Working with an invoice

What the invoice detail page gives you: a reconciliation summary, editable line items, a taxes and fees card, the Audited toggle, and header actions.

Last updated July 20, 2026

Open any invoice from your invoice list to see its full detail page. This is where you review what Vigilis extracted, correct anything it got wrong, and work the charges line by line.

Reconciliation summary

The Reconciliation Summary breaks the invoice into its parts: recurring charges (MRC), non-recurring charges, usage, taxes, previous balance, payments, adjustments, past due, and current charges. If those parts do not add up to the total Vigilis extracted from the document, the summary warns you so you can look closer.

Line items

Each line item shows its amount, the service it matched to, and any variance from the prior period. You can:

Edit the amount inline when the extracted figure is off.
Match or re-match a line to the right service in your inventory.
Toggle Audited on a charge.

Taxes, Fees & Surcharges

Taxes, fees, and surcharges are pulled into their own Taxes, Fees & Surcharges card, kept separate from your billable service lines so the service math stays clean.

What Audited does

Marking a recurring charge Audited stops it from re-triggering variance alerts on future invoices for that same charge on that account. It does not hide the line and it does not change any totals. Use it for recurring account fees that keep looking new to the anomaly checks even though you have already confirmed they are correct. See Anomalies and alerts.

Header actions

Along the top of the invoice you have:

Export CSV. Export the whole invoice (summary, reconciliation, review notes, and line items).
Flag / Unflag. Mark the invoice for follow-up.
Analyze. Re-run matching and variance checks.
Retry or Re-parse. Read the document again when extraction needs another pass.
Advance status. Move the invoice along its workflow.
Correct the carrier. Reassign the invoice to the right provider if it was mis-detected.

If the data on an invoice looks genuinely mis-extracted, not just a variance you disagree with, Re-parse the document or contact your provider so they can help re-run extraction on the original file.

Common questions

What does marking a line item Audited do?

Marking a recurring charge Audited stops it from re-triggering variance alerts on future invoices for that same charge on that account. It does not hide the line or change any totals. Use it for recurring account fees that keep looking new.

How do I export an invoice from Vigilis?

Use Export CSV in the header actions. The export includes the summary, reconciliation, review notes, and every line item, so you can hand it to accounting or your own records.

The carrier detected on an invoice is wrong. Can I fix it?

Yes. Use the correct-carrier header action to reassign the invoice to the right provider when it was mis-detected, then re-run matching with Analyze if needed.

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.

Contact support