Admin and the login site only. BillingOne still needs an authenticator app
  • Recovery codes — Always shown after enrolment; see Recover access with a recovery code

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

You must set up and use a second factor to access PartnerOne apps. Your organisation can't switch MFA off.

Branding​

Customize BillingOne's appearance:

  • Upload your MSP logo
  • Set custom colors

Team​

Manage team members:

  • Invite people from PartnerOne Admin Members
  • Assign PanelOne/BillingOne team roles (Owner, Admin, Engineer, Viewer, Finance) after the first sign-in — IdentityOne permission only controls whether they can open the app
  • Remove team members

Tip: Use the Finance role for team members who only need BillingOne access. Engineer and Finance are only set here, not in IdentityOne. See Invite people and set app permissions.

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