The Transaction Details page is a unique page created for every transaction that your customers make, allowing you to view all of the meaningful information about a purchase and take action on the transaction if necessary.
On the transaction details page:
View the overview information for the Offer purchased or granted
Review any transaction activity such as refunds, subscription charges, and payments if applicable
View and or send receipts
Edit receipt Contact info
Edit access start date
Revoke all products or individual products
Refund transactions
Manage product access to the list of products that may be included with the offer purchased or granted
Manually cancel any future payments and revoke access from your Customer's Transaction Details page
Respond to disputes if applicable. Explore the Disputes page
Access the Transaction Details page
To view a Customer's Transaction Details Page:
Open the Contacts tab from your Dashboard.
Select the Customer you wish to view.
Click into View More next to "Total Offers" from the Contact Preview.
Locate the Offer you wish to view.
Click View Details to open the Transaction Details Page for the Offer.
Click Transactions tab (only applicable to Subscriptions and Payment Plans):
To access the Transaction Details Page, you will first encounter the Purchases tab. This is a great place to view the at-a-glance information about each Offer Purchase before accessing the Transaction Details page for more info.
The Purchases tab will display:
Offer title
Purchase date
Purchase amount
Subscription status
Access status (if access has been revoked)
Transaction details
View more information about a purchased or granted Offer on the Transaction Details page. The information displayed on this page may slightly differ based on the offer type, whether it's a one-time purchase, subscription, payment plan, invoice, granted offer, etc.
Transaction Details page contents
Customer's Name
Customer's Email
Offer Title and Status: Active, Paid, Completed, Cancelled
Their Kajabi Payments email if applicable
Stripe Customer ID or PayPal Customer ID if applicable
Purchase Date
Access Start Date. Explore access start dates
Access end date (if applicable). To change the access end date, use the Edit access end date option in the More Actions (...) menu.
Price of the Offer when purchased
Coupon code and discount amount, if a coupon was applied to the purchase
Payment exchange rate if purchased via Kajabi Payments
Fees if purchased via Kajabi Payments
Net profit if purchased via Kajabi Payments
Dispute information and status if applicable. Respond to a dispute with Kajabi Payments
Coupons on the Transaction Details page
If a coupon was applied to the purchase, the Transaction Details page shows the coupon code with the discount amount in parentheses. Click the coupon code to open that coupon's detail page.
The page always reflects the coupon as it was at the time of the transaction. If the coupon's code or discount amount was edited afterward, the original code and discount still display here, and the coupon code links to the current version of the coupon.
Bulk coupon codes display an icon next to the code. Hover over it to see which bulk coupon the code belongs to.
If a coupon has been deleted, the code appears grayed out with a tooltip noting the coupon was deleted, and it no longer links anywhere.
One-time payments
If you are viewing the transaction details page for a One-Time Payment purchase, the page will show transaction details, customer details, as well as refund info if the payment has been refunded.
Subscriptions and Payment Plans
Navigating to the transaction details page for a Subscription or Payment Plans purchase will present you with an Overview and Transactions tab.
The Subscription details page will show subscription details and customer details, as well as refund info if any of the subscription payments have been refunded:
The Payment Plans page will show payment plan details, customer details, as well as refund info if any of the payment plan installments have been refunded:
If the purchase is an active Subscription or Payment Plan Offer you can use the "More Actions" (…) menu to update the subscription, pause, or cancel future payments, edit subscription start date, and copy their Kajabi Payments ID:
You can also use the More Actions (...) menu to edit access dates for the customer's transaction:
Edit access start date: Changes when the customer's access begins. Changing the start date does not affect the access end date.
Edit access end date: Changes when the customer's access expires. Use this option to extend or shorten a customer's access without modifying their billing.
To view more in-depth transaction information for a Subscription or Payment Plan purchase:
From the transaction details page, click Transactions.
Locate the transaction you wish to view, then select the "More Actions" (…) menu.
Click view transaction to view more information about that transaction:
You will then be taken to the individual transaction page where you can view more details.
The Transactions tab will record when a subscription payment is successful, for upcoming payments, if a refund is given, failed payments, and the payment exchange rate if applicable.
If you manage transactions from your Stripe or PayPal account, adjusted activity may not be displayed on the Payment Details Page.
Refer to your Stripe or PayPal account for more detailed information about your customer's transactions.
The Transactions page can also be used to resend and edit customer receipts, refund payments, as well as manually retry failed payments if processed through Kajabi Payments.
Granted Offers
The Transaction Details page will vary if the Offer was granted instead of purchased.
Granted Offers will display
Customer Name
Offer Title
Purchase Created Date
Access Start Date
The Payment summary will list the subtotal and total as "free"
For example, a customer with a Granted Offer will display the following information on their Transaction Details page:
Disputed Offers
When a customer files a dispute, an alert will appear on the Transaction Details page, displaying the dispute status. This banner will update as the dispute progresses and is where you can manage and respond to disputes. Respond to a dispute with Kajabi Payments.
To view and manage all disputes in one place, visit the Disputes page.
One-time transaction disputes
Disputes for one-time transactions will be displayed on the Transaction Details page:
Subscription and Payment Plan transaction disputes
To view disputed subscription or payment plan transactions:
Go to the Transaction Details page.
Click Transactions.
Find the disputed transaction, then select the More Actions (…) menu.
Click View transaction to see more details and respond to the dispute.
Products included in an Offer
View the Offer title and review the Product(s) included with the Offer purchased or granted.
In the Products Included section of the Transaction Details Page, view a brief overview of the Product Access Start Date and your Customer's Product Progress:
In this menu, you can choose to revoke all products in the offer, or revoke individual products by using the (…) drop-down menu.
Cancel payments and access
The More Actions menu (…) of the Payment Details Page Overview will vary depending on whether the Offer was purchased or granted.
If the Offer was purchased as a recurring subscription or payment plan you will have the ability to Cancel Payments and Revoke Access directly from the Transaction Details page. Cancel a customer's subscription
However, if the Offer was granted or if the Offer does not contain any future payments (i.e., One-Time Payment Offer) you can Revoke Access to the entire Product offering for the Offer purchased or granted. Revoke Product access from a customer
