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This guide is for MSP staff. The Pax8 tab on Invoices splits each Pax8 partner invoice into one row per mapped company, so you can see who is charged for what.

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Before you start

  • Pax8 must be connected, and its companies mapped to MSPortal companies. See Pax8 setup and company mapping.
  • Pax8 invoice sync must be turned on in the Pax8 integration settings. It is off by default and runs daily.
  • You need invoice-read access. Company users do not see this tab. They use the PSA invoice list.

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Open the Pax8 tab

1

Click Invoices in the sidebar

A PSA Invoices tab and a Pax8 tab appear when Pax8 is connected.
2

Click the Pax8 tab

The page is titled Pax8 Invoices. If it says No Pax8 invoices yet, turn on invoice sync in the Pax8 settings. The Open Pax8 settings button takes you there.
3

Set the company selector

The list follows your company selection.

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Read the rows

Each row is one company’s share of a Pax8 partner invoice, based on that company’s mapped invoice items. The same partner invoice can show on several rows, one for each company. A company with no mapped items can show an empty list even when others are charged on the same partner invoice.

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Find and inspect charges

1

Filter the list

Use the Invoice Date, Company, and Status filters. The default order is invoice date, newest first.
2

Open the line items

Click the invoice date or the Items count. The Invoice line items dialog opens for that row’s company only.
3

Read the items

Review Product, Vendor, Type, Period, Qty, Price, Subtotal, Sales Tax, and Total. Term and Sales Tax may be hidden at first. Use the column toggle to show them. Filters and pages work inside the dialog.
4

Close the dialog

Close it when you are done.

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Review draft charges

When draft items exist, an Upcoming draft charges card appears above the list. It is a mid-month snapshot of charges that are not final yet. It shows subtotals by currency and the item count.
1

Click View draft items

The Draft charges panel opens with the current draft items.
2

Compare with care

The card follows your company selection only. It ignores the table’s Invoice Date, Status, and Company filters. Check your selection before comparing it with the filtered rows.
Draft charges are not invoices and can change before final billing. If View draft items opens nothing, tell your administrator. That is not the same as having no draft items.

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What this tab does not do

It is a read-only view. It has no invoice editing, charge approval, payment, PDF download, or CSV export. Use Pax8 for those.

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Troubleshooting

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Frequently asked questions

No. It is for MSP staff only.
Each row is one company’s share of it.
Total is the row company’s charges. Invoice Total is the whole partner invoice.
No. They are a separate snapshot and may change.