How to View Kajabi Payments Payouts and Payout Details

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:

• From the Kajabi Dashboard, select Sales-Payouts
• 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 to a new bank account to receive your balance. 

Viewing Payout Details

You can view a breakdown of each payout by clicking on the Payout Details Page for records with a "Paid" status. This page provides an itemized view of all transactions included in the specific payout, including fees, refunds, and any adjustments made. Hover over each fee under the Payout Details to see the exact charges applied to a transaction.

Payout Types and Adjustments:

A payout consists of multiple factors that contribute to the total amount you receive, including Sales, Refunds, and Adjustments.

• Sales: Successful transactions from your customers, including:
  • Subscriptions 
  • Payment Plans
  • One-time purchases
• Refund: Amounts refunded to your customers.
• Adjustment: Additions or deductions to your Kajabi balance that occur outside the standard charge/refund process
• Dispute Fee: A withdrawal of the dispute fee when a payment is disputed by your customer. Learn more about how Kajabi Payments handles disputes.
• Payment_refund:  A withdrawal of the total disputed transaction amount when a payment is disputed by your customer. Learn more about how Kajabi Payments handles disputes.
• Payment: A returned amount if a dispute is resolved in your favor.

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:

• From the Kajabi Dashboard, select Sales-Payouts
• 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:

Note:

Updating or Adding a Bank Account for Payouts

Adding Multiple Bank Accounts

Heroes in Canada, the United Kingdom, and select European countries can add additional bank accounts for different currencies. The bank accounts you connect determine how payments are processed, where payouts are sent, and when currency conversions occur.

At this time, Heroes in the United States and Australia can only connect one bank account.

Updating Your Bank Account

To update bank account(s):

• From the Kajabi Dashboard, navigate to the Sales tab and then select Payouts.

• Select Manage next to your current bank account.

• Update your bank account details as needed: 

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!