Accounts and locations
Accounts group your services by the carrier billing account. Here is how the invoice commitment works and what locations hold for installs and repairs.
Alongside your services, Vigilis tracks the billing accounts your services are billed under and the physical sites they are installed at.
Accounts
/accounts, under Inventory. Accounts group your services by the carrier billing account they are billed under, so everything on one account number sits together.
The Invoicing tab and invoice commitment
Open an account and go to its Invoicing tab to set an invoice commitment. This tells Vigilis to expect a bill on a regular cadence and to flag it if one does not show up. You set:
- Commitment status: committed or not committed.
- Expected day of the month: 1 to 31.
- Grace period in days: defaults to 3.
- Missing action: open a ticket, notify only, or none.
A daily check runs against committed accounts. If a committed invoice has not arrived by the expected day plus the grace period, the check fires your chosen missing action. The account also shows the last invoice received date so you can see at a glance when it was last billed.
To see every committed account that is currently missing an expected invoice in one place, use the Inventory and invoice reports, which include the Invoices Not Received report. Depending on your plan and role you may not see the Reports section; ask your provider if you expect it and it is missing.
Locations
/locations, under Inventory. Locations are your physical sites, each with the on-site contact carriers need for install and repair visits.
Common questions
What is an invoice commitment on an account?
What happens if a committed invoice never arrives?
What is the grace period default for an account?
Still stuck?
If your Vigilis account is managed by an IT or telecom provider, they can resolve account and plan questions fastest. You can also reach us directly.