Lucy invoicing - Add clients

Modified on Fri, 18 Apr at 1:49 PM

Creating invoices is possible from the subscription 'Lucy invoicing'.

To prepare, you can follow the steps outlined below.

Once everything is set up, you can start creating invoices. More information can be found on this page: Lucy invoicing - Create Sales Invoice

On this page, we will discuss how to add clients.

Under tab 'Clients' you can find an overview of all clients en you have the possibility to create a new client. This can be done in two different ways: you can add them manually or import via a CSV file.

By clicking on 'Create new client' a screen will open where you can manually add clients by searching on the name or VAT number. Afterwards, Lucy fills in the other fields automatically. Here you can choose for 'Company' or 'Individual'.

The import of clients can be done via a default CSV format. Choose the option 'Import clients' and click afterwards on 'Example template' to download the file. By clicking on the button 'Continue', you get the chance to upload the file.

After uploading the file, you can click on 'Validate' to check all the imported clients. If necessary, you can edit something via the edit button. After checking everything, you click on 'Validate' and afterwards on 'Import'. You can always go back to the previous step with the button 'Back'.