FAQ: switching from Teamleader One

Modified on Fri, 13 Nov at 4:29 PM

Table of contents



General


1. What changes for me, and what is Lucy?

Teamleader One is being discontinued, and you can easily switch to Lucy. Like Teamleader One, Lucy is e-invoicing software for self-employed people. Thanks to the close collaboration between Teamleader One and Lucy, the switch is made easy for you.


2. Why is Teamleader One taking this step?

We want to give you the best tool to manage your invoicing and administration. Lucy can do everything Teamleader One can, and more. From now on, new features will also be built in Lucy, so you benefit from them straight away.


3. When will I receive the email to switch?

In early December, you'll receive an email with all the steps. That email contains the button you use to start your switch to Lucy with a single click.


4. When can I switch, and until when can I keep using Teamleader One as usual?

You can switch from early December. You decide when, up to and including 4 February 2027. Until you switch, Teamleader One works just as you're used to. Our tip: switch in the first half of December if you can. That leaves you time to check everything calmly before the end of the (financial) year.


5. What if my Teamleader One subscription ends less than a month after I switch?

You'll still get time to discover Lucy. You can use Lucy Business Pro free of charge for at least 30 days from your switch, even if your Teamleader One subscription ends earlier. After that, you choose the Lucy plan that suits you.


6. What happens if I don't want to switch to Lucy?

You're not obliged to switch to Lucy. You can cancel your Teamleader One subscription and choose another software package. You can then keep using Teamleader One up to and including 4 February 2027, as long as you have an active subscription.

  • Does your current subscription end before 4 February 2027? Then you can use Teamleader One until the end of your subscription period.
  • Does your current subscription run beyond 4 February 2027? Then you can use Teamleader One up to and including 4 February 2027, and you'll receive a pro rata credit for the remaining prepaid period.


7. What happens if I don't switch to Lucy in time?

Teamleader One offers you the option to switch voluntarily. If you haven't switched by 4 February 2027 at the latest, your current subscription stops after that day and you can no longer actively work in Teamleader One. If your subscription runs beyond that date, you'll receive a pro rata credit for the remaining prepaid period.
You can still request or export your data free of charge for 30 days after 4 February 2027. After that, it is deleted in line with the Teamleader One data processing agreement.
Your Peppol registration with Teamleader One is disconnected, so you can register with another provider.


8. I'm currently trying out Teamleader One. What now?

Then start a free trial of Lucy right away via this link. That way, you can discover everything Lucy has to offer for 30 days.



The switch and your data


9. How do I start the switch and how long does it take?

In early December, you'll receive an email with a button to start your switch. One click on that button means you agree to the move and to Lucy's terms and conditions. Your data is then transferred, so you don't lose any valuable time.
During the switch, you temporarily can't work in Teamleader One or Lucy. As soon as the switch is complete, you can carry on in Lucy, where you'll be guided through checking the final details.


10. What happens at the moment of the switch? Can I still do anything in Teamleader One afterwards?

Your data, documents and invoices move to Lucy, so you can carry on working there straight away. After that, you can still consult Teamleader One in read-only mode for 30 days. Your data is then deleted in line with the Teamleader One data processing agreement.


11. Which data is transferred? How do I check that everything came across correctly?

We plan to transfer your company details, customer list, products, invoices and expenses to Lucy. Open drafts and quotes are not transferred, so it's best to finish them before you switch. After your switch, you can still consult Teamleader One for a while, so you can calmly compare whether everything came across correctly.


12. Do I have to keep my invoices and other documents myself?

Yes. You remain responsible for keeping your invoices and other documents for the legally required retention periods. So make sure you have a copy of everything you need before your access ends. If you switch to Lucy, the documents you created in Teamleader One are transferred to Lucy, so you can keep consulting them there.


13. Can I go back to Teamleader One after the switch?

No, the switch is final. That's why you can still consult Teamleader One for 30 days after your switch.


14. What if I'm in the middle of invoicing, or the switch fails?

Choose a moment when you're not creating invoices, ideally before the start of the new financial year. Something went wrong? Then the Teamleader One support team will help you further.




15. What happens to my Peppol registration?

Your Peppol registration is taken over. Peppol may be temporarily unavailable during the switch.


16. What happens to open invoices and drafts?

Existing invoices are transferred, but unfinished invoices and drafts are not. So finish them before you start the switch.


17. Are my quotes transferred too?

Open quotes are not transferred. Finish them before the switch, or create them again in Lucy to follow them up there.


18. Can I send and receive e-invoices via Peppol with Lucy?

Lucy complies with the European e-invoicing standard and sends and receives invoices via Peppol.



Costs and subscription


19. Does the switch cost anything? What do I pay until the end of my current subscription?

The switch is free. Until the end of your current subscription, you pay nothing extra to use Lucy Business Pro. After that, you choose the Lucy plan that suits you. If you don't choose one, your Lucy subscription ends.


20. Which Lucy plan do I get and what does it include?

You use Lucy Business Pro, a more extensive plan than the one you have today, at no extra cost until the end of your current subscription and for at least 30 days from your switch.
View the details of the Lucy Business Pro plan here.


21. What happens when my current subscription ends?

You use Lucy Business Pro at no extra cost until the end of your current Teamleader One subscription, and for at least 30 days from your switch. After that, you choose the Lucy plan that suits you. If you don't choose one, your Lucy subscription ends.


22. I've already cancelled my Teamleader One subscription. Do I also get access to Lucy?

Yes. You can use Lucy Business Pro at no extra cost until the end of your paid period, and for at least 30 days from your switch, even if your subscription ends earlier. Want to keep using Lucy after that? Then choose the plan that suits you.



Working with Lucy


23. What extra can I do in Lucy? Do some things work differently?

Lucy lets you do more than Teamleader One. You set up recurring invoices once, and Lucy does the rest. You make payments directly in Lucy, for one invoice or several at once. You pay an incoming invoice straight away with a QR code that Lucy generates for you. And you send files to multiple recipients in one go.

Lucy does look different from Teamleader One, so some things are in a different place or work slightly differently. Don't worry: we make sure you can find everything in your account right away. You can already find more details on this support page.


24. Can I create invoices in a foreign currency in Lucy?

This isn't possible in Lucy yet. Do you use foreign currencies in Teamleader One today? Then contact the Teamleader One support team before you switch.


25. Can I add extra users and use Lucy on my smartphone?

Yes. With Lucy Business (Pro), you can add extra users to the same account for a fee. With the mobile version, you can for example take a photo of a receipt and upload it straight away.


26. How do I work with my accountant?

Lucy connects with more accounting packages than Teamleader One, and those integrations are stronger too. Does your accountant work with Lucy? Then you can select and connect them directly when we help you get started in Lucy.


27. Where can I go with questions or for help?

Do you have questions about Teamleader One or your switch? Then contact the Teamleader One support team. Once your switch to Lucy is complete, the Lucy support team is happy to help you with any questions about Lucy.