Create a manual purchase

A manual purchase lets you charge a customer and deliver access to any published offer without sending a checkout link or invoice. Use a card the customer already has on file, or enter new card details, and complete the sale directly from their contact record. The customer receives offer access and a receipt just like a standard purchase.

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When to use a manual purchase

• Close a sale in conversation — A customer agrees to a price on a call, at a live event, or in person, and you complete the purchase on the spot.
• Restart a cancelled subscription or payment plan — Set the customer up again without asking them to check out a second time.
• Move a customer to a different offer — Walk them through the change on a call and charge the card on file.
• Charge an agreed-upon fee — Collect a fee your customer has already agreed to, such as a missed appointment charge, using an offer you have created for it
• Offer custom pricing — Charge a special rate or payment structure for one customer without editing the offer itself.

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Before you begin

• Your site must have an active Kajabi Payments integration. Manual purchases are not available with Stripe or PayPal.
• You need Admin access or higher to create a manual purchase.
• Every manual purchase is tied to an offer, so the offer must be published before you can select it.

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Create a manual purchase

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Start the purchase

1. Open Contacts from your Dashboard
2. Search for and select the customer you want to charge
3. Click More Actions (…) in the top right of the contact page
4. Select Create a manual purchase

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Set the offer and pricing

1. Select an Offer from the dropdown. The price and payment type pre-fill from the offer, and you can change both.
2. Pick a Payment Type:
   • One-time — A single charge
   • Subscription — A recurring charge
   • Payment plan — A fixed number of payments on a schedule
3. Enter the Amount and select the Currency
4. For subscriptions and payment plans, set the billing interval (Week, Month, or Year), the number of payments (payment plans only), and optionally add a Trial period or Setup fee

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Collect sales tax

1. Check Collect sales tax to charge tax on the purchase
2. Confirm the customer’s address in the fields that appear. If the customer has an address stored, the fields pre-fill. Any address you add or update here is saved to the contact.

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Choose a payment method

1. If the customer has a saved card, the purchase defaults to their primary card on file. Click Change to select a different saved card or add a new one.
2. If the customer has no saved card, a card entry form appears and you can enter their card details directly, with the option to save the card for future purchases.
3. Leave Send receipt to customer checked to email the customer a receipt. Uncheck it if you don’t want one sent. This setting applies regardless of your site-wide receipt settings.

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Review and confirm

1. Click **Review **
2. Check the customer name, payment method, and payment details on the review screen
3. Click Confirm to charge the card

You’ll see a confirmation message, and the transaction appears in your Transactions table right away.

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After the purchase

For your customer, a manual purchase works exactly like a standard one. They get access to the offer immediately, receive a receipt unless you unchecked that option, and any automations tied to the offer run as usual. If you ever need to reverse it, refund a manual purchase the same way you refund any other transaction.

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Track manual purchases

Manual purchases appear in your Transactions table alongside your other sales, with a few details that identify how they were created. On the Transaction detail page, the Manually created by field in the Transaction details section shows the email address of the team member who created the purchase. This field only appears on manual purchases, so it’s the quickest way to tell them apart from standard checkout sales. If a manually entered card fee applied to the purchase, it’s included in the Fees line of the Payment summary. Click the info icon next to Fees to see the fee breakdown.  The customer’s purchase record also shows who created the purchase, and your transaction export includes a Manually created by column. The column is populated with the creator’s email for manual purchases and blank for everything else, so you can filter or sort your export to review manual purchase activity.

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FAQs

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Does this work with Stripe or PayPal?

No. Manual purchases are available only with an active Kajabi Payments integration.

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Is there a fee for manual purchases?

There is no additional fee when you charge a card already on file. A small fee applies the first time a manually entered card is used. Once that card is saved, future purchases with it carry no additional fee, and for subscriptions and payment plans the fee applies to the first payment only.  Learn more.

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Will a manual purchase change my offer?

No. Any pricing or payment type changes you make apply to that single purchase. Your offer keeps its published price and settings.

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Why can’t I select one of my customer’s saved cards?

Cards that have been involved in a payment dispute are blocked from manual purchases and appear disabled in the payment method list. Bank payment methods also can’t be used; manual purchases support cards only.

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Why don’t I see the Create a manual purchase option?

The option only appears for users with Admin access or higher on sites with an active Kajabi Payments integration.