Create Customer

Modified on Thu, 4 Dec at 11:55 AM

Every user who has access to the Lucy environment can add customers by clicking the “+ New Customer” button.

The following screen will open, allowing you to add all the customer’s details. You can search by name or VAT number. This is linked to the KBO (Belgian Business Register). When selecting a customer, Lucy will automatically fill in the remaining fields with the information retrieved from the KBO.

By clicking ‘Next’ in the bottom right corner, you will be taken to the next screen, where you can enter the customer’s details. This does not yet give the customer access, but it does link them to the file.

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

Once a customer has been created, they will appear in the overview with the status ‘Created’. At this point, you cannot delete the created customer or modify their contact details yourself. For any changes, you will need to contact Support.

Through the following screen, you have the option to set up the following:

Connect to the accounting software via Integrations – this allows documents to be sent to the accounting software. It is possible to link only one accounting software per customer.
Here, you can configure the email address of the accounting software and enable the option to send 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.

Here are the existing Lucy integrations:

Admisol
Clearfacts
Exact Online
Exact Online NL
Lyanthe
Octopus
Scan Sys
Winbooks
Wings
Wolters Kluwer
Yuki
Zenvoices

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

You can add to the list of allowed senders for your customer.