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Purpose

Use this page to configure Daylit before you use the dashboard or collections features. For terminology, see Core Concepts. For what to do after setup, see Quick Wins.

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Before you begin

Make sure you have:
  • A Daylit account and login credentials (request access from your Daylit contact if you don’t have one yet)
  • Administrator or owner access to your accounting system (QuickBooks, NetSuite, Xero, Sage, or another supported platform)

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Setup Steps

1

Log in and select your company

Go to the Daylit AR Agent app and sign in with your credentials. After logging in, you’ll see a company selector. Choose the company whose receivables you want to manage. If you manage multiple entities, you can switch between them at any time from the top navigation bar.
2

Connect your accounting integration

Navigate to Settings → Integrations and click Add integration. Under the Accounting section, select your accounting platform — for example, QuickBooks Online, NetSuite, Xero, or Sage Intacct.Daylit uses Merge.dev to connect to accounting systems, so you’ll be redirected to a Merge-hosted authorization flow. Follow the prompts to grant Daylit read access to your accounting data, then return to Daylit when the connection is confirmed.
Supported accounting platforms include QuickBooks Online, QuickBooks Desktop, NetSuite, Xero, Sage Intacct, Sage Business Cloud, FreshBooks, and others available through Merge. If your platform isn’t listed, contact your Daylit account manager.
Find platform-specific guides on how to connect your accounting system on Connect integrations. If your data is delivered via SFTP instead of a live accounting connection, see Connect via SFTP.
3

Wait for your data to sync

Once connected, Daylit starts an initial sync to pull in your customers, invoices, and payment history. You can monitor progress on the Settings → Integrations page — the sync status indicator shows whether the connection is idle, syncing, or has encountered an error.The initial sync may take up to 24 hours depending on the size of your AR portfolio. Subsequent syncs happen automatically in the background.
If the sync status shows an error, check that your accounting credentials are still valid and that you granted the necessary permissions during the OAuth flow. You can re-authenticate from the same integrations page.
4

Review your AR dashboard

After the sync completes, open the Dashboard from the main navigation. You’ll see your receivables portfolio broken down by aging bucket — current, 1–30 days, 31–60 days, 61–90 days, and 90+ days past due — along with a summary of total open balance and overdue amounts.Click any aging bucket to drill into the individual invoices and customers in that range. Customer rows display AI-generated signals when the system has detected a risk pattern, payment behavior change, or other notable indicator on that account.For a detailed breakdown, visit the AR aging page.
5

Connect your email for communication

Navigate to Settings → Integrations and click Connect under Email & Communication.On the Connect Email Account screen, choose your email provider to connect for sending emails from Daylit — Gmail (Google) or Outlook (Microsoft). Daylit requests send and read access to send emails on your behalf and track conversation history.Daylit uses Nylas to connect to email providers, so you may see their name during authentication. Follow the prompts to grant send and read access, then return to Daylit when the connection is confirmed.
Send and read access lets Daylit dispatch collection emails from your connected inbox and sync conversation history for AI summaries and signals.
Find platform-specific guides on how to connect your email on Connect integrations.
6

Configure your first collection program

Navigate to Settings → Collection Program. Daylit sets up a baseline collection program for you based on our best practices — review it and adjust the settings to match your team’s process.At the program level, you can change:
  • Name - how you want to call this collection program
  • Recurrence — how often Daylit scans your portfolio and runs the program.
  • Send time — what time of day touchpoint emails go out.
  • Send from — which connected email address sends program emails. Choose the mailbox you connected in the previous step.
  • Touchpoints — the scheduled outreach actions in the program.
A touchpoint is a single outreach action at a planned point in the schedule. For each touchpoint, configure offset days, level (invoice or account), and mode (auto or review). See Collection program (dunning) in Core Concepts for definitions of touchpoints, offset days, level, and mode.After configuring your program, enroll customers from Settings → Collection Program → Enrollment. Select a customer and choose the program to enroll or unenroll them from.
For a full walkthrough of adding new programs, touchpoints, and enrollments, see Collection programs.