OAuth2 Connection with Pax8

These two screens are not used directly from the menu: they appear automatically when BillingBot needs you to authorize (or re-authorize) the connection with Pax8 using the secure OAuth2 method. They don't require you to enter any data, only that you confirm the authorization from your Pax8 account.

When to use this screen

• Initial authorization: when you enable or configure the Pax8 integration using OAuth2 on the Integration Settings screen, BillingBot opens a new tab that takes you to this screen and immediately redirects you to Pax8 so you can authorize access.
• Connection renewal: if the authorization with Pax8 expires or is no longer valid, when you try to generate invoices from Ready to Invoice the system shows you the update screen with the message "Action Required - Pax8 Authentication Update", asking you to repeat the authorization so you can keep syncing data from Pax8.

What it shows

Initial authorization screen (opens in a new tab): a brief message, "Redirecting to Pax8 to authorize the integration...", while BillingBot automatically sends you to the Pax8 login site.

Renewal screen: a centered panel with the BillingBot logo, a warning icon (a red "stop" hand), the title "Action Required - Pax8 Authentication Update", and text explaining that you need to migrate/renew the connection with Pax8 via OAuth2. Below it there's a button to start the process.

Available actions

• "Complete OAUTH2 Migration" (only on the renewal screen): starts the authorization process with Pax8. It redirects you to the Pax8 site so you can confirm access and, once completed, BillingBot updates the connection and automatically takes you to the Ready to Invoice screen. This isn't a destructive action, but until you complete it you won't be able to keep generating invoices based on Pax8 data.

Step-by-step flow

Initial authorization (the first time you enable OAuth2 with Pax8):

1. From Integration Settings, you save or enable the Pax8 integration with OAuth2 enabled.
2. BillingBot opens a new tab that briefly shows "Redirecting to Pax8 to authorize the integration..." and sends you to the Pax8 login site.
3. You log in to Pax8 (if you haven't already) and confirm that you authorize BillingBot's access to your data.
4. Pax8 redirects you back to BillingBot, where the integration is now connected and ready to use.

Connection renewal (when the authorization expires):

1. When you try to generate invoices in Ready to Invoice, if the connection with Pax8 is no longer valid, BillingBot takes you to the "Action Required" screen.
2. You click the "Complete OAUTH2 Migration" button.
3. BillingBot validates your current credentials with Pax8 and obtains new access.
4. If everything goes well, the integration updates automatically and redirects you to Ready to Invoice so you can continue with invoicing.

Common errors and how to resolve them

• "!Error. Invalid Data": Pax8 didn't return a valid access when trying to renew the connection. Try the process again by clicking "Complete OAUTH2 Migration" once more; if it persists, check that your Pax8 account has the correct permissions or contact support.
• Error message when loading the integration: if BillingBot can't find or read your Pax8 integration configuration, an error message is shown indicating the reason. Check in Integration Settings that the Pax8 integration is correctly configured.
• Generic error message referencing an error log: if an unexpected problem occurs during the update, BillingBot saves the details internally and shows you a notice indicating that an error occurred. If the problem keeps happening, report it to support mentioning that it occurred on the Pax8 OAuth2 update screen.

Related screens

• Integration Settings
• Integrations
• Ready to Invoice