Billing & Payments

Invoicing, payments, and billing

11 articles

Setting up and selling patient membershipsVideoBuild the plans your practice offers, decide what members get, and put a patient on one.Choosing which patient details Jump sends to StripeVideoControl which details from the patient record are attached to the invoices and payments Jump raises on your Stripe account.Emailing a receipt to a payerVideoHow to email a patient their receipt — including for invoices paid externally on a card machine, by cash or by cheque.Managing Products and PricesVideoHow to create, search, and manage the products and price tiers used on invoices.Let patients join a membership onlineShare a link and let patients choose a plan and pay for it themselves.Creating an InvoiceVideoStep-by-step guide to creating and sending an invoice to a patient.Taking PaymentVideoThe different ways to collect payment from patients, including online, in-person, and manual recording.Connecting StripeHow to connect your Stripe account to enable invoicing, payments, and product management.Connecting XeroHow to connect Xero for accounting sync, contact management, and invoice creation.Voiding an InvoiceVideoWhen and how to void an unpaid invoice issued in error, and when to use a credit note instead.Tag-Based Pricing OverridesSet different prices on appointment types based on clinician tags, such as charging more for senior clinicians.

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