What the client sees
Understanding what your client receives helps you anticipate their questions. This page describes the invoice email and the invoice in the portal, from the client’s point of view.
The email arrives
When you click Make available in the portal, the client receives an email with:
- Sender — your company name, from Lumos’s sending address.
- Reply-to — the email of your profile (Settings → Profile). When they click Reply, the answer comes straight to you.
- Subject — by default “Your invoice is available — property address”, editable before sending.
The header in your branding
At the top, your logo on a coloured rule. That header immediately signals trust and professionalism.
The body of the email
The text of your invoice email template (chapter 11.3), as you reviewed it before sending: greeting, inspection reminder (address, date), total amount taxes included, payment terms, an invitation to ask questions, your signature. Then the mention of the available invoice and the Open my client portal button.
No attachment: the invoice is not in the email, it is in the portal. That is deliberate — the portal always shows the latest version, and the client finds all their documents in one place.
The invoice in the portal
The button opens their client portal (no account to create). The invoice shows under Your documents with the Available badge; View opens the PDF, the download icon saves it. The PDF carries your logo, the word INVOICE, the BILL TO block, the references (Invoice #, Contract #, Date), the items, the taxes, the TOTAL and your GST / QST / NEQ numbers.
There is nothing to sign: the invoice is read, downloaded, paid.
How the client pays
Lumos offers no payment page. The client pays through your payment instructions: Interac transfer, bank transfer, cash on inspection day, cheque. Once the payment is made, you see it on your side and mark the invoice as paid in the Document Center (chapter 11.5).
Asking a question
The client can reply to the email, or use Contact the inspector in their portal (free subject and message): you receive the message by email and your reply reaches them directly.
If the client does not pay
Lumos does not remind about an invoice automatically. Depending on your policy: resend the email with Make available again, or contact the client directly.