Invoices
Navigation: Invoices tab
Web vs mobile: Mobile shows accounting invoice snapshots synced from Xero for triage and AR review. Create invoices, edit line items in Xero, and manage OAuth on BillingOne web. Use Open in web on a detail row to jump to the full invoice in Xero.
The Invoices tab lists invoices pulled from your accounting system (primarily Xero, plus SuperOps when connected). Monitor payment status, amounts outstanding, and overdue items from your phone or iPad.
Summary Cards
At the top of the list, summary metrics mirror the web Invoices page:
| Card | Description |
|---|---|
| Paid This Month | Total received in the current calendar month |
| Outstanding | Total amount owed across open invoices |
| Draft | Invoices not yet sent to clients |
| Overdue | Count of invoices past due date |
Tap a card to apply the matching filter preset.
Invoice List
Each row shows:
| Field | Description |
|---|---|
| Invoice number | Reference from Xero or SuperOps |
| Client | Mapped PanelOne client |
| Amount | Invoice total in reporting currency |
| Status | Draft, Submitted, Paid, or Overdue |
| Due date | Expected payment date |
Tap a row for detail — line items, payment status, external reference, and an Open in Xero (or accounting) link.
Invoice Statuses
| Status | Meaning |
|---|---|
| Draft | Created but not sent |
| Submitted | Sent to client, awaiting payment |
| Paid | Payment received |
| Overdue | Past due without payment |
Syncing from Xero
Trigger a sync from the Invoices toolbar or from Settings → Integrations:
- Tap Sync from Xero
- Wait for completion (spinner on the button)
- The list refreshes with new and updated invoices
BillingOne Mobile supports delta sync (changes since last run) and full sync (complete refresh). Full sync is available from Integrations when data looks inconsistent.
Connect Xero OAuth on BillingOne web before your first sync.
Filters and Search
Use the search field to filter by invoice number, client name, or amount.
Open the filter sheet to narrow by:
- Status — Draft, submitted, paid, overdue
- Client scope — Limit to one client when scoped
Active filters appear as filter chips below the search bar. Tap a chip to clear it.
CSV Export
Export the current filtered list:
- Tap Export CSV in the toolbar
- Share via AirDrop, Mail, Files, or another app
The export includes invoice number, client, amount, status, due date, and currency — useful for collections follow-up outside the app.
Invoice Detail
The detail screen shows:
- Header — number, client, status badge, amount
- Line items — description, quantity, unit price, tax
- Payment info — amount due, amount paid, due date
- External link — Open in Xero for editing, sending, or recording payment
Mobile is read-only for accounting invoices — all writes happen in Xero or on web.
Tips
- Sync weekly at minimum to keep AR current
- Watch the Overdue card on Home and Invoices for collections priority
- Use CSV export for finance meetings when you need a spreadsheet
- Open in Xero for anything beyond status review
Related Guides
- BillingOne web Invoices
- Xero setup on web
- Accounts Receivable Reports
- Generated Invoices — BillingOne-created drafts, not Xero snapshots