The Create the final invoice flow

This page describes step by step the path to creating and sending a final invoice, from the + Create the final invoice button on the inspection page to the email send confirmation. The flow has two steps.

Start the flow

On the inspection page, as soon as the quote is signed, the + Create the final invoice button appears at the bottom of the documents block. Click to open the modal.

The Create the final invoice modal opens, divided into two steps accessible via the Next button.

Step 1 — Items, taxes, and attachments

Items

Items carried over from the signed quote are pre-displayed:

• Description — for example “Pre-purchase inspection”.
• Unit price ($) — line amount.
• Trash icon on the right — to remove a line.

The + Add an item button lets you insert a new line:

• Choose an inspection type from the dropdown (fed by your configured services).
• Enter a unit price.

You can also modify existing amounts if the scope of the mandate has evolved (an additional service to bill, for example).

Automatic calculations

Below the items list, Lumos automatically displays:

• Subtotal — sum of unit prices.
• GST / QST or equivalent taxes depending on your province (based on your business address).
• Total.

Attachments

Three distinct sections:

• Final invoice (PDF) — always included. The checkbox is read-only (you cannot uncheck it) since the invoice is the main document.
• Include performance attestation — optional checkbox to add the page “Performance attestation of an inspection of a primarily residential building”.
• Attach project documents — each document uploaded to the project appears with a checkbox. The + Add a document button lets you upload a new one immediately.

Send by email

The Send by email box is checked by default. If you uncheck it, the invoice will be created and archived without being sent — useful if you have already transmitted the invoice through another channel and you just want to record it in Lumos.

Click Next to move to the email composition.

Step 2 — Email composition

The email editor appears, pre-filled from your invoice email template configured in Business Configuration > Quote & Invoice.

Fields

• To: client’s email (retrieved from the project contact or editable).
• Subject: by default “Invoice — {{ Property Address }}” (for example “Invoice — 3669 Rue Orléans, Brossard, QC, J4Y 2M1”).
• Email body — text pre-filled with resolved variables. You can freely edit the content before sending.

Attachments

The Invoice.pdf attachment appears automatically, plus any optional document checked in Step 1.

Orientation note

At the bottom, Lumos reminds you: “This email is generated from your default template. Edit in settings” with a direct link to Business Configuration > Quote & Invoice.

Send

The Send button confirms the dispatch. The email goes to the client and the invoice moves to the Sent status on the inspection page.

Cancel or go back

At any time, the Cancel button closes the modal without creating anything. At Step 2, the ← arrow at the top left returns to Step 1 without losing your changes.

After sending

The inspection page updates immediately. A new line appears under the signed quote, with:

• The invoice total amount.
• The Sent status.
• The invoice number (which uses the inspection number, for example Invoice #INS-20260407-007-2).
• Five action icons on the right (see 11.5 Manage an issued invoice).

See also

• 11.0 Overview
• 11.2 Invoice PDF contents
• 11.5 Manage an issued invoice
• Business Configuration > Quote & Invoice — your default templates