Through Profile, you can set the language in which you want to work with Lucy. However, this setting does not determine the language used for the invoices created in Lucy. The language of the invoices is determined by the language set for your customer.
Through Settings, you can configure several general parameters, add users, set up integrations, and choose your Lucy subscription. Click on the name of your environment in the top-right corner and then select the “Settings” button.
General
Under the 'General' tab, you can add a logo to your Lucy environment. This logo can be replaced or removed at any time. Additionally, you have the option to set or adjust the display name and legal name as needed. The VAT number cannot be changed or removed; for modifications, please contact the support team. At the bottom of this tab, you can also find your company's address details.
Peppol activation
Under this tab, you can activate your Lucy domain on the Peppol network. Here, you have the option to receive and/or send Peppol e-invoices through Lucy.
If your company registration number is already registered for receiving e-invoices via another access point on the Peppol network, you will receive the following error message.
You can unsubscribe your company from the Peppol network at any time via Lucy by disabling the registration again.
Note: During the trial period, you can already register on Peppol to receive or send Peppol invoices. Your company will then be officially registered on the Peppol network. Invoices you send via Peppol will be transmitted through Peppol, provided your customer is already registered on Peppol.
Accountancy
Under the 'Accountancy' tab, you can check if the connection with your accountant is correct and since when it has been active. If your accountant has registered your file in Lucy, this data is automatically filled in. By enabling the 'Send documents automatically' option, all documents in your inbox will be automatically forwarded to your accounting package.
If you have registered your company yourself via Self-onboarding, you can select your accountant here. If you are not working with an accountant, you can set your own company as the accountant. This is essential to ensure that documents are automatically forwarded to your accounting integration, provided you have enabled this option.
Users
Under the “Users” tab, you can find an overview of all users who have access to your Lucy account. By clicking “+ Invite User”, you can create and invite a new user. Adding an additional user is only possible with Lucy Business and Lucy Business Pro, at a monthly cost of 2.50 euros per month.
After the new user has been invited, they will receive an invitation email.
As soon as the new user logs in to Lucy, their status will change to “Active.”
Integrations
Under the 'Integrations' tab, you can connect to your private email address or another package. These destinations automatically appear in the multisender. The available integrations with accounting packages are not visible to entrepreneurs whose files are registered by the accountant in Lucy. This is because the accountant is responsible for setting up the integration with your accounting package.
If you have registered your company through Self-onboarding, the available integrations with accounting packages will also be visible. In this overview, you can see the available integrations, which you can click on to find more information and the necessary steps.These are the existing integrations: Clearfacts, Exact Online, Lyanthe email, Octopus, Winbooks, Exact Online NL, FTPS, Yuki, Wings, Zenvoices.
If Lucy doesn't have an existing integration with your accounting software, it's always possible to set up an email integration, provided that the accounting software has an email address to which you can forward your documents.
Documents
Under the “Documents” tab, you can create rules for automatically sending purchase invoices to specific destinations.Invoice settings
Under the 'Invoice Settings' tab, you have the option to fill in general information regarding the creation of your sales invoices. Here you can find: the invoice logo, IBAN number, default values, additional information (website, email, phone number), the email address customers can reply to, the general terms and conditions, and the email template. At the bottom of this tab, you can activate automatic reminders.Subscription
Finally, under the 'Subscription' tab, you can choose your Lucy plan. The different Lucy subscriptions are as follows: Lucy Inbox (not available through Self-onboarding), Lucy Invoicing, Lucy Business & Lucy Business Pro.
Through “Compare Plans”, you can easily compare the different subscriptions to help you choose the one that best fits your needs.
You can activate the desired subscription and finally make the payment via the 'Pay Now' button.
If your accountant pays for your plan, you can select the desired plan via the 'Change' button.
Important: During the trial period, it is not possible to select and pay for a paid plan. This will only be possible at the end of the trial period.