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Documentation Index

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Daylit AR Agent has a specific data model that shapes how you navigate the product and how the AI generates its outputs. Understanding these terms makes it easier to interpret what you see on the dashboard, configure collection workflows, and work with the API. Each concept below maps directly to a record type or feature in the product.
A company is the organization whose accounts receivable you are managing — in other words, your business. When you log in to Daylit, you select a company context, and all the data you see (customers, invoices, insights, sequences, and settings) belongs to that company.If your organization manages multiple legal entities, each entity has its own company in Daylit. You can switch between companies from the top navigation bar without logging out.
A customer is a buyer who owes your company money — an entity that has one or more open invoices. Customers are synced automatically from your connected accounting system and appear on the Customers page.Each customer record includes contact information, payment terms, credit limit, open balance, communication history, and any AI-generated insights. You can also assign labels, set an AR owner, and enroll the customer in a collection sequence or program directly from their profile.
An invoice is a receivable — a record of money your customer owes you for goods or services delivered. Each invoice has an amount, a due date, a remaining balance, and a status (open, paid, partially paid, voided, and so on).Invoices are synced from your accounting system and linked to a customer. Daylit tracks every invoice’s aging, generates AI insights on it, and schedules collection touchpoints against it when it becomes overdue. You can view and filter invoices from the Invoices page or from within a customer’s profile.
AR aging is the practice of grouping open invoices by how long they have been outstanding past their due date. Daylit uses the following standard aging buckets:
  • Current — not yet due
  • 1–30 days — up to 30 days past due
  • 31–60 days — 31 to 60 days past due
  • 61–90 days — 61 to 90 days past due
  • 90+ days — more than 90 days past due
The AR aging dashboard gives you a real-time view of your total open balance broken down by these buckets so you can quickly identify where collection effort is most needed. See AR aging for details.
An insight is an AI-generated result attached to a customer, invoice, or your entire portfolio. Insights are produced by background AI agents that run regularly against your latest AR data. Each insight has a type (signal, summary, payment prediction, or strategy) and a JSON payload containing the full output.Insights appear on customer and invoice pages, in the AI insights section, and as inputs to the voice and chat agents. You can rate insights with a thumbs up or down to help improve AI quality over time.
A signal is a specific type of insight — an AI-detected pattern or risk indicator on a customer or invoice. Signals surface conditions like a history of late payments, a sudden slowdown in payment pace, a disputed invoice, or an unusually high open balance relative to a customer’s credit limit.Signals appear as badges on customer and invoice rows in the dashboard and on individual record pages. They are generated at the customer level, invoice level, and portfolio level. See signals and insights for how to interpret and act on them.
A payment prediction is an AI forecast of when a specific invoice is likely to be paid, based on the customer’s historical payment behavior, the invoice’s aging, and other signals in your portfolio. Each prediction includes a predicted pay date, a confidence level, and the reasoning behind the forecast.Payment predictions help you prioritize collection effort on invoices that the AI assesses as high-risk or unlikely to be paid on time. See payment predictions for details.
A sequence is a multi-step automated outreach workflow that you build and assign to customers. Each step in a sequence is either an email or a reminder task, and each step has an offset (the number of days after enrollment when the step should trigger).When a customer is enrolled in a sequence, Daylit schedules every step and executes them automatically on the configured schedule — sending emails, logging reminders, and tracking which steps have been completed. You can review or pause steps before they go out if your sequence is configured in review mode. See sequences for how to build and manage them.
A collection program (also called a dunning program) is a rule-based program that automatically enrolls overdue customers and sends scheduled touchpoints at configured intervals. Unlike sequences, which you manually assign to individual customers, collection programs are always-on: any customer who meets the enrollment criteria (for example, any customer with an invoice more than 30 days past due) is enrolled automatically.Each program defines a cadence (weekly, every two weeks), the days of the week to send, touchpoints with configurable templates, and whether emails go out automatically or require your review first. See collection programs.
An action is a recommended or scheduled communication generated for a specific customer or invoice. Actions can be emails, calls, or internal tasks. Some actions are generated by the AI as recommendations in the action center; others are scheduled automatically when a customer is enrolled in a sequence or collection program.You review and approve pending actions from the Collections → Action Center page. See action center for details.
A communication thread is the full log of every email, call, and note associated with a customer or invoice. Threads give you a complete history of what was sent, when, and by whom — including both manual outreach and automated sequence emails.You can view a customer’s communication thread directly from their profile page. Inbound replies from customers are also tracked in the thread so you always have context before making your next contact.
An integration is a connection between Daylit and an external system. Daylit supports three categories of integrations:
  • Accounting — QuickBooks, NetSuite, Xero, Sage, and others via Merge.dev. Syncs customers, invoices, and payments.
  • Email — Gmail, Outlook, and others via Nylas. Used to send and receive collection emails directly through Daylit.
  • CRM — Salesforce, HubSpot, and others via Merge.dev. Syncs contacts and account data.
You manage all integrations from Settings → Integrations. See integrations for setup instructions.