Purpose
Collection programs are Acme Corporation’s default company-wide SOP — Jobin (AR manager) defines aging rules once and Daylit enrolls customers and runs touchpoints at scale.
When to use: Programs are for the long tail of the portfolio. Configure touchpoints by aging bucket, activate the program, and Daylit runs automatically — while Jobin (AR manager) handles exceptions like Sterling Logistics (contract dispute) and Orion Electric Supply (disputed pricing) outside the program.
Example: Jobin (AR manager) creates Acme Corporation’s baseline program (invoice-level touchpoints at day 15 and 30) and enterprise program (account-level touchpoints at day 30, 45, and 60). Daylit bulk-enrolls SMB accounts into baseline each week. Accounts on the risky-five list are excluded or set to Review delivery until Jobin (AR manager) clears them.
Collection programs vs. sequences
Both collection programs and sequences automate customer outreach, but they serve different purposes:
| Collection programs | Sequences |
|---|
| Enrollment | Automatic — based on invoice aging rules | Manual — you choose which customers to enroll |
| Cadence | Configured by send days, send time, and cadence | Configured by step offsets in days from enrollment start date |
| Scope | Account-level or invoice-level touchpoints | Customer-level outreach |
How collection programs auto-enroll customers
When a collection program is active, Daylit’s scheduler runs on the configured cadence. On each run, it:
- Identifies all customers with invoices overdue by a number of days matching a touchpoint’s offset.
- Checks each customer’s enrollment status.
- Generates a batch of touchpoints for all eligible enrolled customers.
- Delivers the batch automatically (auto mode) or holds it for your review (review mode).
Touchpoints: steps in a collection program
A touchpoint is a single outreach event within a collection program. Each touchpoint has the following settings:
| Setting | Description |
|---|
| Label | A short name for the touchpoint. |
| Offset days | The number of days from an invoice’s due date when a touchpoint should send. See offset days in Core concepts. |
| Target level | Invoice — one per overdue invoice; Account — one summarizing all overdue invoices. |
| Delivery mode | Auto — sends without review; Review — holds for your approval before sending. |
Create a collection program
- Go to Settings → Collection Program.
- Click New program.
- Enter a program name.
- Click Create. The new program is created in Active status with a default set of touchpoints based on common intervals.
If you duplicate a program, the new program starts active immediately.
Review batches
When a touchpoint is configured with Review delivery mode, Daylit groups the generated emails into a review batch before sending.
You review batches from Inbox → Review. From the review inbox, you can approve the batch, reject it, or edit the emails before they go out.
