Catalog & Procurement
Navigation: More → Catalog & pricing · Finance · Procurement
Web vs mobile: Mobile supports browse, light edit, and triage across catalog and procurement modules. Meters, dynamic qty rules, labour rates, entity profiles, COA, and bundle authoring are lighter on mobile — use Open in web for bulk catalog imports and complex pricing rules on BillingOne web.
Secondary billing modules live under More, grouped by function. These share list + detail patterns with search, filters, and CSV export where applicable.
Catalog & Pricing
More → Catalog & pricing
| Module | Mobile capability |
|---|---|
| Meters | List, detail, usage meter definitions |
| Dynamic qty rules | List, detail, rule conditions |
| Labour rates | List, detail, rate cards |
| Entity profiles | List, create, detail — billing entity config |
| Catalog | Product/SKU list and detail |
| Chart of accounts | COA mapping browse |
| Product bundles | List, create, detail |
Use these when validating a product on a contract line or answering a pricing question in the field. Bulk CSV catalog import stays on web.
Finance
More → Finance
Credit notes
- List credit notes with status (draft, posted)
- Create, edit, and push to Xero/QBO
- Reconcile against accounting from detail
- Deep link:
billingone://credit-notes
Credit note push requires connected accounting — status in Settings → Integrations.
Procurement
More → Procurement
| Module | Mobile capability |
|---|---|
| Quotes | List, detail, status triage |
| Purchase orders | List, detail, line review |
| Suppliers | Supplier directory and detail |
| Domains & hosting | Synergy Wholesale sync view — domains, hosting, SSL tabs |
Domains & hosting mirrors BillingOne web Domains & Hosting with Sync All and per-tab lists. Primary Synergy connect flow is on web via PanelOne integrations.
Revenue Admin
More → Revenue
| Module | Mobile capability |
|---|---|
| Contract templates | List, create, detail — see Contracts |
| Marketplace | Browse marketplace apps; install opens Safari to web checkout |
Marketplace install always routes to web — mobile does not run OAuth install flows.
Client Mappings
More → Operations → Client mappings
Workbench for Pax8/Xero client ↔ PanelOne client mapping:
- Suggested mappings with confidence
- Apply or reject per row
- Open in web for bulk suggest/apply
Common Patterns
Across catalog and procurement screens:
- Search —
.searchablelist headers - Filter chips — Status, client scope
- Pull to refresh
- CSV export on supported lists
- Open in web on detail for full editor
Tips
- Use mobile to answer "what SKU is this?" in client meetings
- Credit notes on site — Issue adjustments while discussing an invoice dispute
- Domains tab — Quick check on renewal dates before a call
- Do not install marketplace apps on mobile — Use web install, then browse status on mobile