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Getting Started with BillingOne Mobile

Web vs mobile: BillingOne Mobile is a finance triage companion for iPhone, iPad, and Android. Connect Pax8, Xero, and other integrations; run bulk imports; and complete first-time org setup on BillingOne web at app.billingone.dev.

BillingOne Mobile gives MSP finance teams a touch-first way to review subscriptions, invoices, missed billing, and generated drafts while away from the desk. It uses the same organization, data, and permissions as BillingOne web.

Who Is BillingOne Mobile For?​

BillingOne Mobile is designed for:

  • Finance Managers — Check MRR, AR aging, and overdue invoices on the go
  • Billing Administrators — Triage missed billing, review generated drafts, and check Pax8/Xero status
  • MSP Owners — Spot under-licensed clients and collections issues from the Home tab

Grant the Finance role in team settings so billing-only staff can sign in without PanelOne operational access. See Settings on web.

Getting the app​

The product name is BillingOne Mobile. On Android the home-screen label is BillingOne.

Public App Store and Google Play listings are not published yet. Use the install method your MSP admin gives you.

Requirements: iOS 17.0 or later (iPhone and iPad) and Android 8.0 or later.

iOS and Android differences​

There is an Android app. It is a read-only subset of BillingOne Mobile on iOS. Nothing is Android-only.

iOS-only on BillingOne Mobile:

  • Create, edit, or approve records
  • Credit notes, quotes, purchase orders, and suppliers
  • Settings
  • Push notifications
  • Offline use
  • Search

On Android, use the app to review billing data. Complete create/edit/approve work, settings, and anything in the list above on iOS or on BillingOne web.

Sign In​

BillingOne Mobile uses the same staff account as BillingOne web. Full walkthrough: Sign in and set up MFA.

  1. Open BillingOne Mobile.
  2. Tap Sign in with PartnerOne. On iPhone or iPad this opens an in-app browser; on Android it opens the device browser.
  3. Enter your email, then your password, or continue with Microsoft if your organisation has set up Entra SSO.

You must set up and use a second factor to use the app. Your organisation can't switch MFA off. A password sign-in can succeed and then send you to enrol or challenge you.

The first time you sign in, set up an authenticator app and save your recovery codes (they are always shown after enrolment). BillingOne Mobile requires an authenticator-app code — passkey-only staff are refused and told to enrol one. See Passkeys.

Your session uses the same organization and permissions as BillingOne web.

Shared Session with BillingOne Web​

BillingOne Mobile and app.billingone.dev share:

  • The same organization and role
  • The same staff account
  • The same billing data — subscriptions, invoices, contracts, and missed billing

Use Open in web links throughout the app when you need full accounting workflows, OAuth connect flows, or bulk operations that remain web-first.

First Launch​

After sign-in, BillingOne Mobile loads your billing dashboard. If your organization has not finished BillingOne onboarding, you may see setup guidance — complete integration connect and org configuration on BillingOne web.

On iOS, pull down on the Home tab to refresh data. Tap Sync All on the dashboard to trigger Pax8, Xero, and related syncs (see Dashboard).

On iOS, BillingOne Mobile supports the billingone:// URL scheme and universal links from app.billingone.dev. Push notifications can open missed billing, generated invoice drafts, and client, contract, or invoice detail.

Push notifications, deep links, and offline use are not available on Android.

Tips​

  • Use mobile for triage, web for configuration — OAuth connect, marketplace install, and bulk CSV import stay on web
  • Android is read-only — create, edit, approve, settings, search, offline, and push stay on iOS or web
  • Pull to refresh on iOS lists if data looks stale
  • Sign out from More → Sign out on shared devices (iOS)

Next Steps​