Labels: organize customers and invoices with tags

Labels are color-coded tags you create to categorize customers and invoices in Daylit. You can apply multiple labels to a single customer or invoice, and then filter your AR tables by label to quickly surface the accounts that need attention. Labels are managed from Settings → Labels.

Labels and label groups

Labels are individual tags — for example, “High Risk”, “VIP”, or “Disputed”. Label groups organize related labels into a named category. For example, a group called “Risk Level” might contain the labels “Low”, “Medium”, and “High”. Groups have an optional Exclusive setting: when exclusive is on, only one label from that group can be applied to a customer or invoice at a time. Each label can have an optional color to make it visually distinct in tables and reports. If a label doesn’t have its own color, it inherits the color of its group.

Create a label group

Open Labels settings

Go to Settings → Labels and click New Group in the top-right corner.

Name the group

Enter a name for the group, such as “Industry”, “Risk Level”, or “Region”.

Choose a color (optional)

Select a color for the group. Labels in this group inherit the color unless they have their own.

Set exclusivity

Toggle Exclusive on if only one label from this group should be applied at a time, or leave it off to allow multiple labels from the group.

Save the group

Click Create Group. The group appears on the Labels page, ready for you to add labels inside it.

Create a label

Open Labels settings

Go to Settings → Labels and click New Label.

Name the label

Enter a label name, such as “High Priority”, “Net 30”, or “Escalated”.

Choose a color (optional)

Pick a color from the preset palette. If you leave this empty, the label uses its group’s color (if assigned to one).

Assign to a group (optional)

Select a group from the dropdown to nest this label under an existing category. You can leave it ungrouped if preferred.

Save the label

Click Create Label. The label is now available to apply to customers and invoices.

Apply labels to customers

You can apply labels to customers in two ways. Use the tabs below to choose the method that fits your workflow.

Tag directly
Upload CSV

Jobin (AR manager) at Acme Corporation tags Orion Electric Supply from the customer detail page — applying the Disputed label so the baseline program skips automated touchpoints while pricing is unresolved.From the Customers table: Select one or more customers using the row checkboxes, then use the Labels action in the bulk-action toolbar to apply or remove labels.From the customer detail page: Open a customer’s profile and look for the Labels field in the details panel. Click to open the label picker and select the labels you want to apply.

Jobin (AR manager) uploads a CSV to assign existing labels to customers in bulk when finance sends an updated segment list.Your CSV needs a customer column (Customer ID or Customer Name) and a label column (Label ID or Label Name). IDs take priority over names when both are provided.

Open Upload Customer Labels

Go to Settings → Labels and open Upload Customer Labels.

Download the template (optional)

Click Download template to get a starter CSV with these columns:

Customer ID,Customer Name,Label ID,Label Name

Upload your CSV

Drag and drop a .csv file onto the upload area, or use the upload button to select a file from your computer.

Review the results

Daylit reports how many label assignments succeeded and how many rows had errors. Fix any errors and re-upload if needed.

Apply labels to invoices

Labels can also be applied to individual invoices from the invoice detail view. Open any invoice and use the Labels field to tag it.

Filter by label

Once you’ve applied labels, use them to filter your tables:

In the Customers table, open the filter panel and select one or more labels. The table narrows to show only matching customers.
In the Invoices table, the same label filter is available to surface invoices tagged with specific labels.

Filtered views are useful for running targeted collection campaigns — for example, filtering by “High Risk” to review all high-risk accounts at once.

Tips for using labels effectively

Segment customers by risk

Create a “Risk Level” exclusive group with labels like “Low”, “Medium”, “High”, and “Watch”. Apply them based on payment history or aging data. Then filter the Customers table to “High” and “Watch” when prioritizing your collections work.

Track special account types

Use standalone labels (no group) for one-off categories like “VIP”, “Partner”, or “Strategic”. These don’t need exclusivity — a customer can be both “VIP” and “High Risk” at the same time.

Flag disputed or sensitive accounts

Create labels like “Disputed”, “Legal Hold”, or “Do Not Contact” and apply them to accounts that need special handling. Filter by these labels to ensure your team doesn’t accidentally send collection emails to them.

Organize by industry or region

Use label groups for structured segmentation — “Industry” with labels like “Healthcare”, “Retail”, “Manufacturing”, or “Region” with “North America”, “EMEA”. This makes it easy to generate AR reports segmented by segment.

Managing customers

Apply labels to customers and view them in the Customers table

Managing invoices

Tag invoices with labels for detailed filtering and reporting

​Labels and label groups

​Create a label group

​Create a label

​Apply labels to customers

​Apply labels to invoices

​Filter by label

​Tips for using labels effectively