This article explains how your customers can view, update, and manage the payment methods saved to their account, as well as understand which subscriptions and payment plans are charged to each card.
The Billing tab has been redesigned to provide greater clarity for customers with multiple saved cards and subscriptions. These updates are gradually rolling out and you can expect to see them in your account soon if you don't have access already. To view details of the previous Billing experience, Learn More.
Accessing Billing Settings
To manage their payment methods, customers must first log in to their account on your site. Billing settings can be found at: <yoursite.mykajabi.com>/settings/cards>
Log in to your site.
Click the User menu in the top-right corner.
Select Settings.
Click Billing.
Note: The Billing tab may not appear if the customer was granted the Offer, purchased the Offer using PayPal, or if the active subscription was processed through a payment processor that has since been detached (such as a disconnected Stripe or PayPal account).
Subscriptions purchased through PayPal must be managed within the customer’s PayPal account.
If a payment processor is detached, card management must be handled by the site owner in Kajabi or directly in Stripe.
Manage Card Payments
The Manage Card Payments area shows all saved cards on the customer’s account, grouped by payment method.
Each saved card displays:
All subscriptions and payment plans currently using that card and not fully canceled
Status indicators for subscriptions or payment plans that are pending cancellation, paused, or trialing
Upcoming charges and dates associated with that payment method
This view allows customers to immediately see which card is being charged for each subscription or payment plan.
Update the Card on File
Customers can manage how their subscriptions are billed using the options available within Manage Card Payments. Depending on their goal, they may update card details, switch which card is used for a subscription or payment plan, or remove a card that is no longer needed.
Edit Card
The Edit option replaces the selected card with updated card details. This means the existing card on file is overwritten rather than creating a new saved card.
To edit a card:
Go to Billing.
In Manage Card Payments, locate the card tied to the subscription(s).
Click Edit.
Enter the updated card information.
Click Update Card to save the changes.
When a card is edited, all subscriptions and payment plans currently using that card will continue to charge the updated card details.
Change Payment Method
The Change payment method option allows customers to switch which saved card is used for a specific subscription or payment plan.
To change the payment method for a subscription:
Go to Billing.
Locate the subscription under its current card.
Click the (⋯) menu next to the subscription.
Select Change payment method.
Choose another saved card, or add a new card.
Confirm the change.
All future payments for that subscription will be billed to the newly selected card.
Note: Saved cards from Stripe and Kajabi Payments are not interchangeable. Customers can only select cards that belong to the same payment processor as the subscription.
Remove Card
The Remove option allows customers to delete a saved card from their account.
A card can only be removed if no active recurring payments are tied to it. If a card is currently being used for an active subscription or payment plan, it cannot be removed. If the Remove option is unavailable, it means the card has active recurring payments and must first be replaced with another payment method.
To remove a card:
Go to Billing.
In Manage Card Payments, locate the card you want to remove.
Click Remove.
Confirm the removal.