Table of contents
- Welcome to Lucy
- What exactly do you get with Lucy?
- What is important before you switch?
- How does the switch work?
- Your first steps in Lucy!
- What about your Teamleader One account?
- Questions?
Welcome to Lucy
Great to have you switching from Teamleader One to Lucy! Lucy is a software platform specialised in receiving and sending electronic invoices. With Lucy, we provide a direct Peppol connection for your business, so you comply with the new legislation.
On this page, you'll read how your switch works, what exactly is transferred and how to get off to a smooth start in Lucy.
What exactly do you get with Lucy?
You use our extensive Lucy Business Pro plan at no extra cost until the end of your current Teamleader One subscription. If that subscription ends earlier, you still get at least 30 days from your switch, so you can try out all the features at your own pace. After that, you choose the Lucy subscription that suits you. If you don't make a choice, your Lucy subscription simply ends.
Curious about what exactly your Lucy Business Pro subscription includes? You can read all about it on our website, but here are a few highlights:
- Recurring invoices: you set up your sales invoice once, and Lucy does the rest.
- Pay incoming invoices straight from Lucy with a QR code.
- Working with your accountant. Lucy sends your documents to your accountant through an integration with the accounting package or by email.
- And much more!
What is important before you switch?
A few minutes of preparation make the switch a lot smoother. That way, you'll find everything in Lucy straight away.
- Check your data: make sure your company details and customer details in Teamleader One are complete and correct.
- Finish unfinished invoices, drafts and open quotes, because they are not transferred.
- Do you use foreign currencies? Creating invoices in a foreign currency isn't possible in Lucy yet. In that case, contact Teamleader One support first, before you switch.
If you can, switch in the first half of December. That leaves you time to check everything calmly before the end of the (financial) year. Above all, choose a quiet moment, because during the switch you temporarily can't work in Teamleader One or Lucy.
How does the switch work?
You start the switch yourself, with a single click. After that, everything happens automatically. In early December, you'll receive an email with a button to start your switch. With that click, you give permission to transfer your data to Lucy and you accept the terms and conditions of Lucy, offered by Yuki Works NV.
Your data is then transferred, which can take anywhere from a few minutes to a few hours. During that time, you can't work in Teamleader One or in Lucy, and Peppol will be temporarily unavailable. But what about your incoming invoices? Don't worry: they are placed in a queue and come in as soon as the switch is complete.
As soon as the switch is complete, you'll receive an email to set your password. You can then get started in Lucy right away! Please note: the switch is final. After it, you can no longer actively work in Teamleader One. Your account does remain available for consultation for another 30 days. You can read more about this below, in the section “What about your Teamleader One account?”.
Your first steps in Lucy!
Your password is set and you can now log in to Lucy for the first time. On your first login, you'll get a short tour of the software. That way, you can check everything right away and complete the final settings.
The following will already be ready for you in Lucy:
- Your user and company details;
- Your Peppol registration;
- Your customers and items;
- Your documents and invoices, including payment status;
- Your invoice and quote numbering;
- Other sales settings.
Important: only the email integration with your accountant is transferred. Does your accountant already work with Lucy? Then you can look them up and connect with them directly, and ask your accountant to set up the integration you want.
That's it, you can now get started in Lucy! Good luck!
What about your Teamleader One account?
After your switch, you can still view Teamleader One in read-only mode for 30 days, which means you can no longer change or send anything there. After that, your data in Teamleader One is deleted in line with the Teamleader One agreement.
Questions?
You may well find the answer quickly on our FAQ page. Can't find your question there? Then contact the Teamleader One support team for questions about the switch, or the Lucy support team for all your questions about Lucy.