> ## 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.

# Notifications: Slack and in-app alerts

> Configure Daylit to send AR alerts to your Slack workspace or receive in-app notifications when invoices become overdue or actions are ready.

<Warning>
  **Coming soon:** Notifications are not yet fully available in Daylit. This page describes the planned experience, which will be part of Daylit's full agentic experience.
</Warning>

Daylit surfaces important AR events through in-app notifications and Slack messages so your team can act quickly without having to check the dashboard constantly. You can connect a Slack workspace to receive alerts in a channel of your choice, and in-app alerts appear in Daylit whenever key events occur.

## Notification channels

| Channel    | What you get                                                                                                                  |
| ---------- | ----------------------------------------------------------------------------------------------------------------------------- |
| **In-app** | Alerts visible inside Daylit for events like overdue invoices, completed AI insights, and actions that need review            |
| **Slack**  | Messages posted to a Slack channel of your choice for the same events, keeping your team informed without logging into Daylit |

## Connect Slack

<Steps>
  <Step title="Open Integrations settings">
    Go to **Settings → Integrations**. Look for the **Slack** section under Communication integrations.
  </Step>

  <Step title="Click Connect">
    Click **Connect** next to Slack. You'll be redirected to Slack's OAuth authorization page.
  </Step>

  <Step title="Authorize Daylit">
    Sign in to your Slack workspace if prompted, select the workspace you want to connect, and grant Daylit permission to post messages.
  </Step>

  <Step title="Choose a channel">
    After authorization, select or confirm the Slack channel where Daylit should post notifications. Daylit posts a confirmation message to verify the connection.
  </Step>
</Steps>

<Note>
  You need appropriate permissions in your Slack workspace to authorize third-party apps. If you don't have those permissions, ask a Slack workspace admin to complete the connection.
</Note>

## What triggers notifications

Daylit sends notifications when meaningful events occur in your AR workflow:

<AccordionGroup>
  <Accordion title="Overdue invoices">
    When an invoice passes its due date without a recorded payment, Daylit flags it and surfaces it in the Action Center. Slack and in-app alerts let you know immediately so you can prioritize follow-up.
  </Accordion>

  <Accordion title="AI insight ready">
    When the AI Agent finishes analyzing a customer's payment behavior or generates a new insight or recommendation, you receive a notification so you can review it and decide whether to act.
  </Accordion>

  <Accordion title="Action needs review">
    When Daylit generates a suggested action — such as a draft collection email or a recommended call — and it's waiting for your approval before sending, you're notified to review it in the Action Center.
  </Accordion>

  <Accordion title="Payment received">
    When a payment is recorded against an open invoice (either synced from your accounting system or entered manually), Daylit notifies you so you can update the customer's status.
  </Accordion>
</AccordionGroup>

## Send a manual Slack message

You can send a one-off Slack message from within Daylit without waiting for an automated trigger. This is useful for sharing a summary, escalating a customer situation, or notifying the team about a specific invoice.

To send a manual message, go to the relevant customer or invoice and use the **Share to Slack** or **Notify** action where available. The message is posted to your configured Slack channel.

You can also trigger Slack notifications programmatically using the Daylit API. See the [Communications API reference](/api-reference/communications) for details on sending custom notifications.

## Manage notification preferences

Notification preferences are configured at the workspace level through the Slack integration. To change which channel receives notifications, disconnect the current Slack connection from **Settings → Integrations** and reconnect, selecting a different channel during the authorization flow.

For in-app notifications, alerts appear automatically when relevant events occur. There is no additional configuration needed.

<Tip>
  Create a dedicated Slack channel such as `#ar-alerts` to keep AR notifications separate from general company communication and make it easy for the collections team to monitor.
</Tip>