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Getting Started with BillingOne Mobile

Web vs mobile: BillingOne Mobile is a finance triage companion for iPhone and iPad. 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, approve generated drafts, and sync Pax8/Xero
  • 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.

Install the App​

  1. Open the App Store on your iPhone or iPad
  2. Search for BillingOne Mobile
  3. Tap Get to install

The app requires iOS or iPadOS. There is no Android client.

Sign In​

BillingOne Mobile connects to the same backend as app.billingone.dev:

  1. Open BillingOne Mobile
  2. Enter your email address (same as BillingOne web)
  3. Enter your password, or use a passkey if you have one registered
  4. Complete MFA if your organization requires it

Your session is shared with BillingOne web — if you are already signed in on the web in Safari, passkey sign-in uses the same relying party (app.billingone.dev).

Passkeys​

If you use passkeys on BillingOne web, you can sign in passwordlessly on device:

  1. On the sign-in screen, choose Sign in with passkey
  2. Authenticate with Face ID, Touch ID, or your device passcode

Manage passkeys under More → Settings → Security. Full passkey registration is also available on BillingOne web.

Multi-Factor Authentication (MFA)​

When MFA is enabled for your account or organization, you will be prompted for a TOTP code after password or passkey verification. Recovery codes work the same as on web.

Shared Session with BillingOne Web​

BillingOne Mobile and app.billingone.dev share:

  • The same organization and role
  • The same Supabase auth session (sign out on one device ends access when sessions are revoked)
  • 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.

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

BillingOne Mobile supports the billingone:// URL scheme and universal links from app.billingone.dev. Push notifications can open:

  • Missed billing opportunities
  • Generated invoice drafts
  • Client, contract, or invoice detail screens

Your MSP admin configures push infrastructure on the backend; no extra setup is required in the app beyond allowing notifications when prompted.

Tips​

  • Use mobile for triage, web for configuration — OAuth connect, marketplace install, and bulk CSV import stay on web
  • Enable passkeys for faster sign-in without sacrificing security
  • Pull to refresh on any list if data looks stale
  • Sign out from More → Sign out on shared devices

Next Steps​