FAQ Lucy for entrepreneurs

TABLE OF CONTENTS

• Can invoices be paid in bulk?
• Can I prepare an invoice in foreign currency?
• Can I place a QR code on my sales invoice?
• How can I add a negative invoice line?
• How can I change the invoice numbering? 
• How can I send a sales invoice to multiple email addresses? 
• My documents are not getting through to my accounting software via Lucy. What is a possible cause of this?
• Where can I find my Lucy email address?
• Can my accountant see all the documents in  “Company Documents”?
• How long can I join a free Trial version?
• Can I delete an incorrect document?
• Why are there also sales invoices in my inbox of “Pay to suppliers”?

Can invoices be paid in bulk?

• The Lucy Business Pro subscription allows you to bundle invoices into one SEPA bulk file. You can submit this file to the bank for processing. 

Can I prepare an invoice in foreign currency?

• Currently it is not possible to create an invoice in foreign currency in Lucy. 

Can I place a QR code on my sales invoice?

• It is not possible in Lucy to place a QR code on the sales invoice. 

How can I add a negative invoice line?

• You cannot add a negative invoice line. Alternatively, you can create an item with a negative amount and add it to the invoice. 

How can I change the invoice numbering? 

• The invoice numbering must be set before the first invoice is created. Afterwards, it cannot be changed. A prefix, such as the calendar year or a text, and a start number can be set. This start number is automatically adjusted when new invoices are created. We are investigating how this can become customizable in the future.

How can I send a sales invoice to multiple email addresses? 

• It is not (yet) possible in Lucy to send an invoice to multiple email addresses. 

My documents are not getting through to my accounting software via Lucy. What is a possible cause of this?

• If an integration has been made between Lucy and an accounting software, but the documents are not coming through, this could possibly be caused by the fact that the document type has not been defined in Lucy. You can see whether or not the document type has been recognized by the icon below. For purchase invoices this will be an icon with an arrow pointing downwards, for sales invoices an arrow pointing upwards. If this icon is not there, you will have to enter the document type yourself to have the invoice flow through to the accounting package.

Where can I find my Lucy email address?

• Your Lucy inbox has its own email address that you can find via “Documents” > “Accounting” > “Forward documents from your mailbox”.

Can my accountant see all the documents in  “Company files”?

• The documents listed under “Company files” are not all visible to your accountant. The purpose of this option is to ensure that you can use Lucy as a portal to place business documents on one cloud as well. This is only accessible to you as a business owner. Documents that you put in the vault will be viewable by you and your accountant, however. 

How long can I join a free Trial version?

• At the start-up of Lucy you have four weeks free access to all functionalities.

Can I delete an incorrect document?

• If the document has already been sent to your accounting software (status “Sent”), it is no longer possible to delete it in Lucy. The drafts and finalized documents can be deleted via the Lucy inbox or via the Invoicing tile. You do this by clicking on the three dots below and then choosing “Delete”

Why are there also sales invoices in my inbox of “To pay to suppliers”?

• We understand that this can cause confusion, but this is how the Lucy inbox works. This is where you will find both your purchase invoices and sales invoices.