Every user who has access to the Lucy environment can add customers by clicking the “+ New Customer” button.
- Create client
- Customer Status
- Invite the Customer and Activate the Peppol Connection
- Change Contact Person
- Integration with Accounting Software
- Allowed Senders
- Invoice Settings
Create client
The next screen opens where you can add all the customer's details. You can search by name or VAT number. This is linked to the KBO. When selecting a customer, Lucy will fill in all other fields with information retrieved from the KBO.
By clicking 'Next' at the bottom right, you will proceed to the next screen, where you have the opportunity to fill in the customer's details. The customer does not have immediate access yet but is linked to the file.
The next step shows a summary where you have the option to create the customer.
Customer Status
Each customer is assigned a status in your list, depending on the actions taken.
Created
Once a customer is created, they receive the status 'Created' in the overview.
Invited
When a customer receives an invitation email, they are assigned the status Invited. The link in this email is valid for 21 days. After this period, you can send a new invitation to the customer by clicking the Resend button.
Active
When the customer activates the file via the link in the invitation email, the file receives the status Active. At the moment the customer activates their file, the 30-day trial period begins. During the trial period, the customer is automatically placed on the Lucy Business Pro and can use all functionalities.
Invite the Customer and Activate the Peppol Connection
You can invite the customer to grant access, and from this overview, you can check or uncheck Peppol via Lucy for receiving and/or sending invoices.
Change Contact Person
To modify the contact information of the person you just created, go to the Users tab. By selecting the "Replace" option, you can edit the contact person's details. Important: this option only works for a new user.
Integration with Accounting Software
In the following screen, you have the opportunity to set up the following:
- Connect with accounting software through Integrations so that documents can be sent to the accounting software. It is possible to connect with one accounting package.
- Here you can set and enable the email address of the accounting package to send documents in UBL if available.
These are the existing Lucy integrations:
- Admisol
- Clearfacts
- Exact Online
- Exact Online NL
- Lyanthe
- Octopus
- Scan Sys
- Winbooks
- Wings
- Wolters Kluwer
- Yuki
- Zenvoices
Allowed Senders
You can add to the list of allowed senders for your customer. Add allowed senders to the whitelist to ensure that only the addresses set here can send documents to your customer's Lucy inbox.
Invoice Settings
In the invoice settings, you can help your customer configure the necessary options to start invoicing in Lucy.
