From the Invoices overview, you can click the ‘New invoice’ button to create an invoice or a credit note.
Creating sales invoices is available starting from the Lucy Invoicing subscription.
You can search among existing customers or create a new customer directly from this screen. Customer details can always be modified.
The invoice number is generated when finalizing the invoice. Lucy determines this based on the settings.
Customer reference
is a required field and must be included in a UBL invoice. You can enter an order number or a PO number here.
- The payment reference (structured communication) is generated when the invoice is finalize.
- The invoice date is automatically set to the current date but can be adjusted.
- The due date is automatically filled in based on the settings.
- You can select one or more sales items, and you always have the option to edit any field. You can also add a new sales item, but it will not be saved in the list of existing sales items.
- It is currently not possible to add a negative line to your invoice. However, you can create an item with a negative amount and add it to the invoice.
- It is also possible to add an optional description under a sales item.
- Important: At this time, it is not possible in Lucy to mark an invoice as paid. However, this can be indicated in the additional notes field at the bottom of the invoice.
You can always preview how the invoice will look by clicking on the ‘Preview’ tab, where you can also choose between two different layouts.
Once the invoice is ready, you can save it as a draft or finalize and send it.
Draft invoices can be reopened from the main overview to continue finalizing them.
When finalizing an invoice, the following options appear:
- Finalize and send to client
- Finalize and send later
- Save as draft
- Cancel
If you wish to send the invoice later, you can do so from the overview or from the invoice itself.
You have two sending options:
Via Peppol: You can see whether the customer is registered on the Peppol network by the check mark.
Via email: It is also possible to disable this option and send the invoice only via Peppol. In that case, no email message will be sent.
A created invoice is automatically placed in the Lucy Inbox, from where it can be sent to the accountant.
From a finalized and sent invoice, you can perform the following actions:
- Send a reminder
- Duplicate the invoice
- Print the invoice
- Download the invoice as a PDF
- Create a credit note
- Only a draft invoice can be deleted.
