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How to get a Kajabi invoice
Founder & CEO, Smartbills
2 min read
Kajabi sends creators two kinds of invoice. Your Kajabi plan invoices are under Settings, Subscription & Billing, on the Billing tab, where View opens each past invoice in a new window to save. If you use Kajabi Payments, a monthly processing fee invoice appears under Settings, then Documents, as Kajabi Payment Processing Fee Invoices.
Plan invoices on the Billing tab
The upcoming bill section shows the next billing date and amount, with a View invoice option for the invoice to come. Below it, the invoices section lists past ones. The tab shows only the 10 most recent; for older invoices, contact Kajabi support. Kajabi's subscription invoices are sent through Stripe.
Kajabi Payments processing fee invoices
After each month closes, Kajabi generates a processing fee invoice for your site automatically. Find it in Settings, then Documents, and download it from there. The history goes back to January 2024. This is the document that shows what Kajabi Payments charged you for processing customer payments, separate from the plan itself.
Receipts you give your customers
Your buyers get their own receipts. To download one, go to Sales, Payments, Transactions, search the customer's email, click the amount, then choose View and send receipt from the more options menu and click Download receipt. For many at once, use Export under Sales, then Transactions, choose a date range and the ZIP (receipts only) format; Kajabi emails when it is ready and the link expires after 7 days.
What customers receive automatically
Under Settings, Customer Payments, Receipts, you choose which successful transactions send a receipt email, for example only the first charge of a subscription. With PDF attachments on, the email carries a PDF copy, and customers can download their receipts from their Customer Settings.
Kajabi plan and fee invoices in one place
Creators often file the plan invoice and forget the separate monthly fee invoice in Documents. Our AI agent logs in to Kajabi with your credentials and saves both through bill fetching, before older plan invoices fall off the 10-invoice list. Stripe-sent plan invoices reaching your inbox are handled by email receipt capture, and the year's fees support your tax receipts.
Have receipts like this captured for you
- Bill fetchingInvoices that only live on vendor portals, downloaded on a schedule and passed to accounts payable while there's still time to approve them.Learn more
- Email receipt captureConnect Gmail, Outlook, Zoho Mail or IMAP. Automatically collect receipts and invoices from the folders you choose, including Archive and Spam.Learn more
- Tax receiptsA tax receipt organizer that sorts medical, childcare, donation and tuition receipts by category as they come in and keeps a running total all year.Learn more
Frequently asked questions
Sources
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