Kajabi Payments Settings: Subscriptions, Trials & Receipts
Episode 62 Summary
In this episode of Kajabi in 5 Minutes, we cover essential customer payment settings in Kajabi that can streamline your business operations and improve the customer experience. From enabling self-cancellation to managing free trial notifications, receipts, and choosing the right payment provider, this episode highlights practical tips that make running your business smoother. We also discuss why Kajabi Payments often works better than PayPal or Stripe, providing more flexibility and convenience for both you and your customers.
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Episode Overview
Introduction
Welcome to another episode of Kajabi in 5 Minutes. In today’s episode, we’re diving into Kajabi’s global customer payment settings — the behind-the-scenes tools that shape how your customers manage subscriptions, receive invoices, and experience free trials. While these settings often get overlooked, they play a big role in both your workflow and customer satisfaction. We’ll also explore why Kajabi Payments is often a smarter option compared to PayPal or Stripe, giving you more control and flexibility right inside the platform.
Understanding Kajabi Customer Payment Settings
Kajabi payment settings are hidden in a powerful but sometimes overlooked spot: Settings → Customer Payments. This area gives you control over important details like invoices, free trial reminders, receipts, and how customers manage subscriptions.
One key option here is the ability to enable customers to self-cancel their subscriptions. If this setting is turned off, customers must contact you directly to request cancellation. When it’s activated, customers can cancel their subscriptions from their own account menu — saving you support time and creating a smoother experience.
Free Trial Notifications
If you offer free trials, there’s an important setting that lets Kajabi send an automatic email reminder seven days before the trial ends. This can prevent misunderstandings, reduce refunds, and help customers feel more informed about the upcoming charge.
Managing Customer Receipts
Kajabi lets you decide whether to:
- Send receipts for every payment
- Send receipts for first transactions only
- Or never send receipts automatically
If a customer ever needs a receipt, you can easily generate and send it directly from their profile inside Kajabi. This ensures you still have full control, even if automatic receipts are turned off.
Why Kajabi Payments Is the Better Choice
Kajabi offers its own built-in payment provider, and it’s often a better option than PayPal or Stripe for most creators. With Kajabi Payments, you can:
- Accept credit cards, Apple Pay, and Google Pay
- Offer pay-later solutions like Afterpay or Klarna
- Manage transactions, refunds, and payment updates all within Kajabi
In contrast, with PayPal, many payment actions must be handled directly in PayPal’s dashboard, which can be frustrating for both you and your customers. With Kajabi Payments, the process is simpler, more centralized, and offers a better customer experience.
Conclusion
By understanding and adjusting your global payment settings in Kajabi, you’ll make customer payments, trials, and subscriptions much easier to manage. For creators who want smoother workflows and better customer support interactions, Kajabi Payments is the recommended provider.
