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BillingOne

URL: app.billingone.dev

BillingOne is PanelOne's dedicated billing and finance app. It provides a focused interface for managing subscriptions, invoices, reconciliation, and billing reports — designed for MSP finance teams and billing administrators.

Accessing BillingOne​

There are three ways to access BillingOne:

  1. Direct URL — Navigate to app.billingone.dev
  2. Cross-App Navigation — PartnerOne Admin has an app switcher; other products may add their own launcher. See App switcher
  3. URL Parameter — Add ?app=billingone to your PanelOne URL

PanelOne and BillingOne share the same organization and the same PartnerOne sign-in at login.partnerone.dev.

  • Open either app and, if you need to authenticate, complete PartnerOne sign-in (email, then password or Microsoft, then an authenticator-app code). See Sign in and set up MFA.
  • You must set up and use a second factor to access PartnerOne apps. PanelOne and BillingOne require an authenticator app. There is no separate password inside either app.
  • After sign-in you return to the app automatically. Suite apps do not show a consent screen.
  • If a launcher asks you to sign in again, use the same PartnerOne sign-in.

BillingOne Dashboard​

Navigation: BillingOne → Dashboard (landing page)

The billing dashboard provides key financial metrics:

Summary Cards​

MetricDescription
Subscription MRRMonthly recurring revenue from active subscriptions (same definition as Reports)
Outstanding ARUnified open AR (generated + accounting + PSA) — see Accounts receivable
Active SubscriptionsPax8 subscriptions currently active (when Pax8 is connected)
Pending InvoicesBilling invoices in draft or awaiting action
Under-Licensed ClientsClients using more resources than they're licensed for (reconciliation)

Sync Actions​

  • Sync All — Sync both Pax8 and Xero data simultaneously
  • Individual sync buttons for each billing integration

Subscriptions​

Navigation: BillingOne → Subscriptions

View and manage all Pax8 subscriptions:

  • Table view with columns: client, product, quantity, price, status, dates
  • Search by client name, product, or subscription ID
  • Sync from Pax8 to pull latest data
  • Status badges (active, cancelled, suspended, trial)

Subscription Details​

Each subscription shows:

  • Product/SKU name and vendor
  • Billing frequency (monthly/annual)
  • Quantity and unit price
  • Total price
  • Start and end dates
  • Pax8 subscription ID

Invoices​

Navigation: BillingOne → Invoices

Manage invoices from Xero and SuperOps:

Invoice List​

  • Search by invoice number, client, or amount
  • Status badges — Draft, Submitted, Paid, Overdue
  • Client mapping — Each invoice linked to a PanelOne client
  • External links — Open invoices directly in Xero

Invoice Details​

Each invoice shows:

  • Invoice number and reference
  • Client name
  • Amount due and currency
  • Due date
  • Line items breakdown
  • Payment status

Sync Options​

  • Sync from Xero — Pull latest invoices from your Xero account
  • Sync SuperOps Invoices — Pull invoices from SuperOps if connected

Reconciliation​

Navigation: BillingOne → Reconciliation

The reconciliation page compares actual device/user counts against licensed quantities to find billing discrepancies:

Device Count Snapshots​

PanelOne periodically takes snapshots of device counts per client and compares them to subscribed quantities.

Variance Analysis​

Each client row shows:

ColumnDescription
ClientClient name
Actual CountReal device/user count from RMM
Licensed CountSubscribed quantity from Pax8
VarianceDifference (positive = under-licensed)
StatusMatched, Under-licensed, or Over-licensed

Status Indicators​

  • ✅ Matched — Actual count matches licensed count
  • ⚠️ Under-licensed — Client is using more than they're paying for
  • ➖ Over-licensed — Client is paying for more than they're using

Taking a Snapshot​

Click Snapshot Now to capture current device counts for comparison.

Export​

Click Export CSV to download reconciliation data for further analysis.

Reports​

Navigation: BillingOne → Reports

Billing-specific reports:

  • Revenue reports by client
  • Subscription analytics
  • Payment tracking
  • Financial summaries for specified periods

Clients​

Navigation: BillingOne → Clients

View clients with a billing focus:

  • Subscription counts per client
  • Total spend per client
  • Billing contact information

Domains & Hosting​

Navigation: BillingOne → Domains & Hosting

After you connect Synergy Wholesale in PanelOne → Settings → Integrations, this view shows domains, hosting, and SSL certificates in separate tabs, with a Sync All action. See the dedicated Domains & Hosting guide in the BillingOne docs.

Settings​

Navigation: BillingOne → Settings

BillingOne settings include the same personal/org settings as PanelOne, plus:

Billing Integrations​

Configure billing-specific integrations:

  • Pax8 — Cloud marketplace for subscriptions
    • Client ID and Client Secret
    • Test connectivity
  • Xero — Cloud accounting
    • OAuth connection flow
    • Account mapping
  • Synergy Wholesale — Domains, hosting, and SSL (synced; primary UI in Domains & Hosting)

Other settings tabs (Profile, Security, Sessions, Organization, Branding, Team, Email notifications, In-app notifications, and more) match PanelOne. See Settings for the full list.

BillingOne Onboarding​

If you access BillingOne for the first time, the onboarding wizard is tailored:

  • Fewer steps (no security step)
  • Finance-focused integration selection (Pax8, Xero)
  • Billing-oriented messaging

Tips & Best Practices​

  • Run reconciliation monthly — Catch under-licensing before it becomes a billing issue
  • Sync Pax8 after making changes — Ensure PanelOne reflects latest subscription data
  • Monitor MRR trends — Track revenue changes over time
  • Use invoice sync to keep PanelOne in sync with your accounting system
  • Address under-licensed clients promptly — They represent lost revenue
  • Grant finance team access — Use the "Finance" role for team members who only need billing access