Learn to view and track your payouts with Kajabi Payments.
In this article:
- Receiving Payouts
- How to View Your Payouts
- Viewing Payout Details:
- How to Export Payout Details
- How to Update My Payout Schedule
- How to Update My Bank Account
- What Happens if my Kajabi Payments Balance Goes Below Zero?
Receiving Payouts
To receive funds from Kajabi Payments, payouts are made directly to your bank account.
You can view your current balance, the status and date that you expect to receive your next payout, and more on the Kajabi Payments Payouts Page.
Learn more about payout timing, transaction delays, failed payouts and more here.
How to View Your Payouts
To see your Kajabi Payments Payouts, follow these simple steps:
- Navigate to Payments from your Kajabi Account.
- Then, click View payouts to access your Payouts page.
- Here, you can see recent payouts in the Overview and access a complete list of all your payout records by toggling to All payouts in the top navigation menu:
Payout status
With Kajabi Payments your payouts can have the following statuses:
- Paid - The payout has landed in your bank account.
- In Transit - The payout is on its way to your bank account.
- Failed - the payout was unsuccessful, and you might need to connect a new bank account to receive your balance.
Viewing Payout Details:
You can get a breakdown of each payout by clicking on the Payout Details Page for records with a "Paid" status. This view includes a breakdown of each transaction included in the specific payout, including the fees, refunds, and any adjustments made. You can hover over each fee under the Payout Details to see the fees charged for that transaction.
How to Export Payout Details
You have the option to either individually export a single payout or bulk export your payouts within a specified timeline. You can choose between exporting a summary of these payouts or an itemized report that includes individual fee breakdowns for each transaction.
To export the transaction details for your payout, follow these simple steps:
- Navigate to the Payments page in your Kajabi Account.
- Then, click View payouts to access your Payouts page.
- Click on the Export button.
- Choose whether you'd like to export a summary of all your payouts within the specified date range or select an itemized report that includes all payouts and transactions within the specified date range.
- Summary Payouts Export includes:
- Payout ID
- Initiated date
- Estimated arrival
- Gross
- Fees
- Refunds
- Adjustments
- Net
- Currency
- Itemized Payouts Export includes:
- Payout ID
- Initiated date
- Estimated arrival
- Amount
- Currency
- Fee
- Net
- Customer ID
- Customer Name
- Customer Email
- Offer ID
- Offer Title
- Provider
- Payment Method
- Created At
- Coupon Used
- Presented Amount
- Presented Currency
- Exchange Rate
- Quantity
-
Select the date range, click Export, and then your export will be sent to you via email:
How to Update My Payout Schedule
You can find your current Payout schedule on the Payouts Page.
To change your payout schedule, follow these steps:
- Navigate to Payments from your Kajabi Account.
- Then, click View payouts to access your Payouts page.
- Select Update next to the Payout schedule.
- Choose the Frequency you’d like to receive payouts (e.g., weekly or monthly).
- For weekly or monthly schedules, select the desired day for payouts.
How to Update My Bank Account
To edit your bank account from the Payouts page:
- Navigate to Payments from your Kajabi Account.
- Then, click View payouts to access your Payouts page.
- Next, select Manage next to the Bank Account you currently have listed:
What Happens if my Kajabi Payments Balance Goes Below Zero?
Occasionally, you may need to process refunds or you may receive a chargeback after a payout has been initiated, causing your Kajabi Payments balance to drop below zero.
Any incoming sales will go towards bringing your Kajabi Payments balance back up, but if it is still negative when your next payout is scheduled to transfer, Kajabi may initiate a balance adjustment from your connected bank account to cover the deficit.
And that’s how you can view and manage your Kajabi Payments Payouts! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!