Invoice archive and historical access

Lumos keeps all your issued invoices for the lifetime of your account. This page describes where to find them, how to navigate your archives, and best practices to ensure solid accounting follow-up.

Access by project and inspection

Each invoice stays attached to the inspection in which it was created and to the parent project. To find an invoice, you go through:

Projects in the main sidebar.
The relevant project (by address, number, or via search).
The associated inspection.
The inspection page, which shows the invoice below the signed quote.

On the inspection page, the eye icon on the invoice line opens the PDF in a new tab for viewing or downloading.

No consolidated multi-project page

As with agreements and quotes (chapter 10.7), Lumos does not today offer a transversal view that would group:

All your issued invoices over a period.
All your unpaid invoices.
All your paid invoices and total billed.
A view by client.

Access remains by project and inspection. For an overall view, you browse the list of your projects or export the data to your accounting system.

Status and filtering on the projects side

The Projects page offers filters and search to find a project:

By address of the property.
By client name.
By status (In progress, Completed, Archived).
By date of inspection or creation.

Once the project is found, you access the inspection and its documents.

Retention and duration

Lumos keeps your invoices for the lifetime of your account. As long as your subscription is active:

The PDFs remain accessible via the eye icon on the inspection page.
The statuses (Sent, Paid) are preserved.
The history of modifications is not exposed, but the current version always is.

Backup best practices

Lumos is your live source, but a copy outside Lumos secures your accounting:

Systematic download

Download the PDF of every issued invoice and keep it in your usual archiving system:

Annual accounting folder (Drive, Dropbox, local folder).
Accounting software (QuickBooks, Sage, Acomba).
Paper file if you still keep manual accounting.

Parallel payment tracking

The “Paid” status in Lumos is useful for quick tracking, but more rigorous accounting follow-up goes through:

Reconciliation with your bank statement or e-transfer log.
A client file in your accounting software.
A receivables list updated monthly.

Backup before modification

Before modifying an already-sent invoice, download the current version. Lumos does not keep version history of the invoice — modification overwrites the previous one.

Year-end export

For year-end fiscal close, you will browse the year’s projects and download each invoice. Lumos does not (yet) offer bulk export or automatic annual statement generation. If you have significant volume, your accounting software is the appropriate tool for consolidation.

Current limitations

To set your expectations:

No consolidated multi-project view of invoices.
No bulk PDF export.
No history of an invoice’s modifications.
No automatic “Late” status.
No direct integration with external accounting software.

A centralized invoice management page is on the list of possible evolutions, with no committed timeline.