Navigation
Web vs mobile: BillingOne web uses a full sidebar with every module visible. Mobile groups secondary workflows under More and optimizes for one-handed triage — use web for deep configuration and bulk table work.
BillingOne Mobile uses a 4-tab shell on iPhone and an adaptive split view on iPad. Most finance triage happens from Home, Invoices, or Contracts; everything else lives under More.
Main Tabs
| Tab | Icon | Purpose |
|---|---|---|
| Home | House | Dashboard — AR summary, needs attention, customizable widgets |
| Invoices | Document | Accounting invoice snapshots synced from Xero (and SuperOps if connected) |
| Contracts | Doc text | Contract list, create wizard, templates, renewals |
| More | Ellipsis | Subscriptions, reconciliation, clients, missed billing, generated invoices, reports, catalog, procurement, settings |
On iPad, the tab bar appears in a sidebar with the BillingOne logo. Selecting a tab shows its list in the leading column and detail in the trailing column when applicable.
More Menu Sections
More is organized into sections:
| Section | Items |
|---|---|
| Operations | Subscriptions, Reconciliation, Clients, Client mappings, Missed billing, Generated invoices, Accounts receivable, Reports |
| Catalog & pricing | Meters, Dynamic qty rules, Labour rates, Entity profiles, Catalog, Chart of accounts, Product bundles |
| Revenue | Contract templates, Marketplace |
| Finance | Credit notes |
| Procurement | Quotes, Purchase orders, Suppliers, Domains & hosting |
| Account | Profile, Settings, Sign out |
Many items in Catalog, Revenue, and Procurement are read and light-edit on mobile. Heavy setup opens Open in web to app.billingone.dev.
Global Search
Tap the search icon in the toolbar (available from most tabs) to open global search. Search across:
- Clients
- Subscriptions
- Invoices
- Contracts
- Missed billing opportunities
Results jump directly to the relevant detail screen. This replaces the web sidebar search for quick lookups in the field.
Client Scope
When you need to focus on one client, use client scope from a client detail screen or filter chip:
- Open a client from Clients, search, or a list row
- Tap Scope to client (or the client filter chip)
- Lists across the app filter to that client until you clear scope
Client scope affects subscriptions, invoices, missed billing, generated invoices, and reports. Clear scope from the chip in the toolbar or from the client detail screen.
Hidden Flows and Deep Links
Some workflows are not top-level tabs but are reachable from:
- Home dashboard cards (e.g., missed billing count, draft invoices)
- More → Operations
- Push notifications and
billingone://deep links - Universal links from email (
app.billingone.dev/...)
Examples: billingone://missed-billing, billingone://generated-invoices?status=draft, billingone://contracts/create.
iPad Layout
On iPad in landscape:
- Sidebar shows the four main tabs plus quick access patterns
- Split view keeps list and detail visible side by side
- Inline titles and grouped lists follow Apple Human Interface Guidelines
Rotate to portrait for a stacked navigation experience similar to iPhone.
Open in Web
Detail screens for integrations, marketplace apps, and complex editors include an Open in web button. It opens the equivalent page in Safari at app.billingone.dev with your session intact.
Tips
- Pin frequent workflows — Start from Home cards for daily triage
- Use global search instead of drilling through More when you know the client or invoice number
- Set client scope before reviewing missed billing for a single account
- On iPad, keep list + detail open while reviewing contract renewals