The Invoices page gives you a complete view of every invoice in your accounts receivable portfolio. You can filter by aging bucket, status, customer, or owner to quickly find the invoices that need action, then send reminders, record payments, and track every communication — all from one place.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 Invoices table
The table displays your invoices with the columns most relevant for collections prioritization.| Column | What it shows |
|---|---|
| Invoice number | The invoice identifier from your accounting system. Click to open the invoice detail page. |
| Customer | The customer this invoice belongs to. Click to open the customer detail page. |
| Amount | Total invoice amount (before any payments applied). |
| Balance | Remaining open balance — the amount still owed. |
| Due date | The date payment is due. Used to calculate days overdue. |
| Days overdue | Number of days past the due date. Zero for current invoices. |
| Status | The invoice’s lifecycle status (see Invoice status types below). |
| AI Signal | The latest AI-detected signal for this invoice, including severity and tags. |
| Last touch | When your team last communicated about this invoice and who sent or received the message. |
Filtering and searching invoices
Use the toolbar above the table to narrow down the list:- Search — matches invoice number or customer name.
- Status — filter by one or more lifecycle statuses (open, overdue, paid, etc.).
- Aging bucket — filter to a specific overdue window: current, 1-30 days, 31-60 days, 61-90 days, or 91+ days past due.
- Due date range — set a from/to date range for the invoice due date.
- Owner — filter by the AR owner or sales owner assigned to the customer.
- Labels — filter by one or more labels applied to invoices.
- Customer — filter to invoices for a specific customer.
- Balance — show only invoices with a positive balance or apply a custom numeric filter.
Invoice status types
Daylit calculates each invoice’s status automatically based on its balance, due date, and accounting system data.| Status | Meaning |
|---|---|
| Current | Balance is greater than zero and the due date has not yet passed. |
| Overdue 1-30 | Past due by 1 to 30 days with a remaining balance. |
| Overdue 31-60 | Past due by 31 to 60 days with a remaining balance. |
| Overdue 61-90 | Past due by 61 to 90 days with a remaining balance. |
| Overdue 90+ | Past due by more than 90 days with a remaining balance. |
| Draft | Invoice has not been issued (no issue date) or is marked as a draft in your accounting system. |
| Closed — Paid | Invoice has been paid in full. |
| Closed — Overpaid | Customer paid more than the invoice amount; a refund may be due. |
| Closed — Credit memo | Invoice amount is negative, representing a credit to the customer. |
| Closed — Voided | Invoice was voided in your accounting system. |
Status is recalculated in real time based on today’s date. An invoice can move from “Current” to “Overdue 1-30” overnight without any manual action.
Viewing invoice details
Click an invoice number in the table to open its detail page. The detail page is organized into tabs:Overview
Overview
The invoice header showing number, customer, issue date, due date, total amount, amount paid, and remaining balance. Also includes payment terms, currency, and any tracking categories (classes or departments) from your accounting system.
Line items
Line items
An itemized breakdown of everything on the invoice — product or service descriptions, quantities, unit prices, discounts, tax, and subtotals.
Payment history
Payment history
All payments applied to this invoice, including the payment date, method, amount applied, and source system. Overpayments and credit note applications also appear here.
Communications
Communications
The full thread of emails, calls, and notes linked to this invoice — including messages synced from your connected inbox that reference this invoice number.
AI Insights
AI Insights
The AI signal for this invoice, a conversation summary (including stress level, active topic, and blocker), a payment date prediction, and a recommended collection action. See Invoice payment date predictions with AI for more on predictions.
Documents
Documents
Files attached to this invoice. You can upload supporting documents here for your team’s reference during collections.
Sending payment reminders
You can send a payment reminder from a single invoice or in bulk across multiple invoices.Single invoice reminder
Click Send reminder
Click the Send reminder button in the invoice header or from the AI Insights tab’s recommended action.
Bulk reminders
Select invoices
Use the checkboxes on the left of the table to select multiple invoices. You can select all invoices on the current page using the checkbox in the column header.
Attaching documents to an invoice
You can attach supporting files — purchase orders, delivery confirmations, signed contracts — to any invoice so your team has them available during dispute resolution.
Uploaded documents are visible to all team members with access to the invoice.
Recording a manual payment
If a customer pays outside of your accounting system (for example, by check or wire transfer that hasn’t synced yet), you can record the payment manually in Daylit.Manually recorded payments in Daylit do not write back to your accounting system. When your accounting system syncs, the official payment record will appear and replace or reconcile with the manual entry.
Related pages
Invoice payment predictions
See how the AI predicts when each open invoice will be paid and how to use predictions for cash flow planning.
Managing customers
View the full AR history, contacts, and AI insights for each customer account.
Collection sequences
Set up automated multi-step reminder sequences that consolidate outreach per customer.
Action center
Work through AI-prioritized collection tasks across your entire portfolio.