Billing & Payments

Kalix will streamline your in-house billing process, making the creation & tracking of client invoices, payments, superbills, and insurance billing incredibly easy.

Start My Free Trial

Hassle-Free Billing

Stay organized and in control of your business finances. Kalix’s billing functionality saves time and money while providing the tools you need to run your private practice smoothly.

Kalix automates many of the tedious tasks associated with billing, from generating invoices & receipts to issuing superbills & keeping track of insurance payments. This frees up your time so that you can focus on delivering quality care to your clients.

Kalix’s easy-to-use platform makes it simple for clients to pay their bills online so that you can get paid faster. When it comes to billing, Kalix has you covered.

  • Invoices, receipts & superbills
  • Inbuilt CPT, HCPC & ICD-10 Diagnosis codes
  • In-person & online credit card charging
  • Insurance claims & ERA payment posting
  • Automated payment reminders
  • Customizable billing & payment reports

Bill Like a Pro

Invoices & Receipts

Kalix instantly creates invoices by automatically inputting & completing the information for you. You can then charge clients’ credit cards on file or request payment online.


Generating superbills doesn’t need to be complicated. Kalix produces detailed & professional superbills in a flash with all the information required to help your clients get reimbursed quickly.

Insurance Billing & ERA

Submit insurance claims with a click of a button, and receive back payment information, adjustments, and final claim status. View rejections and resubmit claims with ease.


Generate reports to view the amount billed for, payments received and the outstanding amount owing within a selected time period, at a specific location, for a particular clinician, or from a certain payer.

Integrated Insurance Billing

Kalix’s insurance billing solution saves time & gets you paid faster. Kalix automatically pulls information from your clients’ profiles, appointments & intake forms to autogenerate CMS 1500 forms, helping eliminate redundant data entry.

Send insurance bills to the clearinghouse Office Ally with a click of a button, and receive back payment information, adjustments, and final claim status. View rejections and resubmit claims with ease.

  • Require clients to input insurance details on appointment scheduling
  • Receive all the insurance info you need through online forms & agreements
  • Allow clients to upload front & back photos of their insurance card easily
  • Automatically save client insurance information to their profile for future use
  • Autogenerate primary & secondary claims for paper or electronic submission
  • Automatic Electronic Remittance Advice (ERA) payment posting
  • Collect copays or denied claims payments by charging saved client credit cards

Full of Features

Simplify the billing process and improve your bottom line. Kalix is the perfect solution for busy healthcare professionals who want to save time on billing. Our software is easy to use and customize, so you can create invoices, superbills & receipts that look exactly how you want them to.

  • Custom Bill Templates

    Add your practice logo and decide what information to include on bills, superbills, & receipts.

  • Billing Items

    Create your own billing items, including procedures, services, products, packages & gift certificates.

  • Taxes

    Easily set up custom tax rates on products & services. Enter the percent & Kalix calculates the tax amount.

  • Security Share Invoices & Receipts

    Share invoices & receipts with clients or third parties at the touch of a button using text message or email.

  • Merge Outstanding Bills

    Combine all a client's outstanding invoices into a single statement with the click of the mouse.

  • Automated Payment Reminders

    Kalix automatically sends out text messages or emails to remind & request the payment of unpaid invoices.

Painless Payments

Kalix integrates with the popular payment solutions Stripe and Square. Connect your existing Stripe or Square account to Kalix for seamless credit card charging. If you are not set up with Stripe or Square, you can also create a new account from Kalix.

  • Upfront Payments

    Clients can pay for appointments ahead of time when booking through online scheduling integrated with your website.

  • Save Credit Cards to File

    Collect credit card details as part of the onboarding process (online forms & scheduling) & save them to file for future use.

  • In-Person Payments

    Accept payments in person using a USB card reader plugged into your smartphone or tablet or through manual card entry.

  • Online Payments

    Charge previously saved credit cards or share invoices through email or text message for online payment.

  • Credit, Debit, & HSA/FSA Cards

    Accept payments from credit, debit, HSA & FSA Cards. Payments are deposited directly into your bank account.

  • Refunds (Coming Soon)

    Process full and partial refunds for paid invoices. Clients receive refunds back onto their charged card.

PCI Compliant Credit Card Charging

Payment Card Industry (PCI) compliance refers to the standards to protect credit card data developed and managed by the PCI Security Standards Council.

Kalix never stores credit card information directly. When clients enter their credit card details into Kalix, they are actually saving them directly to our third-party providers – Stripe or Square. Both Stripe and Square are certified as PCI Service Providers Level 1 – this is the most stringent level of certification available in the payments industry.

Explore Our Other Features

Kalix everything your practice needs in the one place, taking care of practice management so you can focus on what really matters—client care.

  • A patient and dietitian shaking hands

    Client Management

    Access client files from any internet-connected computer or device, whether in the office, at home, or on the go.

  • Appointment & Task Management

    Flexible calendars & task management Kalix keeps you organized in all areas of your practice.

  • person looking at a computer displaying a calendar

    Online Scheduling

    Kalix’s online scheduling allows you to accept bookings 24/7 without the need for admin staff. All bookings sync with your Kalix calendar, client profiles, billing, and messaging.

  • Telehealth & Webinars

    Kalix's HIPAA compliant virtual meeting & webinar solution allows you to easily connect online with individual clients, families, and groups.

Free One
Month Trial

Whether you’re a solo or group practice, Kalix offers the right practice management solution and pricing plan that works best for your organization. With no commitments, no contracts, and free-to-cancel anytime, we help you scale your business at a cost that meets your needs.

Try it Now & See the Difference