Web vs Mobile
Web vs mobile: Use BillingOne Mobile for finance triage. On iOS you can review AR, act on missed billing, approve drafts, and check reconciliation. On Android the app is a read-only subset — no create/edit/approve, settings, search, offline, or push. Use BillingOne web at
app.billingone.devfor OAuth connects, bulk operations, marketplace install, and full accounting workstation tasks. See iOS and Android differences.
BillingOne Mobile is intentionally a touch-first triage companion, not a replacement for the web app. Both share the same org, session, and data layer.
Platform Comparison
| Capability | Mobile | Web |
|---|---|---|
| Dashboard & AR snapshot | Yes | Yes |
| Subscriptions list + Pax8 sync | Yes | Yes |
| Xero invoice snapshots + sync | Yes | Yes |
| Reconciliation & device snapshots | Yes | Yes |
| Missed billing apply + bulk apply | Yes | Yes |
| Generated invoice lifecycle | Yes | Yes |
| Contracts CRUD + renewals | Yes | Yes |
| Credit notes, catalog, procurement | Light edit | Full |
| Pax8/Xero/QBO OAuth connect | Web only | |
| Bulk CSV import | Web only | |
| Marketplace app install | Safari → web | |
| Org branding | Web only | |
| Offline read + queued writes | Mobile only | |
Push notifications + billingone:// deep links | Mobile only |
Use Mobile When You Need To…
- Check needs attention on the Home tab between meetings
- Apply or bulk-apply missed billing from a push notification
- Approve generated drafts and edit line tax on site
- Scope to a client and review subscriptions, invoices, and variance
- Export CSV from a filtered list for a quick email attachment
- Work offline — snooze missed billing or edit draft tax, sync later
Use Web When You Need To…
OAuth and integration connect
Native app shows integration status and sync triggers but opens Safari for connect:
- Pax8 client ID/secret
- Xero OAuth authorization
- QuickBooks OAuth
- SuperOps and Synergy Wholesale setup
See Settings on web and Xero setup.
Bulk operations
- CSV catalog import
- Bulk client mapping workbench
- Batch generated invoice generation across all clients
- Large reconciliation exports and PDF reports
See CSV imports on web.
Marketplace install
More → Revenue → Marketplace browses apps on mobile. Tapping Install opens the web checkout/OAuth flow in Safari. After install, manage status from either platform.
Organization configuration
- Branding and logo
- Org slug and billing preferences
- Email template editing
- Advanced notification matrices
Open in Web
Throughout BillingOne Mobile, Open in web buttons deep-link to the equivalent app.billingone.dev page. Your session cookie carries over in Safari when already signed in.
Universal links (https://app.billingone.dev/...) open in the native app when installed; otherwise they load in the browser.
Deep Links (Mobile)
Custom URL scheme billingone:// routes to native screens:
| Route | Destination |
|---|---|
billingone://dashboard | Home tab |
billingone://invoices | Invoices tab |
billingone://contracts | Contracts tab |
billingone://missed-billing | Missed billing queue |
billingone://generated-invoices?status=draft | Generated invoices (filtered) |
billingone://clients/{id} | Client detail |
billingone://settings/integrations | Integrations settings |
Push notification taps use the same router.
Session and Roles
The same PanelOne/BillingOne credentials, MFA, passkeys, and roles apply on both platforms. Revoking a session on web signs out mobile on next refresh, and vice versa.
Finance-only team members can use mobile without PanelOne operational access.
Choosing a Workflow
Need to connect Xero? → Web
Push notification — missed $? → Mobile
Month-end 200-client generate? → Web
Approve 3 drafts at client? → Mobile
Import SKU catalog CSV? → Web
Snooze opportunity on train? → Mobile (offline queue)