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.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.
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.| Column | What it shows |
|---|---|
| Customer | Company or individual name. Click to open the detail page. |
| Total AR | Sum of all open invoice balances for this customer. |
| Overdue | Balance that is past its due date across all aging buckets. |
| Aging | Breakdown of overdue balance across four buckets: 1-30, 31-60, 61-90, and 91+ days past due. |
| Owner | The AR team member assigned to this account for collections follow-up. |
| Labels | Tags applied to the customer for segmentation and filtering. |
| AI Signal | The latest AI-detected signal for this customer, including severity (high, medium, healthy, or none). |
| Contacts | Key contacts at this account, shown as chips in the row. |
| Last contact | When your team last sent or received a communication with this customer. |
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.
- Signal severity — filter to customers with high, medium, healthy, or no AI signal.
- 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).
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:Overview
Overview
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 currently active on the account.
Invoices
Invoices
A filterable list of all invoices for this customer — current, overdue, and closed. Click any invoice to view its detail page.
Communications
Communications
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.
AI Insights
AI Insights
AI-generated signals, the customer conversation summary, and the recommended collection strategy plan. See Customer AI signals and collection insights explained for a full breakdown.
Notes
Notes
Internal notes logged by your team — separate from the communication thread and not visible to the customer.
Contacts
Contacts
All contacts on file for this customer. You can add, edit, or deactivate contacts from this tab.
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.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.
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.
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”).Open the customer row or detail page
You can assign labels inline from the table or from the customer detail page.
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.
Logging a manual communication
When you call or email a customer outside of Daylit’s connected inbox, you can log the interaction so it appears in the communication thread.Click Log communication
Click the Log communication button and choose whether you are logging a Call or an Email.
Fill in the details
Enter a subject, the content of the call or message, and the date it occurred. Optionally link one or more invoices that were discussed.
Adding internal notes
Internal notes are team-facing annotations on a customer record — separate from the communication thread and never visible to the customer.
You can also add a quick note directly from the Customers table by clicking the notes icon in the customer’s row.
Assigning an owner to a customer
Assigning an AR owner ensures one team member is responsible for collection activity on each account.Click the Owner cell
Click in the Owner column for that row. A dropdown of your team members appears.
Related pages
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.