> ## Documentation Index
> Fetch the complete documentation index at: https://help.kajabi.com/llms.txt
> Use this file to discover all available pages before exploring further.

<AgentInstructions>

## Submitting Feedback

If you encounter incorrect, outdated, or confusing documentation on this page, submit feedback:

POST https://help.kajabi.com/feedback

```json
{
  "path": "/articles/sales/kajabi-payments/how-to-set-up-and-manage-subscriptions-and-payment-plans-with-kajabi-payments",
  "feedback": "Description of the issue"
}
```

Only submit feedback when you have something specific and actionable to report.

</AgentInstructions>

# Set up and manage subscriptions with Kajabi Payments

> Create, manage, and cancel subscriptions and payment plans using Kajabi Payments.

You can create, manage, and cancel subscriptions and payment plans using Kajabi Payments.

<Note>
  **Note:**
  Kajabi Payments is currently only available to Heroes whose businesses are registered in the United States, Canada, Australia, the United Kingdom, and select European countries.
</Note>

To learn more about Buy Now, Pay Later methods with Kajabi Payments, see [Buy Now, Pay Later methods with Kajabi Payments](/articles/sales/kajabi-payments/buy-now-pay-later-methods-with-kajabi-payments).

## Supported subscription and payment plan features

Subscription and payment plan features that are currently supported with Kajabi Payments include the following:

* [The ability to configure trials and set up fees](/articles/sales/offers/how-to-customize-your-setup-fee-text)
* The ability to do full or partial refunds of subscription or payment plan transactions
* The ability to send receipts
* [The ability to cancel a subscription](/articles/sales/subscriptions/pause-or-cancel-a-subscription)
* [The ability to pause a subscription](/articles/sales/subscriptions/pause-or-cancel-a-subscription)

## Set up a subscription or payment plan with Kajabi Payments

### Create a subscription with Kajabi Payments

1. Open the **Sales** tab from the Dashboard
2. Click **Pricing**
3. Select the **Offer** you wish to edit or [create a new one](/articles/sales/offers/create-an-offer)
4. Select the **Pricing** tab
5. For Payment Type, choose **Subscription**
6. Add a **Trial Period** (optional) and/or a **Setup fee** (optional)
7. Navigate to the **Payment Providers** section
8. Select **Kajabi Payments** from the dropdown menu
9. Click **Save** to apply your changes

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  <iframe src="https://fast.wistia.net/embed/iframe/tzc3xjfknu" allow="autoplay; fullscreen" allowFullScreen className="w-full h-full" />
</div>

Kajabi Payments supports payment plans, allowing you to accept monthly payments for your product(s).

### Create a payment plan with Kajabi Payments

1. Open the **Sales** tab from the Dashboard
2. Click **Pricing**
3. Select the Offer you wish to edit or [create a new one](/articles/sales/offers/create-an-offer)
4. Select the **Pricing** tab
5. For Payment Type, choose **Payment Plan**
6. Enter a **Payment amount** and **Number of Payments**
7. Add a **Trial Period** (optional) and/or a **Setup fee** (optional)
8. Navigate to the **Payment Providers** section
9. Select **Kajabi Payments** from the dropdown menu
10. Click **Save** to apply your changes

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  <iframe src="https://fast.wistia.net/embed/iframe/mdk85uqm80" allow="autoplay; fullscreen" allowFullScreen className="w-full h-full" />
</div>

## Refund and send receipts for a subscription or payment plan transaction

### Perform a full or partial refund

1. Open the **Sales** tab from the Dashboard
2. Select **Payments** from the Sales tab
3. From the Payments page, select **Transactions** to be taken to the Transactions page
4. Search or filter to find the customer's transaction that you want to refund. [Learn more](/articles/sales/kajabi-payments/transactions).
5. Once you have found the payment you wish to refund, select the **...** button for **More Actions**
6. In the More Actions drop-down menu, select **Refund**
7. Enter your **Refund amount** and select a reason (optional) for your records
8. Press **Refund** to complete the Refund process

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  <iframe src="https://fast.wistia.net/embed/iframe/jj3o80xvgm" allow="autoplay; fullscreen" allowFullScreen className="w-full h-full" />
</div>

### Send a receipt for subscription transactions

1. Open the **Sales** tab from the Dashboard
2. Select **Payments**
3. Click **Transactions**
4. Search the email of the **Customer** you wish to refund
5. Open the **More Actions Menu** `…`
6. Select **Send Receipt**

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  <iframe src="https://fast.wistia.net/embed/iframe/rg5jju6hwk" allow="autoplay; fullscreen" allowFullScreen className="w-full h-full" />
</div>

## Edit individual subscription or payment plan price

Edit an individual subscription price or payment plan directly through Kajabi with Kajabi Payments:

1. Open the **Sales** tab from the Dashboard
2. Click **Payments**
3. Select **Subscriptions**
4. Click the **subscription amount** for the customer you wish to edit
5. Use the **More Actions Menu** `…`
6. Select **Update Subscription**
7. If you are increasing the subscription price, you must check the **I agree to provide customers with adequate notice of price changes as required by law.** box to continue
8. Click **Save** to save your changes

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</div>

<Note>
  **Note:**
  When increasing a subscription price, you may be required to inform your customer about this change. Follow all applicable laws and regulations. The price change will go into effect at the next scheduled subscription date. If the price is changed 1 day before the next scheduled payment, the changes may not apply to that payment. The minimum amount required for all payments is \$0.50.
</Note>

## Update the billing date for subscriptions and payment plans

If a customer requests to move or pause the billing date for their Subscription or Payment Plan, you can easily make that change using Kajabi Payments.

Learn more about [updating billing dates, including tips and limitations](/articles/sales/kajabi-payments/how-to-update-the-billing-date-for-kajabi-payments-subscriptions-and-payment-plans).

## Cancel a subscription or payment plan

Canceling payments from the Purchase Information page on Kajabi will end the subscription or payment plan and revoke product access immediately for payments processed through Kajabi Payments.

### Cancel payments and product access

1. Open the **Sales** tab from your Dashboard
2. Select **Payments**
3. Click **Subscriptions**
4. Open the **More Actions** menu (…) for the subscription you wish to cancel
5. Click **Cancel Payments**
6. Select the date to cancel payments and access:
   * **End of the Current Billing Period**
   * **On a Custom Date**
   * **Cancel Now**
7. Click **Cancel Payments** to confirm

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  <iframe src="https://fast.wistia.net/embed/iframe/yjx65z385j" allow="autoplay; fullscreen" allowFullScreen className="w-full h-full" />
</div>

If you have questions or run into issues, reach out to [payments.support@kajabi.com](mailto:payments.support@kajabi.com).
