Creating an Invoice

Last updated: 16 April 2026

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.

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.