Taking Payment

Last updated: 16 April 2026

Taking Payment

Jump supports several ways to collect payment from patients, all powered by Stripe.

The most common method. When an invoice is sent to the patient, they receive an email containing a secure payment link:

  1. The patient clicks the link in their email
  2. They are taken to a Stripe Checkout page
  3. They enter their card details and pay
  4. The invoice is automatically marked as paid in Jump

Payment links expire after 24 hours. You can generate a new link from the invoice detail view if needed.

Saved Payment Methods

If a patient has previously saved a card, you can charge it directly:

  • Select Charge automatically as the collection method when creating an invoice
  • The saved card is charged immediately when the invoice is finalised
  • 3D Secure authentication is handled automatically if required

Patients can manage their saved payment methods through the patient portal.

Stripe Terminal (In-Person)

For practices with a card reader, you can take payment in person:

  1. Open the invoice or payment screen
  2. Select the connected terminal reader
  3. The reader prompts the patient to tap or insert their card
  4. Payment is processed and the invoice is updated automatically

Terminal readers are configured in your organisation's Settings under the Stripe section.

Recording an External Payment

If a patient pays by bank transfer, cash, or another method outside of Stripe:

  1. Open the invoice detail view
  2. Click Record Payment
  3. Enter the amount received and select the payment method
  4. Add optional notes
  5. The invoice is updated to reflect the payment

Partial Payments

Patients can make partial payments against an invoice. The remaining balance is tracked automatically, and the invoice status updates to reflect the outstanding amount.

Refunds

To refund a payment:

  1. Open the invoice or payment detail
  2. Click Refund
  3. Choose a full or partial refund amount
  4. Provide a reason
  5. The refund is processed through Stripe and the invoice status updates accordingly

Patient Portal

Patients can view their invoices and make payments through the self-service patient portal, which provides:

  • A list of outstanding and paid invoices
  • Secure online payment via Stripe Checkout
  • Saved payment method management

Tip: For appointment types that require payment upfront, you can configure automatic invoice creation during booking so patients pay at the time of booking.