Kajabi terms


Billing statements sent to customers.

What are the invoices in Kajabi?

Invoices in Kajabi refer to the billing documents generated by the platform to record transactions between the seller (the Kajabi user) and the buyer (the customer). These invoices contain detailed information about the transaction, including the products or services purchased, the quantity, the price, the date of the transaction, and the parties involved. They serve as a record of the sale for both the seller and the buyer.

Kajabi invoices are automatically generated when a customer makes a purchase. They can be accessed and managed through the Kajabi dashboard. Users can view, download, and send these invoices to their customers directly from the platform. Invoices are an essential part of managing finances and keeping track of sales on the Kajabi platform.

How to create invoices in Kajabi?

Creating invoices in Kajabi is a straightforward process. First, you need to log into your Kajabi account and navigate to the "Sales" tab. From there, select "Offers" and then click on the "New Offer" button. Fill in the necessary details such as the name of the offer, price, and any other relevant information.

Once you've created the offer, you can then create an invoice for it. Go to the "Purchases" tab under the "Sales" section. Click on the "New Purchase" button and select the offer you just created. Fill in the customer's information and click "Create". An invoice will be automatically generated which you can then send to your customer. Remember, Kajabi does not automatically send invoices, so you will need to manually send them to your customers.

Can I customize invoices in Kajabi?

Yes, you can customize invoices in Kajabi. Kajabi provides a variety of options for customizing your invoices to suit your business needs. You can add your company logo, change the color scheme, and adjust the layout to make it more visually appealing. You can also include additional information such as your company's contact details, payment terms, and a personalized message.

However, it's important to note that while Kajabi allows for some customization, it may not have all the features of a dedicated invoicing software. If you require more advanced customization options, you may need to use an external invoicing tool and integrate it with Kajabi. Always ensure to review Kajabi's customization options to see if they meet your specific business needs.

How to send invoices to customers in Kajabi?

To send invoices to customers in Kajabi, you first need to create an offer. Go to the "Offers" tab in your Kajabi dashboard and click on "New Offer". Fill in the necessary details such as the name, price, and description of the offer. Once you've created the offer, you can add products to it.

After setting up the offer, you can send invoices to your customers. Go to the "Sales" tab in your dashboard and click on "New Sale". Select the customer you want to send the invoice to, and then select the offer you've created. Once you've filled in all the necessary details, click on "Create Sale". An invoice will automatically be sent to the customer's email address. You can also manually send the invoice by clicking on the "Send Invoice" button.

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