Lucy Inbox

Through 'Documents,' you will be able to view an overview of all invoices that are automatically provided via Peppol. You also have the option to manually upload documents via the 'Upload' button and to forward documents from your own mailbox to your Lucy Inbox. For further instructions, you can click on 'Configure,' where you will find the email address of Lucy and can add allowed senders.

• The email address always consists of your VAT number and the URL of our application.
• Do you have a physical invoice? Scan it and send it directly from your scanner to Lucy. You can validate the email address of your scanner used to send documents by adding it as an Allowed Sender.

All submitted documents automatically receive the status 'Inbox' and can be sent to your accountant manually or automatically.

• You can manually send this by clicking on the icon below and then selecting 'Send'.

• Automatic forwarding can be set up via the Settings under the 'Accounting' tab. Here you can check the option to automatically send documents with a document type to your accountant every night.

Once an invoice has been sent to the accountant, the status in the overview will change to 'Sent'.

Archive

It is possible to archive documents by clicking the 'Archive' button.

This will ensure that they are moved to the 'Archive' overview, where you can add subfolders to organize the documents.