Managing Products and Prices

Last updated: 2 September 2026

Products are the billable items you add to invoices - consultations, procedures, lab tests, and any other service your practice offers. Products and their prices are stored in Stripe and synced with Jump.

Browsing Products

You can search your product catalogue when creating an invoice or from the product search component:

  • Search by name - type to filter products in real time
  • Favourites - mark commonly used products as favourites for quick access
  • Recent clinical events - products linked to recent consultations and appointments are surfaced automatically

Creating a New Product

To add a product to your catalogue:

  1. Open the product search (e.g. when adding a line item to an invoice)
  2. Click Create Product
  3. Enter the product details:
    • Name - the display name (e.g. "GP Consultation")
    • Description - optional additional detail
    • SNOMED Code - optional clinical coding for the product
  4. Add at least one price:
    • Amount - the unit price
    • Currency - defaults to your organisation's currency
    • Nickname - optional label for different price tiers (e.g. "Standard", "Concession")
  5. Save the product

The product is created in Stripe and available immediately for invoicing.

Price Tiers

A single product can have multiple prices. This is useful when you charge different rates for the same service:

  • Standard and Concession pricing
  • Insurance vs Self-pay rates
  • Follow-up vs Initial consultation rates

When adding a product to an invoice, you select which price tier to use.

Quick Products

If you need to add a one-off item that does not need to be saved to your catalogue:

  1. When adding a line item, enter a custom description and amount
  2. Leave the Save to library option unchecked
  3. The item appears on the invoice without being added to your permanent product list

If you do check Save to library, the product is created in Stripe for future use.

Tip: Mark your most-used products as favourites so they appear at the top of the search results when creating invoices.

Default category for lab products

When a test is ordered from a lab catalogue, Jump adds it to your product list automatically so it can be invoiced. You can choose the category those products are filed under, once, and every product Jump mints from a lab catalogue is filed there.

Go to Apps → Default apps → Lab Provider and set Default Lab Product Category. You can pick a category you already use or type a new one.

If you leave it unset, lab products arrive uncategorised — nothing is filed into a category you did not choose. Changing it affects products created after the change; products already in your list keep whatever category they have.

Finding and restoring an archived product

An archived product does not appear in your Products list by default. If a product you expect to see is missing, it has most likely been archived — sometimes on the Stripe side rather than by anyone at the practice.

To find it, open Settings → Products and use the Status chip on the filter bar. Choosing Archived shows archived products only; you can also include them alongside your active ones. An archived product carries an Archived badge on its row so it is never mistaken for one you can currently order.

To bring it back, open the product and choose Restore in its actions. It returns to your active catalogue straight away, keeping its prices and its invoicing history.

With no status selected the list behaves exactly as it always has and shows active products only.

Taking a product out of use

A product is taken out of use by archiving it. Open the product and choose Archive.

This used to be called Delete. The name changed because deleting was never what happened — a product that has ever been priced or invoiced against cannot be removed, only archived, and archiving is reversible. An archived product leaves your Products list and cannot be added to a new invoice; bring it back with Restore, and it returns with its prices, its category and its history intact.

The product form no longer has an Active toggle. Availability is controlled in one place — Archive and Restore on the Products list — rather than by two controls that could disagree with each other.

Archiving does not change a product's category, so a workflow that runs when an invoice for that category is paid keeps working after a product is archived and restored.

Charging on a cycle

A price can be a one-off amount or it can recur. Set a billing interval on the price - daily, weekly, monthly or yearly - and choose how many of those intervals each cycle covers. A monthly membership is an interval of month with a count of 1; billing every quarter is an interval of month with a count of 3.

Leave the interval empty and the price behaves exactly as it always has: a single charge.

Existing prices were not changed. Everything already on your Products list remains a one-off until someone deliberately gives it an interval.