Settings for entrepreneurs

Through the Settings you have the ability to set some general parameters, add users, define integrations and choose your Lucy subscription. Click on the name of your environment in the upper right corner and click on the 'Settings' button.

• General

Under tab 'General' you have the possibility to add a company logo to your Lucy environment. In addition, you can set or change the display name, legal name and VAT number if needed. At the bottom of this tab you can also find the address details of your company. 

• Peppol activation 

Under tab 'Peppol Connection' you can activate your Lucy domain on the Peppol network. Here you have the possibility to receive and/or send Peppol e-invoices via Lucy. 

In case your company number is already registered to receive e-invoices via another access point on the Peppol network, you will receive the error message below. 

• Users

Under tab 'Users' you can find an overview of the different users having access to your Lucy domain. Via '+ Invite user' you can create a new user. 

After inviting the new user, he will receive an invitation e-mail. As soon as the new user logs in to Lucy, his status will be “Active”.

• Integrations

Under tab 'Integrations' you have the possibility to link with your accountancy software and/or email address. In this overview you see the available integrations which you can click on to find more information and the necessary steps. 

For example, if you link with Yuki, then you can use Lucy to link with your Yuki domain as this information is retrieved via the API. 

These are the existing integrations: Wolters Kluwer, Exact Online, Exact online NL, FTPS, Syneton DMS and Yuki.

• Documents
  Under tab 'Documents', you can add rules for automatically sending purchase invoices to specific destinations.

• Invoice creation
  Under tab 'Invoice creation' you have the possibility to fill in general information regarding the creation of your sales invoices. The following items can be found here: invoice logo, IBAN number, default values, additional information (website, e-mail, phone number), terms and conditions and the e-mail template. At the bottom of this tab you can activate automatic reminders.

• Subscription
  Under tab 'Subscription' you can choose your Lucy plan. The different Lucy subscriptions are as follows: Lucy Inbox, Lucy Invoicing, Lucy Business & Lucy Business Pro.
  
  Via 'Compare Plans' you can compare the different subscriptions to make your choice easier. 
   

Using the “Change” button, you can activate the desired subscription and pay.