> ## 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.
# Labels: organize customers and invoices with tags
> Create and manage labels in Daylit to tag customers and invoices, then filter your AR tables and reports by label for faster triage and reporting.
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
Go to **Settings → Labels** and click **New Group** in the top-right corner.
Enter a name for the group, such as "Industry", "Risk Level", or "Region".
Select a color for the group. Labels in this group inherit the color unless they have their own.
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.
Click **Create Group**. The group appears on the Labels page, ready for you to add labels inside it.
## Create a label
Go to **Settings → Labels** and click **New Label**.
Enter a label name, such as "High Priority", "Net 30", or "Escalated".
Pick a color from the preset palette. If you leave this empty, the label uses its group's color (if assigned to one).
Select a group from the dropdown to nest this label under an existing category. You can leave it ungrouped if preferred.
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.
**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.
Go to **Settings → Labels** and open **Upload Customer Labels**.
Click **Download template** to get a starter CSV with these columns:
```csv theme={null}
Customer ID,Customer Name,Label ID,Label Name
```
Drag and drop a `.csv` file onto the upload area, or use the upload button to select a file from your computer.
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
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.
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.
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.
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.
Apply labels to customers and view them in the Customers table
Tag invoices with labels for detailed filtering and reporting