Creating an Invoice

Creating an Invoice

Invoices allow you to bill patients for consultations, procedures, and other services. Each invoice is processed through Stripe and tracked in Jump with a unique Invoice ID.

How to Create an Invoice

1. Open the Create Invoice action (from the command palette, patient record, or after an appointment)
2. Select the patient - search for and select the patient to invoice
3. Add line items - search your product catalogue or enter a custom description and amount
   • Select a price tier if the product has multiple prices
   • Adjust the quantity if needed
   • Add as many line items as required
4. Choose a collection method:
   • Send invoice - emails the invoice to the patient with a payment link
   • Charge automatically - charges a saved payment method immediately
5. Set the due date - when the invoice should be paid by
6. Review and confirm - check the total and click Create Invoice

Linking to an Appointment

Invoices can be linked to an appointment. When an appointment type has billing configured, an invoice may be created automatically during booking, or you can link one manually from the appointment record.

Invoice Statuses

Status	Meaning
Draft	Created but not yet finalised
Open	Finalised and awaiting payment
Paid	Payment received in full
Overdue	Past the due date and still unpaid
Void	Cancelled - no payment expected
Refunded	Full refund issued
Partially Refunded	Partial refund issued

After Creating

Once an invoice is created:

• A Jump Invoice ID is generated for internal reference
• If the collection method is Send invoice, the patient receives an email with a link to pay
• The invoice appears in the patient's billing history and in the Invoices list
• An episode is created in the Inbox to track the invoice lifecycle

Tip: You can void an unpaid invoice at any time from the invoice detail view. For paid invoices, use the refund option instead.

Filtering Invoices

The invoice list now includes improved filtering options:

• Status filter — filter by draft, sent, paid, overdue, or void
• Source filter — filter by how the invoice was created (e.g. manual, pathway-generated)

Use these filters to quickly find the invoices you need. Filters can be combined for more specific results.

TDL Catalogue Search

When adding line items to an invoice, you can now search the TDL (The Doctors Laboratory) test catalogue directly from the product search. This means you can add pathology tests as invoice line items without needing to create them as separate products first.

Simply type the test name in the product search field and matching TDL tests will appear alongside your existing products.

Sending and resending invoices

Once an invoice exists, you can email it to the patient at any time without leaving Jump.

From the invoice sidebar (in the patient record, or on the platform Stripe view), use the Send Invoice or Resend Invoice action:

• On a draft invoice, the action appears as Send Invoice. Confirming finalises the draft and emails the patient in one step.
• On an open invoice, the action appears as Resend Invoice. Use this if the patient says they didn't receive the original email, or if their email address has changed.
• The confirmation dialog shows the address the invoice will be sent to so you can double-check before sending.

Emails are sent via Stripe to the email address on the patient's Stripe customer record. Paid and voided invoices don't show the action.

Editing a draft invoice

Draft invoices can be opened back up and changed before you finalise — useful when you've added an item by mistake, need to adjust quantities or pricing, or want to update the due date or the linked appointment.

From the invoice sidebar (patient record Invoices tab, or the Stripe Apps view), use the Edit Invoice action on any invoice still in Draft status:

• The full-screen Create Invoice flow opens prefilled with the existing line items, due date, appointment, and clinician.
• Update Draft keeps the invoice in draft with your changes saved.
• Finalise & Issue locks the line items, generates the final PDF and invoice number, and emails the patient — in one step.
• The Jump Invoice ID and Stripe invoice ID stay the same, so any links you've already shared with the patient continue to work.

Once an invoice is finalised (Open, Paid, etc.), it's no longer editable — use a credit note or void it and create a new one instead.

Adding £0 line items

You can add line items with a price of £0 to an invoice — useful when you want to itemise a comp / no-charge add-on on the patient's invoice (e.g. a complimentary follow-up, an included supplement, a free test) without changing the total.

Pick a £0 product from the catalogue, enter 0 in the New item form's amount field, or set a custom price of £0 on an existing line. The invoice saves and finalises like any other. Negative amounts and blank prices are still rejected.

Discount codes and memos

Applying a discount code. In the totals area of a new invoice, choose Add discount code. Start typing and pick one of your active discount codes from the list (each shows what it takes off), or type a code in full and press Enter. The discount and the amount off appear on the invoice; remove it with the ×.

Adding a memo. Below the line items, Add a memo (optional) lets you write a short note that appears on the invoice for the customer, in place of the automatic line-item summary.