Overview
If an Affiliate purchase occurred but was not tracked, you can manually create a transaction to appear in the commission records.
Manual transactions may be needed for compensating affiliates for untracked sales, addressing special cases, or providing bonuses.
How to manually add an Affiliate Transaction
Manually add an Affiliate Transaction to record anything from missed reports to awarding affiliate bonuses. Keep in mind that manually added transactions cannot be deleted once created:
Additionally, manually added transactions will not display as conversions on the affiliate's dashboard; they are visible only to site owners in Kajabi's affiliate reports.
Open the Sales tab from your Dashboard.
Click Affiliates.
Click My Affiliates in the top menu.
Select your Affiliate's Name.
Click New Transaction in the top right corner.
Complete the New Affiliate Transaction form.
Attach the transaction to an existing Offer, enter a specified Commission amount, and include a reason for the manual add.
Click Save to keep your changes:
When completing the New Affiliate Transaction form, ensure the following fields are filled accurately:
Select the Offer purchased by the referral.
Choose the Currency for the transaction.
Enter the Commission amount or Percentage for the affiliate.
Mark the Transaction Status as "Due" (for future payment within Kajabi) or "Paid" (if processed outside Kajabi).
How to view a manually added transaction
Manually added Affiliate Transactions will appear in your Affiliates report when viewing by affiliate.
The reports include transaction details such as the reason for the transaction (e.g., manual), commission information, and associated customer details.
Note: These transactions are only visible to site owners and do not impact affiliates' performance metrics.