Integrations · Xero
Your accountant keeps their system.
Prefer your invoices to live in Xero? Raise them there directly, from inside Jump. The practice works in one system, the books stay where your accountant expects them, and nobody re-types an invoice to make that true.
14:04 · emailed with payment link
14:19 · payment link opened by patient
against this invoice
How it works
Appointment to the books.
The charge is decided in Jump. Where the invoice lands is a setting, not a re-entry job.
- 01Invoice raised from the appointmentadmin or clinician
- 02Raised directly in Xeroautomatic
- 03Your accountant works in Xeroaccountant
Card payments still run through Stripe; Xero is about where the invoice itself lives.
What the connection does
One less system to re-type into.
Connected from the App Store against your own Xero organisation.
- 01Invoice into XeroRaise invoices in Xero without leaving the patient record.
- 02Your own Xero organisationThe connection is yours; Jump does not sit between you and your accountant.
- 03No double entryThe invoice is created once, from the appointment it belongs to.
- 04Billing rolesAdmin staff run billing without clinical-record access; permissions are role-based.
- 05Connection healthAn expiring authorisation shows as action needed in the App Store, with the fix path on the card.
Setup and security
Setup time
Under 10 minutes, with your Xero login
Security
- Authorised by you and revocable from either side
- Reauthorisation prompts appear before the connection lapses
Requirements
- A Xero organisation
- An admin user in Jump to authorise the connection
Common questions
Questions, answered.
What practices ask about running their books on Xero. If yours is not here, ask us on a demo call.
Related
The rest of the money stack.
Xero is where the invoice can live; Stripe is how it gets paid; and invoicing is where the charge is decided.
See an invoice land in Xero.
Thirty minutes with your own fee list and your own Xero organisation: appointment, invoice, books.