Welcome to Lucy! A lot works just as you're used to in Teamleader One, but some things are in a different place or work slightly differently. On this page, you can see for each part what exactly changes and where to find it. Want to know more? Then click through to the related support pages.
You're switching to Lucy Business Pro, our most extensive plan. All the features described below therefore apply to this plan.
Table of contents
How it works in Lucy
Account
- Logging in
- Teamleader One: with your email address and password, or via Google or Microsoft.
- Lucy: always with your email address and password, because logging in via Google or Microsoft isn't possible. As a security measure, you're automatically logged out after 15 minutes of inactivity.
Invoices
- Creating an invoice
- Teamleader One: you add a customer and product lines, with a discount per line.
- Lucy: the same structure. You add legal notices with the clickable chips below the invoice. A negative line, for example for an advance payment, can't be added directly: first create an item with a negative amount and then add it to the invoice.
- Invoice number
- Teamleader One: you set the prefix and the next number in the invoice settings.
- Lucy: you number per period, with a prefix and a 4-digit starting number. Want to number differently? Then add a new period.
- Credit note
- Teamleader One: you create it from the original invoice.
- Lucy: you create it from the invoice or separately. Credit notes have their own numbering, which you can't change.
- VAT status
- Teamleader One: a setting in your company details, with an automatic notice on the invoice.
- Lucy: there is no separate setting. The VAT status follows from the VAT rate you choose on the invoice, or from the legal notice you add with the clickable chips below the invoice. Lucy then automatically puts the matching notice on the invoice.
- Layout
- Teamleader One: you choose the font, colours, positioning and your logo yourself.
- Lucy: you choose from two templates and add your logo and a footer. Further customising the layout isn't possible. If the invoice still has to be paid, the QR code is also added to it automatically.
- Attachments
- Teamleader One: up to 5 files, with a maximum of 10 MB in total (PDF, images, Excel, CSV).
- Lucy: up to 3 PDFs of up to 2 MB each, including your general terms and conditions. Do you have more attachments, or attachments in a different format? Then combine them into one PDF.
- Sending
- Teamleader One: via Peppol or email.
- Lucy: via Peppol, email or both. A green check mark shows whether your customer is registered on Peppol.
- Peppol abroad
- Teamleader One: to companies in Belgium, the Netherlands, France and Germany.
- Lucy: to your customer's GLN number, or directly to foreign customers in France, the Netherlands, Spain and Switzerland. If that isn't possible, send the invoice by email.
- Status messages from your customer
- Teamleader One: you can see when your customer has accepted or paid a Peppol invoice, if their software sends this back.
- Lucy: status messages aren't shown in Lucy yet. You can, however, easily follow up your payments via the payment status of your invoices or via the bank connection.
- Payment reminders
- Teamleader One: automatic, up to 3 levels.
- Lucy: manual or automatic, after the number of days you choose. A maximum of one reminder per day is sent.
- Foreign currencies
- Teamleader One: you add other currencies in your settings.
- Lucy: creating invoices in a foreign currency isn't possible yet. Do you use foreign currencies today? Then contact the Teamleader One support team before you switch.
Quotes
- Converting a quote into an invoice
- Teamleader One: you choose between a full invoice and an advance invoice.
- Lucy: you convert a quote into an invoice with one click. For an advance payment, you adjust that invoice yourself. Quotes are sent by email.
Incoming invoices and documents
- Incoming invoices
- Teamleader One: under Expenses, where you accept or reject Peppol invoices.
- Lucy: in the Inbox, together with your sales invoices. You can also split and merge documents there. Use splitting when one PDF contains several invoices: you turn it into separate documents, one per invoice. Use merging when several files belong to the same invoice, such as an invoice and a separate attachment. If a document comes in twice, it gets a duplicate label. As long as it hasn't been sent to your accountant yet, you can still delete the duplicate.
- Notification of a new Peppol invoice
- Teamleader One: you receive an email telling you a new Peppol invoice has arrived.
- Lucy: Lucy itself doesn't send a notification. Your accountant can, however, set up forwarding of Peppol invoices to your email address. You'll then receive an email for every new Peppol invoice, with the invoice as a PDF attachment if your supplier included a PDF. Working without an accountant? Then log in regularly to check your Inbox.
- Forwarding invoices by email
- Teamleader One: to expense@mail.one.teamleader.eu, for up to 10 trusted senders.
- Lucy: to your own Lucy address (your VAT-number@app.getlucy.ai), for up to 100 authorised senders.
