Billing

Billing all in one platform

Invoices, payments, estimates, and deposits

Your team shouldn’t spend hours creating invoices, chasing payments, or manually tracking who owes what. KloudMD Billing handles it all: send branded invoices, collect payments by card or link, provide estimates before treatment, and require deposits before booking. Everything is connected to the patient profile, your pipeline, and your EMR. Patients pay faster. Your team does less.

Branded invoices
sent in seconds

Payments
collected online

Deposits required
before booking

Every transaction
on the patient
profile

Get Paid. Without the Back-and-Forth.

Invoicing

Create branded invoices, send via SMS or email, track payment status, and process refunds, all from KloudMD.

Payments

Save payment methods on file. Send a pay-by-link so patients pay from their phone.

Estimates

Send detailed quotes before treatment. List procedures, pricing, add-ons, and financing options. Estimates can be auto-generated when a patient submits a request through your website widget.

Deposits

Collect credit card info or a deposit before the appointment is confirmed. Reduce no-shows and protect your schedule.

Stop chasing payments. Start collecting them.

Most practices create invoices in one system, process payments in another, and track balances in a spreadsheet. KloudMD puts it all in one place. Create an invoice, send it, and the patient pays online. Provide estimates before treatment without doing a thing. Collect deposits and/or card info before scheduling so no-shows don't cost you. Every transaction logs to the patient profile automatically. No chasing. No confusion. No separate billing tool.

INVOICING

Professional invoices sent, tracked, and paid.

Create invoices in seconds, send them by SMS or email, and get paid without a single follow-up call. KloudMD invoices are branded to your practice, trackable in real time, and connected to the patient profile. You see who's paid, who hasn't, and who's overdue, all from one dashboard. Process refunds when needed without switching tools.

Create in Seconds

Select the patient, add line items, and send. Pre-populated with your services and pricing. No manual formatting. No blank templates.

Branded PDF Invoices

Books directly into your EMR, not a lead form, a real appointment. Checks live provider availability, matches patients to the right provider by specialty, and location.

Send via SMS or Email

Books directly into your EMR, not a lead form, a real appointment. Checks live provider availability, matches patients to the right provider by specialty, and location.

Real-Time Tracking

Books directly into your EMR, not a lead form, a real appointment. Checks live provider availability, matches patients to the right provider by specialty, and location.

Refunds

Books directly into your EMR, not a lead form, a real appointment. Checks live provider availability, matches patients to the right provider by specialty, and location.

Recurring Invoices

Books directly into your EMR, not a lead form, a real appointment. Checks live provider availability, matches patients to the right provider by specialty, and location.

Payment Reminders

Books directly into your EMR, not a lead form, a real appointment. Checks live provider availability, matches patients to the right provider by specialty, and location.

PAYMENTS

Patients pay how they want. You get paid faster.

KloudMD accepts credit and debit card payments, all logged in one place. Save patient payment methods on file for faster checkout and future visits. Send pay-by-link texts so patients can pay from their phone in two taps. No card terminal headaches. No separate payment processor. Every transaction connects to the patient profile and your billing dashboard.

Credit Card Payments

Accept all major credit and debit cards. Payments processed securely within KloudMD. PCI-compliant.

Cash & Check Logging

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Saved Payment Methods

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Pay-by-Link

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Payment History

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Automatic Receipts

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ESTIMATES

Patients know the cost before they commit.

KloudMD Estimates let you send detailed quotes before the patient books or arrives — listing every procedure, pricing, add-ons, and available financing options. Estimates can even be auto-generated when a patient submits a request through your website widget.

Auto-Generated from Website Widget

Patient submits a request through your website widget, asking about a service? KloudMD auto-generates an estimate based on your configured pricing and sends it — no staff needed.

Detailed Quotes

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Procedure Pricing

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Financing Options

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Patient Approval

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Estimate to Invoice

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DEPOSITS

Collect before they book. Protect your schedule.

No-shows cost you money. KloudMD Deposits let you require a credit card on file or a deposit payment before the appointment is confirmed. Patients are more committed when there's skin in the game. Your schedule is protected. And if they don't show, you're covered.

Credit Card on File

Require patients to save a card before their appointment is confirmed. No card, no booking. Secure, encrypted, PCI-compliant storage.

Deposit Collection

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Configurable by Appointment Type

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Integrated with Scheduling

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No-Show Protection

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Billing that's connected to your
patients, not a separate tool.

Patient context

Invoicing

Payments

Estimates

Deposits

No-show fees

Reminders

Integration

Other Billing Tools

KloudMD Billing

Billing data synced with your EMR.

Payments, invoices, and balances stay in sync between KloudMD and your EMR. No double-entry. No mismatched records. One billing system connected to everything.

See if your Electronic Medical Record (EMR)
Integrates with our System (CRM)

Every appointment, whether booked online, by AI, or by your staff, syncs to your EMR in real time. No double-entry. No mismatched calendars. One booking, everywhere.

Get Paid faster. Chase less.
Protect your schedule.

Invoices, payments, estimates, and deposits: all in one platform, all connected to your patients, your schedule, and your EMR. No separate billing tool. No chasing.

Billing all in one platform

Get Paid. Without the Back-and-Forth.

Professional invoices sent, tracked, and paid.

Patients pay how they want. You get paid faster.

Patients know the cost before they commit.

Collect before they book. Protect your schedule.

Billing that's connected to your patients, not a separate tool.

Billing data synced with your EMR.

See if your Electronic Medical Record (EMR) Integrates with our System (CRM)

Get Paid faster. Chase less. Protect your schedule.

Billing that's connected to your
patients, not a separate tool.

See if your Electronic Medical Record (EMR)
Integrates with our System (CRM)

Get Paid faster. Chase less.
Protect your schedule.