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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.

This guide walks you through everything you need to do to go from a fresh Daylit account to an active AR dashboard with your first collection workflow running. The whole process takes about 10–15 minutes, most of which is waiting for your accounting data to sync.

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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.
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 a few minutes 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

Create your first collection sequence

Navigate to Collections → Sequences and click New sequence. Give the sequence a name (for example, “Net 30 overdue outreach”) and add steps:
  1. Click Add step and choose Email as the step type.
  2. Enter a subject and body template. You can use variables like {{customer_name}} and {{invoice_amount}} to personalize each message.
  3. Set the offset days — how many days after enrollment the step should trigger. A common pattern is Day 0 (initial notice), Day 7 (first follow-up), and Day 14 (escalation).
  4. Add additional steps as needed, then click Save.
Once the sequence is saved, enroll customers from the Customers page or from an individual customer’s profile. You can also set up a collection program to auto-enroll customers when invoices pass a specific aging threshold.
After your accounting sync is complete and a sequence is active, try asking the voice or chat agent a question like “Which customers are more than 60 days overdue?” or “Draft a payment reminder for Acme Corp.” Open the agent from the icon in the bottom-right corner of the app.

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What’s next

Now that your data is synced and your first sequence is running, explore the rest of the platform: