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Kajabi Receipts
Send receipts after your customers purchase an Offer with Kajabi Receipts. Kajabi Receipts can help you maintain brand consistency by sending email receipts with your branding. Additionally, you can customize the content and design of these receipts to reflect your business's branding and messaging needs.
Note:
Kajabi Receipts provides an easy and seamless way to send payment receipts to customers who purchase your Offers via Kajabi Payments. If you choose to use Kajabi Receipts with a third-party payment provider like Stripe or PayPal, be sure to disable receipts with Stripe or PayPal.
How to set up email receipts
Open the Settings tab from your Dashboard.
Click Customer Payments under Payment settings
Find the Receipts section.
Customize receipts
Business address (required).
Your business address appears at the bottom of every receipt. Make sure this information is accurate. By default, this pulls from your Marketing Settings.
Additional items (optional)
Receipt title
Choose a title for the top of your receipt. If left blank, this will default to "Purchase Confirmation".Custom message
Include other helpful information, such as a refund policy or your support contact information.Next invoice number
You can only increase the next invoice number. If you try to decrease it from its current number, you will receive an error.
Click Save, then Preview receipt email to review your changes.
Email notifications:
Choose if and when you want to send receipts for successful transactions under Email notifications:
Select if you'd like to send an email to your customers for all successful transactions:
Choose to only send receipt emails for initial purchases on recurring transactions. This applies to Offers with recurring billing (i.e., subscriptions and payment plan).
Check if you'd like to send a receipt only if the transaction has value (ie. Free offers will not send a receipt)
Select if you'd like to Send refund receipts. You can also add a customized message to your refund receipt emails here.
Download options
Toggle this setting on if you want to attach receipts as a PDF to your receipt emails. Email receipts must be enabled for PDFs to send successfully.
Customize Email Templates and Branding
To modify the receipt email template content, follow these steps:
Navigate to Settings > Email Templates in Kajabi.
Open the receipt template to adjust the messaging or design elements. To update the branding logo that appears on receipt emails:
Go to Settings > Site Details.
Update the Branding Logo with the desired image.
How to change the language of your receipts
The receipt language can now be edited by you or your customers!
Receipts will be sent in your site’s default language. With this update, you and your customers have more control over the language used in Kajabi receipts.
To edit receipt language for your customer:
Open the Contacts tab from your Dashboard.
Then, select All Contacts.
Search for your Customer.
View your Customer’s profile.
Select Edit Details.
Locate Receipt Language dropdown and select language preference.
How a customer can edit their receipt language:
Log in as a customer of your site.
Select User Menu from your site’s header
Then, select Settings.
Under the Contact & settings tab, locate the Receipt Language dropdown and select the language preference.
Note:
Language setting does not impact receipt title, receipt message, offer title, tax name, business address, business name and address or form information submitted by your customer
Edit receipt contact information
Note:
Editing contact receipt information is not available for transactions made through Cart.
To edit Contact Receipt Information:
Open the Sales tab from your Dashboard.
Then, open the Payments tab.
Select Transactions.
Locate the Transaction you wish to edit and click on the transaction Amount.
(Or, click … at the far right and select "View more details".)Click the ellipses ….
Select Edit receipt contact information.
Edit the information you wish to edit, then hit save
Once the information is saved, you can choose to send the receipt immediately, or just save in the information.
Testing Your Customizations
To ensure your receipt email customizations appear as desired, complete a manual test purchase:
Create a test offer.
Make a test purchase as an end-user.
Check the confirmation email to validate the content and design changes.
How to download receipts as a PDF
Now you can download a PDF version of any receipt.
To download a single receipt:
From your Kajabi Dashboard, navigate to Sales → Payments → Transactions.
Search for the transaction via your customer's email and open the Transaction details page it by clicking on the dollar amount of the transaction.
From the Transaction detail page, click on the "..." menu, selecting View and send receipt.
Finally, select Download receipt.
How to bulk download receipts
Bulk exports are helpful for accounting, audits, and tax prep.
To download receipts in bulk:
From your Kajabi Dashboard, navigate to Sales → Transactions
Click Export
Choose:
Date range
Receipt type
Click Export
You’ll receive an email with the subject: Your transaction receipts export is ready
The email will prompt you to log in to your Kajbai account which will then download your ZIP file once you're logged in.
Note:
Download links expire after 7 days.
How to resend email receipts
Note:
Your customers can now view and download their purchase receipts! Learn more here!
Resend email receipts after customers have purchased.
Email receipts can now be sent from` the Transactions page as well as the Contacts page. Please note that resent email receipts only include transaction details for the purchase and exclude additional fees or unrelated charges.
To resend an email receipt from the Transactions page:
Open the Sales tab from the Dashboard.
Select Payments.
Click Transactions.
Search the email of the Customer you wish to refund.
Open the More Actions Menu
….Select Send Receipt:
To resend an email receipt from Contacts:
Open the Contacts tab from your Dashboard.
Select the name of the contact you wish to resend the receipt, then click Open full profile.
Select the Purchases tab.
Locate the Offer that was purchased and click View Details.
Select the Transactions tab.
Next to the transaction you want to send, click the
…menu.Then, click Send receipt:
How to resend refund receipts
Note:
Remember to activate your Refund Receipts feature! Learn more here.
Once refunded, the refund receipt can be resent to your customer.
To resend a refund receipt from the Transactions page:
Open the Sales tab from the Dashboard.
Select Payments from the Sales tab.
From the Payments page, select Transactions to be taken to the Transactions page.
Find the payment you wish to send a receipt for and select the
…button for More Actions.In the More Actions drop-down menu, select Send refund receipt:
To resend a refund receipt from the Contact page:
Open the Contacts tab from your Dashboard.
Select the name of the contact you wish to resend the receipt, then click Open full profile.
Select the Purchases tab.
Locate the Offer that was purchased and click View Details.
Select the Transactions tab.
Next to the transaction you want to send, click the
…menu.Then, click Send receipt:
And that's how to send email receipts with Kajabi! 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!