Use subscriptions and payment plans to collect recurring payments for an Offer. This article shows you how to review, filter, and export every subscription in one table, then set up, edit, and cancel them. Sections that only apply to payments processed through Kajabi Payments say so in their headers.
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.
To learn more about Buy Now, Pay Later methods with Kajabi Payments, see Buy Now, Pay Later methods with Kajabi Payments.
View subscriptions
The Subscriptions page lists every customer subscription purchase, whichever payment processor handles it. The Payment processor column shows which one.
From the Dashboard, click Sales, then Payments.
Click Subscriptions.
The table includes these columns: Amount, Created, Ends on, Email, Name, Next payment, Offer, Payment processor, and Status. Click an amount to open the subscription's purchase information with options to View subscription, Pause payments, Resume payments, or Cancel payments. To learn more about pausing, see Pause a customer's subscription or payment plan.
Understand subscription statuses
The Status column shows where each subscription stands, for example whether payments are active or paused.
Subscription status | Defintion |
Active | Once the first payment is paid, the subscription moves into an active state. The payment is complete and members have access to their product. |
Canceled | By default, billing will continue until completion or cancelation. A subscription may be canceled automatically depending on automation settings or the payment processor. |
Completed | When the last payment is collected, the multiple payment status changes to 'Completed' |
Past due | When a customer's payment has failed, the status of the subscription will change from Active to Past due. |
Cancels on x date (pending cancelation) | An active subscription is scheduled to to be canceled on a given date. Customer access to products is automatically revoked in Kajabi on the date a subscription is scheduled to be canceled. |
Paused | While the collection is paused, the subscription payment is still considered active. Pausing only affects payments. There is no impact to product access, which must be handled separately using existing methods. |
Filter and search subscriptions
Use the Find box to search subscriptions, or click Filters to narrow the table. You can filter by:
Offer, by searching an offer name or selecting an offer
Currency type
In the last, to limit results to a time period
Payment processor
Status
Coupon used
Click Show results to apply your filters, or Clear all to start over.
Export subscriptions and customize columns
Export subscription records as a CSV file
From the Dashboard, click Sales, then Payments.
Click Subscriptions.
Open the more options (...) menu above the table.
Select Export subscriptions ....
Kajabi starts the export and sends you an email when it's complete. Open that email to download the CSV file.
The CSV file includes these columns:
Kajabi Subscription ID
Setup Up Fee
Amount
Currency
Interval
Type
Status
Trial Ends On
Canceled On
Next Payment Date
Customer ID
Customer Name
Customer Email
Offer ID
Offer Title
Provider
Provider ID
Created At
Coupon Used
Note: If you export subscriptions as an account user other than the account owner, Kajabi notifies the account owner when the owner has chosen to receive data export notifications. Learn how to update email notification settings.
Customize table columns
From the Dashboard, click Sales, then Payments.
Click Subscriptions.
Open the more options (...) menu above the table.
Select Customize columns ....
Reorder the columns or toggle the ones you want to see, then confirm your changes.
Set up subscriptions and payment plans with Kajabi Payments
Kajabi Payments supports the following subscription and payment plan features:
Full or partial refunds of subscription or payment plan transactions
Sending receipts
Create a subscription with Kajabi Payments
From the Dashboard, click Sales, then Pricing.
Select the Offer you want to edit, or create a new one.
Select the Pricing tab.
For Payment Type, choose Subscription.
Add a Trial Period or a Setup fee (both optional).
Go to the Payment Providers section.
Select Kajabi Payments from the dropdown menu.
Click Save.
Create a payment plan with Kajabi Payments
Payment plans let you accept a set number of monthly payments for your Products.
From the Dashboard, click Sales, then Pricing.
Select the Offer you want to edit, or create a new one.
Select the Pricing tab.
For Payment Type, choose Payment Plan.
Enter a Payment amount and the Number of Payments.
Add a Trial Period or a Setup fee (both optional).
Go to the Payment Providers section.
Select Kajabi Payments from the dropdown menu.
Click Save.
Refund and send receipts with Kajabi Payments
Issue a full or partial refund
From the Dashboard, click Sales, then Payments.
Click Transactions.
Search or filter to find the transaction you want to refund. Learn how to search and filter transactions.
Open the transaction's more options (...) menu.
Select Refund.
Enter the Refund amount. You can also select a reason, which is optional and for your records.
Click Refund to finish.
Send a receipt for a subscription transaction
From the Dashboard, click Sales, then Payments.
Click Transactions.
Search for the customer's email address.
Open the transaction's more options (...) menu.
Select Send receipt.
Update a subscription or payment plan price with Kajabi Payments
From the Dashboard, click Sales, then Payments.
Click Subscriptions.
Click the amount for the customer's subscription you want to update.
Open the more options (...) menu.
Select Update subscription.
Enter the new amount in the Set a new price field.
Click Save.
If you're increasing the price, a confirmation message reminds you that you must give customers adequate notice of price changes as required by law. Click Update subscription to confirm, or Go back to make changes.
Note: When you increase a price, you may be required to tell your customer. Follow all applicable laws and regulations. The new price applies from the next payment date shown in the form. The minimum amount for any payment is $0.50.
Change the billing date with Kajabi Payments
Use the same Update subscription form to move a subscription or payment plan's billing date when a customer asks. Learn more about updating billing dates, including tips and limitations.
Cancel a subscription or payment plan
From the Dashboard, click Sales, then Payments.
Click Subscriptions.
Find the subscription you want to cancel and open its more options (...) menu.
Select Cancel payments.
Choose when payments and access end: End of the current billing period, On a custom date, or Cancel now.
Click Yes, cancel payments.
Canceling ends future payments and revokes access to the Offer on the date you choose. It doesn't refund payments already made. To refund a charge, find it on the Transactions page. Learn how to refund customers. To learn what happens after you cancel, see What happens when a customer subscription is canceled.
To remove a customer's access without canceling their payments, see The difference between revoking an offer and payment cancelations.
FAQs
What happens when I pause a subscription?
Pausing immediately stops collecting payments and revokes the customer's access to the Offer. You can pause until you manually resume, or until a date you choose. When you resume, the billing date stays the same as before the pause.
Can I change the billing date and the price at the same time?
Yes. The Update subscription form has both a Set a new price field and a Set a new billing date field. The billing date field is read-only while a subscription is paused or scheduled to be paused.