Learn to view and export detailed payment information about every purchase made on your site.
In this article:
What's New With the New Payments Overview
Kajabi has released a newly designed Payments Overview to help you navigate, view, and analyze your payments faster than ever before.
With this latest update, we have:
- Added new pages to give you more information about your payments: Navigation page, Subscriptions page, and a Multiple Payments page.
- Updated the previous Payments page to the Transactions page.
- Included failed payment notifications.
- Provided an improved method for data visualization to help you view your metrics at-a-glance.
Transactions page (previously referred to as All Payments)
This page will provide a line-by-line report of every transaction associated with the account (Note: This does not include free purchases).
Click into each transaction to view contact information and view the Purchase Information Page for each transaction.
Subscriptions page (new page)
The newest addition to the Payments Overview gives you access to the Subscriptions page to help you view a record of all the subscription purchases.
Click through the Subscriptions page to view more details, cancel payments, and pause subscriptions.
Multiple Payments page (new page)
The newest addition to the Payments Overview gives you access to the Multiple Payments page to help you view a record of all the multiple payment purchases associated with an account.
Click through your Multiple Payments page to view more details and cancel future payments associated with the multiple payment purchase.
View payments
View all the payments made to your site in one easy-to-view location.
In your Payments Overview you can efficiently manage your payments by quickly viewing the:
- Payment method (Stripe or PayPal)
- Amount paid
- Payment Type
- Customer Name
- Customer Email
- Offer Title
- Transaction Date
Want to look into the Offer or customer involved with a specific payment? Simply click on the customer name or Offer Title to access more information.
It is important to note that if PayPal processed a failed payment, the badge will not display on the transactions page. A failed badge will only appear if a payment failure is processed through Stripe.
To view your Payments Overview:
- Open the Sales tab from the Dashboard.
- Click Payments:
Search Payments by:
- Customer name
Sort and Filter
Your payments are organized from most recent payments made, but you can use the Sort function to reorder your list of payments:
Or filter your list to locate specific payments by Payment Type, Payment Method, or Timeframe:
Looking to filter your payments further? Use advanced filters to include Currency and Offers, by clicking Advanced:
Export payments
Export a detailed report of all Offer payments.
Your exported file will reflect the same data displayed on Kajabi: Payment ID, Payment Amount, Payment Type, customer name, customer email, Offer Title, Payment Provider, and Payment Created At Timestamp.
To export your payments as a CSV file:
- Open the Sales tab from the Dashboard.
- Click Payments in the top menu.
- Navigate to the top right corner and click Export.
- Select the date range to export.
- Then, click Export once more:
Your exported list will be emailed to the email address associated with your Kajabi account from Kajabi Support.
Download your exported report
Download the CSV from your email inbox:
- Log into your email associated with your Kajabi account.
- Your exported list will be attached to an email from Kajabi Support with the Subject Line: Payments export process completed.
- Open the email to access and download your CSV file:
Your CSV file will include:
- the Payment ID, Payment Amount,
- Currency,
- Payment Type,
- Customer ID,
- Customer Name,
- Customer Email,
- Offer ID,
- Offer Title,
- Payment Provider (Stripe or PayPal),
- the Created At date,
- and if a Coupon was used.
And that's how to view all payments! 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!
