Manage your documents - Video

Modified on Thu, 4 Dec at 12:05 PM

As an entrepreneur, your focus is on your clients and growing your business. However, maintaining good administration is essential. Luckily, Lucy is here to help. With one central inbox, you can manage all your documents quickly, clearly, and securely—anytime and anywhere.


Under the ‘Documents’ tab, entrepreneurs will find an overview of all invoices and business documents, including their status. Documents can be added in several ways:

  • Automatically through Peppol
  • Via a unique Lucy email address
  • Manually uploaded from your computer or smartphone (for instance, using the web app or by scanning a receipt on the go)


Once uploaded, documents can be:

  • Marked as paid
  • Split or merged
  • Moved or deleted


Non-financial documents, such as contracts, insurance papers, and tax files, can also be securely stored within folders. If needed, entrepreneurs can even share these documents with their linked accounting software.


Lucy also makes supplier management easy. As soon as you receive an invoice, the supplier is automatically added to your list. This ensures you always maintain an overview and can easily retrieve supplier information when needed.