The Invoice Inbox

Your agency gets its own inbound email address for carrier invoices. Anything forwarded there is parsed automatically and filed against the right client, so invoices arrive in the platform without anyone keying them in.

Your inbound address#

The address takes the shape {your-slug}@inbound.vigilis.io, where the slug is your agency’s. You set this up under Settings > Email. See Email and sending domain.

Once it is set up, your clients or their carriers can forward carrier invoices to it.

What happens to a forwarded invoice#

1. A carrier invoice PDF is forwarded to your inbound address.
2. The PDF is parsed into an invoice automatically.
3. Most invoices file automatically into the right client’s organization.
4. Partner Hub > Invoice Inbox keeps a log of every invoice forwarded in.

Unassigned Invoices#

Not everything can be matched confidently to a specific client. A fallback “Unassigned Invoices” holding area catches anything the system cannot place, so nothing is silently dropped or filed against the wrong client.

To fix one, open it from the Invoice Inbox or the Low Confidence Review Queue and use the reassign action to file it under the correct client.

Common questions#

An invoice landed in “Unassigned Invoices”. How do I fix it? Open it from the Invoice Inbox or the Low Confidence Review Queue and use the reassign action to file it under the correct client.