Create Customer

Every user with access to the Lucy environment can add customers by clicking the "+ New Customer" button.

The following screen opens where you can add all the customer's details. You can search by name or VAT number. This is linked to the CBE. When selecting a customer, Lucy will fill in all other fields with the information retrieved from the CBE.

By clicking the 'Next' button at the bottom right, you will proceed to the next screen where you have the opportunity to fill in the customer's details. This does not immediately grant the customer access, but it links them to the file.

The next step shows a summary where you have the option to create the customer.

Once a customer is created, they will have the status 'Created' in the overview. Through the following screen, you have the opportunity to accomplish the following tasks:

• Establish a connection with the accounting software via Integrations so that the 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 the documents in UBL format if available.

If your Lucy environment is connected to your accounting software via API, you can select the file with which it should be linked.

• You can invite the customer to grant access, and from this overview, you can select Peppol via Lucy for receiving and/or sending invoices.