BillingOne User Guide
Welcome to BillingOne — the billing and finance companion to PanelOne. BillingOne gives your finance team a focused view of subscriptions, invoices, reconciliation, and revenue analytics for your MSP.
What Can You Do Here?
| Feature | What It Does |
|---|---|
| Dashboard | See key financial metrics at a glance — MRR, subscriptions, invoices |
| Subscriptions | View and manage Pax8 subscriptions across all clients |
| Invoices | Track invoices from Xero and SuperOps |
| Reconciliation | Compare device counts to license counts to find billing gaps |
| Reports | View MRR trends, revenue by client, and financial analytics |
| Clients | See billing data for every client — MRR, subscriptions, devices |
| Domains & Hosting | Domains, hosting, and SSL from Synergy Wholesale |
| Settings | Configure billing integrations (Pax8, Xero) and manage your account |
Getting Started
- Log in to BillingOne
- Connect your billing integrations — Set up Pax8, Xero, and/or Synergy Wholesale
- Sync subscriptions — Pull data from Pax8; Domains & Hosting — sync Synergy
- Check the Dashboard — See your financial overview
Table of Contents
| # | Guide | Description |
|---|---|---|
| 01 | Getting Started | Accessing BillingOne, signing in |
| 02 | Dashboard | Financial overview and key metrics |
| 03 | Subscriptions | Managing Pax8 subscriptions |
| 04 | Invoices | Tracking Xero and SuperOps invoices |
| 05 | Reconciliation | Device vs. license comparison |
| 06 | Reports | Revenue analytics and trends |
| 07 | Clients | Per-client billing information |
| 08 | Settings | Billing integrations and account settings |
| 09 | Domains & Hosting | Synergy Wholesale: domains, hosting, SSL |