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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.

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The Invoices table

The table displays your invoices with the columns most relevant for collections prioritization.
Click any column header to sort or filter the table. You can also group invoices by customer using the Group by customer option under Display to see per-customer aggregate balances before expanding into individual invoice rows.

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Filtering and searching invoices

Use the toolbar above the table to narrow down the list:
  • Search — matches invoice number or customer name.
  • Company type — filter to All Types, Companies, or People.
  • Status — filter by one or more lifecycle statuses (open, overdue, paid, etc.).
  • Aging — filter to a specific overdue window: current, 1-30 days, 31-60 days, 61-90 days, or 91+ days past due.
  • Labels — filter by one or more labels applied to invoices.
Multiple filters stack — an invoice must match all active filters to appear in the results.

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Invoice status types

Daylit calculates each invoice’s status automatically based on its balance, due date, and accounting system data.
Status is recalculated in real time based on today’s date. An open invoice can move from Open — Current to Open — Overdue overnight without any manual action.

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Viewing an invoice’s detail page

Click an invoice number in the table to open its detail page. This is your full-picture view of everything Daylit knows about that invoice. The detail page is organized into tabs:
The AI-recommended next step for this invoice — send an email, make a call, or escalate internally. Includes pre-written email drafts and call scripts you can review, edit, and send.
The full communication thread for this invoice: 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 the customer on this invoice. You can add, edit, or deactivate contacts from this tab.
Supporting documents attached to this invoice — contracts, credit applications, dispute records, and other files your team references during collections.
Reusable content blocks you insert into email drafts from this invoice — 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 invoice activity — label changes, owner assignments, program enrollments, and other updates. Notes are separate from the communication thread and not visible to the customer.
A summary card showing the invoice number, customer, issue date, due date, total amount, remaining balance, labels, and last touch. Also includes any AI signals and the conversation summary currently active on the invoice.
Sending a reminder from Strategy on an invoice detail page sends one email per invoice, not one per customer. If a customer has three selected invoices, they will receive three separate emails. Use collection sequences if you want to send a single consolidated email covering all of a customer’s outstanding invoices.

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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.
1

Open the invoice detail page

Click the invoice number in the table.
2

Go to the Docs tab

Select the Docs tab.
3

Upload a file

Click Upload document and select the file from your computer. Supported formats include PDF, Word, Excel, CSV, TXT, and common image formats.
Uploaded documents are visible to all team members with access to the invoice.

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Troubleshooting

Check Settings → Integrations to confirm your accounting connection is Valid and recently synced. If the invoice exists in your source system, confirm it is included in the synced invoice dataset.
Status is calculated from balance, due date, and source-system status. Confirm the source invoice has the expected balance and due date, then wait for the next sync or trigger a manual sync from the integration card.
Invoice-level reminders send one email per invoice. Use collection sequences or collection programs when you want consolidated customer-level outreach.
Confirm the file is a supported format and try again. If the file is large, export a smaller PDF or CSV version before uploading.

AR aging report

Review overdue balances by aging bucket and customer.

Managing customers

View the full AR history, contacts, and AI insights for each customer account.

Action center

Work through AI-prioritized collection tasks across your entire portfolio.

Collection sequences

Set up automated multi-step reminder sequences that consolidate outreach per customer.