What the client sees

Understanding what your client receives helps you anticipate questions and polish first impressions. This page describes the invoice email from the client’s point of view, step by step.

Email arrival

The email arrives in the client’s inbox with:

Sender — your business name (for example “SupaDupa Inspection”) followed by your professional email.
Reply-to — your Lumos login email. When the client clicks Reply, their reply comes directly to you.
Subject — by default “Invoice — {{ Property Address }}” (the full property address).

Header in your image

When opening the email, the client sees at the top your logo centered on a colored line (your brand’s accent color). This personalized header immediately signals trust and professionalism.

Email body

Below the header, the text you have configured in your invoice email template (chapter 11.3):

A greeting.
A reminder of the inspection (address, date).
The total amount taxes included.
A payment invitation with the expected terms.
An invitation to ask questions.
Your signature (name + business).

It is short and clear text, designed to be read in a few seconds.

The invoice rendered in the email

Below the email body, Lumos displays the invoice directly in the email (not just as an attachment). The client sees:

The invoice header with your logo, the word INVOICE, and your business identity.
The BILL TO block with their name and email.
References (Invoice #, Contract #, Date).
The items table with quantity, unit price, and total.
Tax calculations (GST, QST, or equivalents).
The TOTAL in bold.
Your GST / QST / NEQ numbers in the footer.

This inline presentation lets the client understand the invoice at a glance, without having to open an attachment or download a file.

Attachments

Below the rendered invoice, the client finds the attachments in classic format:

Invoice.pdf — the PDF identical to what they saw inline, that they can download for their archives.
Any other project document you chose to include (performance attestation, seller’s declaration, etc.).

The Lumos footer

At the very bottom, a small unobtrusive mention: “This email was sent via Lumos Inspection.” This is the only Lumos presence in the email — your branding dominates everything else.

How the client pays

No Lumos payment page is offered. The client pays through the means you indicate in your payment instructions:

Interac e-Transfer to the address you have configured (for example payment@supadupa.com).
Bank transfer based on the details you have communicated.
Cash on inspection day or at report delivery.
Cheque to your business order, if you accept it.

The client acts in their banking app or in person, outside Lumos. Once the payment is made, you confirm it on your side (bank notification, e-transfer accepted, cash received) and you mark the invoice as paid in Lumos (chapter 11.5).

Reply ability

The client can reply directly to the email to ask a question or confirm a payment. The reply arrives in your Lumos login email. Lumos does not (yet) provide an integrated messaging channel on the invoice side — post-send communication remains on your email.

If the client does not pay

Lumos does not send automatic reminders. If the deadline exceeds your policy:

Resend the email via the paper plane icon on the inspection page (chapter 11.5).
Contact the client directly by phone or another channel.
Adapt your communication based on your usual follow-up policy.