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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​

Connect your Xero account to sync invoices:

  1. Click Configure next to Xero
  2. Complete the OAuth authorization flow (you'll be redirected to Xero to grant access)
  3. Once authorized, invoices sync automatically

Once connected:

  • Invoices appear on the Invoices page
  • The Dashboard shows recent invoice activity

Notifications​

Configure what notifications you receive:

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

Audit Logs​

View a log of all actions taken in BillingOne:

  • Who made changes and when
  • Configuration updates
  • Sync history

Tips​

  • Connect Pax8 first — It powers the Subscriptions, Reconciliation, and Dashboard pages
  • Connect Xero second — It feeds the Invoices page and dashboard invoice section
  • Test connections after configuring — Catch credential issues before they cause problems
  • Use the Finance role — Give billing team members access to BillingOne without exposing the full PanelOne operational dashboard
  • Review audit logs — Track who made billing changes and when