Customers and products
- Customers and suppliers
- Teamleader One: customers and suppliers in one list, with a separate invoicing address if you want.
- Lucy: customers are in a separate list, and Lucy automatically creates suppliers for you based on their invoices. You can set up several Peppol IDs per customer. A separate invoicing address doesn't exist here, so enter the address you invoice to in the customer record.
- Products
- Teamleader One: with name, description, type, internal reference, unit, currency and VAT.
- Lucy: items with name, price, VAT, description and default quantity. Put a unit or internal reference in the name or description.
Working with your accountant
- Connection with your accountant
- Teamleader One: in your settings, you set up an automatic connection with Yuki, Exact Online or via email. You can also send your documents to your accountant manually with the 'Sync with accountant' button.
- Lucy: Lucy can connect with various accounting packages. How your documents reach your accountant depends on whether your accountant works with Lucy. Your documents then go to your accountant automatically or manually.
- Does your accountant work with Lucy? Then your accountant sets up the connection with their own accounting package for you, and you don't need to configure anything yourself.
- Doesn't your accountant work with Lucy? Then you set up the connection yourself by choosing your accounting package's email address under Integrations.
- Access to your account
- Teamleader One: your accountant can view your account via the portal and help you.
- Lucy: your accountant works in their own Lucy portal and sees a copy of your company file there. Only your invoicing and your company documents can't be opened by your accountant.
Payments and export
- Payments
- Exporting
- Teamleader One: you select invoices or expenses and download them as a zip file.
- Lucy: this works the same way: you download all your documents as a zip file (PDF and XML).
What's new in Lucy?
With Lucy Business Pro, you also get plenty of extras:
- Recurring invoices. Set up an invoice once with a weekly, monthly, quarterly, half-yearly or yearly frequency. Lucy prepares and sends them automatically.
- Bank connection via Codabox. Your bank transactions come into Lucy and are automatically linked to your invoices. You see straight away which invoices are paid and which documents are still missing.
- Paying from Lucy. Pay an incoming invoice with a QR code, or several invoices at once with a SEPA payment file.
- Multisender. Send documents to several destinations at once, for example your own mailbox or other software, manually or automatically.
- Approval rules. Have incoming documents forwarded automatically based on supplier and/or amount.
- Searchable archive. Lucy reads your documents, so you can search for words in your invoices and receipts.
- Vault and company documents. Share documents such as your personal income tax return with your accountant in the Vault, and store other company documents in your own folders.
- Overview on your dashboard. You see your outstanding customers and suppliers, overdue payments and your account balances.
- Extra users. Add colleagues for €2.50 per user per month.
- Multiple companies with one login. Do you have more than one business? Then you open them all with the same email address. Each company does need its own subscription.
- On your smartphone. Lucy works in your smartphone's browser. Take a photo of a receipt and upload it straight away, or add a shortcut to your home screen.
Frequently asked questions
- Do my documents go to my accountant automatically? Yes, if you want them to. In Settings > Accounting, turn on the 'Send documents automatically' option. A document is then sent straight away, provided your company file is linked to your accountant and the document has a type (purchase or sales invoice). Want to check everything first? Then leave the option off and send your documents yourself.
- Why can't I delete a document anymore? Once a document has been sent to your accountant, you can no longer delete it or change its type. That way, what you see in Lucy stays the same as what your accountant has. You can, however, easily archive the document.
- Why are there sales invoices in my Inbox? That's normal. The Lucy Inbox contains both your purchase and sales invoices. Only want to see your purchase invoices? Then filter by document type.
- Where can I find my Lucy email address for forwarding invoices? At the top right of your Inbox > Forward documents from your mailbox. First add the addresses you forward from as authorised senders.
- Can I create an invoice with a date in the past? Yes, as long as the date isn't earlier than that of your last finalised invoice. Your invoices must be numbered in a continuous, chronological order. Invoice dates, just like invoice numbers, must go up. So always make sure your invoicing follows the correct timeline.
- My customer is on Peppol, but I can't send via Peppol. What now? Open the customer, click Peppol identifiers, turn on 'Advanced Peppol indicators' and choose the company number as the default Peppol ID.
- Is there an app for Lucy? No, but Lucy works in the browser of your smartphone and tablet.
- How do I add a colleague? Via Settings > Users > Invite User. An extra user costs €2.50 per month.
More questions about Lucy?
Take a look at our FAQ for entrepreneurs or ask the Lucy chatbot your question!