Invoices and marking paid
Switching the document type to invoice and the paid status.
Invoices in Jeanus are just quotes with a different label. Everything you know about quote building applies - line items, tax, terms, sending flow. The differences are on the recipient side.
Switching document type
Every quote has a document type dropdown at the top. The options are Quote, Proposal and Invoice. Switching to Invoice changes the header wording, the accept button (which becomes Pay), and the tone of the reminder emails.
Marking an invoice paid
If Stripe is connected and the customer pays through the pay button, the invoice is marked paid automatically. If they pay by bank transfer or cheque, mark it paid manually from the invoice detail page.
Recurring invoices
Turn on recurring from the invoice detail. Pick a frequency (weekly, monthly, quarterly), an end condition (never, after n invoices, or on a specific date), and Jeanus generates and sends the next invoice on schedule. You can edit or pause the recurrence at any time.
Overdue and reminders
Reminder cadence lives in Settings > Invoicing. The defaults are polite reminders at 3 days, 7 days and 14 days overdue. Payments made through Stripe cancel the reminder chain automatically.