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The Customers page is your central workspace for managing every account in your AR portfolio. From a single table you can spot which customers need immediate attention, assign ownership, apply labels for segmentation, log communications, and drill into a full account history — all without leaving Daylit.

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The Customers table

When you open the Customers page, you see a table of all your accounts sorted by AI signal severity by default. Each row surfaces the information your team needs to prioritize outreach.
Click any column header to sort the table. The table loads in pages and fetches more rows automatically as you scroll down.

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Searching and filtering customers

Use the search bar at the top of the table to find customers by name. Results update as you type. You can combine multiple filters simultaneously:
  • Search — matches customer name (case-insensitive, partial match).
  • Owner — filter by AR owner or sales owner; select “Unassigned” to find accounts with no owner.
  • Label — filter by one or more labels; results include any customer matching at least one selected label. You can promote a label to its own column by clicking that label in the table.
  • Signal severity — filter to customers with risky, watch, healthy, or none.
  • Balance — show only customers with a positive open balance, or apply a custom numeric filter.
  • Status — filter by customer status (active, inactive, suspended, or prospect).
To clear all filters, click Clear filters or remove each filter chip individually.

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Sending email to customer

You can send a collection email to a customer quickly without starting from a blank compose window. Daylit pre-drafts the message based on that account’s invoices, payment history, and communication context. From the Customers table, click Next Step in the Actions column. This opens the customer’s detail page with the recommended action ready — including an AI-drafted email when the next step is to send email. In the email panel, review and edit the draft before you send:
  • To, CC, and BCC — change recipients as needed. Daylit pre-fills the primary contact from the customer record.
  • Subject — edit or replace the AI-generated subject line.
  • Body — edit the message directly, insert snippets you’ve stored, or click Render to replace snippet placeholders with live invoice and customer data.
If the tone isn’t quite right, click Rewrite and enter instructions to refine the draft. To pick up a version you worked on earlier, click Drafts. When you’re ready:
  • Save draft — save your edits without sending. Reopen saved drafts from Drafts on this action.
  • Review & Send — approve the email and send it through your connected email account.
After you send, the action is logged in the customer’s communication history and can be reviewed from Inbox → History.
See AI email drafting for collections for more on how drafts are generated and how snippets work in templates.

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Viewing a customer’s detail page

Click a customer’s name anywhere in the table to open their detail page. This is your full-picture view of everything Daylit knows about that account. The detail page is organized into tabs:
The AI-recommended next step for this account — send an email, make a call, or escalate internally. Includes pre-written email drafts and call scripts you can review, edit, and send. See Customer AI signals and collection insights explained for how strategy plans are generated.
The full communication thread for this customer: emails synced from your connected inbox, call notes logged by your team, and AI-generated summaries. Entries are sorted chronologically so you can follow the entire conversation history.
All contacts on file for this customer. You can add, edit, or deactivate contacts from this tab.
Supporting documents attached to this customer — contracts, credit applications, dispute records, and other files your team references during collections.
Reusable content blocks you insert into email drafts from this account — invoice lists, balances, payment instructions, and other placeholders defined in Settings → Snippets. See Snippet in Core concepts for how snippets work.
Internal notes logged by your team and a chronological log of account activity — label changes, owner assignments, sequence enrollments, and other updates. Notes are separate from the communication thread and not visible to the customer.
A summary card showing the customer’s total AR, overdue balance, aging breakdown, AR owner, sales owner, labels, and last contact date. Also includes any AI signals and the conversation summary currently active on the account.

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Adding and editing customer contacts

Contacts are the people at the customer’s organization that your team reaches out to — AP managers, controllers, CFOs, and others.
1

Open the customer detail page

Click the customer’s name in the table.
2

Go to the Contacts tab

Select the Contacts tab in the detail page navigation.
3

Add a new contact

Click Add contact. Fill in the contact’s name, email, phone, title, department, and contact type (AP Manager, Controller, CFO, Procurement, or Primary Contact). Mark the contact as Primary if they are the main point of contact for AR.
4

Edit an existing contact

Click the edit icon on any contact row to update their information. Changes you make in Daylit are stored as overrides and will not be overwritten by future syncs from your accounting system.
Contacts synced from your accounting system or CRM are marked with their source. You can edit the displayed name, email, and phone without affecting the underlying source record.

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Assigning labels to customers

Labels let you segment customers for filtering, reporting, and targeted outreach. Labels are organized into groups (for example, “Collections status” or “Industry”).
1

Open the customer row or detail page

You can assign labels inline from the table or from the customer detail page.
2

Open the label picker

Click the label cell in the table row or the Labels field on the detail page. A dropdown appears showing all available label groups and their labels.
3

Select labels

Click one or more labels to apply them. Click a selected label again to remove it.
4

Save

Labels save automatically when you close the picker.
To create or manage label definitions, go to Settings → Labels.

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Adding internal notes

Internal notes are team-facing annotations on a customer record — separate from the communication thread and never visible to the customer.
1

Open the customer detail page

Click the customer name to open their page.
2

Go to the Notes & activity tab

Select the Notes & activity tab.
3

Add a note

Click Add note, type your note content, and optionally link relevant invoices. Click Save to post the note.
You can also add a quick note directly from the Customers table by clicking the notes icon in the customer’s row.

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Assigning an owner to a customer

Assigning an AR owner ensures one team member is responsible for collection activity on each account.
1

Find the customer in the table

Use search or filters to locate the customer.
2

Click the Owner cell

Click in the Owner column for that row. A dropdown of your team members appears.
3

Select a team member

Choose the AR owner or sales owner you want to assign. The assignment saves immediately.
To assign owners to multiple customers at once, select the rows using the checkboxes on the left of the table, then choose the AR owner and apply.

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Troubleshooting

Check that your accounting or CRM integration is connected and recently synced in Settings → Integrations. If the customer exists in the source system but not in Daylit, confirm the customer is active and included in the synced dataset.
Daylit needs invoice, contact, and communication context to recommend the next action. Check that the customer has an open balance, at least one usable contact, and synced email context where applicable.
Refresh the customer row or reopen the customer detail page. Label and owner changes save in Daylit and should appear on the table after the row refreshes.

Customer AI signals and insights

Understand the AI signals, conversation summaries, and collection strategy plans Daylit generates for each customer.

Managing invoices

View, filter, and act on the open invoices associated with your customers.

Action center

Work through prioritized collection tasks generated from AI signals and strategy plans.

Labels settings

Create and manage label groups used to segment customers and invoices.