Lucy Business - Invoicing

With Lucy Business, you have the ability to create invoices. To prepare, you can follow the steps outlined below.

• Define settings
• Add clients
• Add sales items

Once everything is set up, you can proceed to create invoices. More information about this can be found on this page: Create a Sales Invoice in Lucy.

Define Settings

In the settings, you can upload the logo and add the IBAN. Other additional information, invoice numbering, terms and conditions, and email templates can also be set here.

You can send automatic reminders to your clients by enabling this option.

Add Customers

There are two ways to add clients: you can create them manually or import them with a CSV file.

This can be done by importing them with a standard CSV format. Click on 'Example Template' to do so.

By clicking on the 'Create New Client' option, the screen below opens where you can manually add customers by searching by name or VAT number, and Lucy will automatically fill in the remaining fields. You can choose between 'Company' or 'Individual'.

Add Sales Items

There are two ways to add sales items: you can create them manually or import them with a CSV file. You can find the sample template by clicking on 'Import articles'.

When creating a new item, you can add the name, price, VAT percentage, an optional description, and the default quantity.

You always have the option to modify the details by clicking on the item in the overview. By selecting one or more items, you get the option to delete them.