Creating sales invoices is available starting from the Lucy Invoicing subscription.
In preparation, you can follow these steps:
- Define settings
- Add clients
- Add sales items
Once everything is set up, you can start creating invoices. You can find more information about this on this page: Lucy invoicing - Create Sales Invoice
On this page, we explain how you can add customers.
Under the ‘Customers’ tab, you can view an overview of all customers and have the option to add new ones. This can be done in two ways: you can create them manually or import them using a CSV file.
By clicking on the ‘Create new customer’ option, a window opens where you can manually add customers by searching by name or VAT number. Lucy will then automatically fill in the remaining fields. You can choose between ‘Company’ or ‘Individual’.
Importing customers can be done using a standard CSV format. Select the ‘Import customers’ option and then click ‘Sample template’ to download the file. By clicking the ‘Next’ button, you will be able to upload the file.
Once you have uploaded the file, you can click the ‘Validate’ button to review all imported customers. If needed, you can make adjustments using the pencil icon. After reviewing everything, click ‘Validate’ again and then ‘Import’. You can always return to the previous steps by clicking the ‘Back’ button.