> ## Documentation Index
> Fetch the complete documentation index at: https://help.daylit.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Collection programs: automate dunning at scale

> Set up dunning collection programs in Daylit to automatically enroll overdue invoices and send touchpoints based on configurable aging rules.

## 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:

1. Identifies all customers with invoices overdue by a number of days matching a touchpoint's offset.
2. Checks each customer's enrollment status.
3. Generates a batch of touchpoints for all eligible enrolled customers.
4. 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](/core-concepts#collection-program-dunning) 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

1. Go to **Settings** → **Collection Program**.
2. Click **New program**.
3. Enter a program name.
4. Click **Create**. The new program is created in **Active** status with a default set of touchpoints based on common intervals.

<Frame>
  <iframe src="https://www.loom.com/embed/a5922622b34d43d88e57b54e3fe66be0" title="Create a collection program in Daylit" allowFullScreen />
</Frame>

<Note>
  If you duplicate a program, the new program starts active immediately.
</Note>

## 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.