Kajabi Fireside Chats: Invoicing with Kylie from the Payments Team

Introduction

• Hosted by Sue from the Unicorn Advisory.
• Guest: Kylie from Kajabi Payments Team.
• Discussion Focus: Invoicing feature on Kajabi.

Kajabi Hero Live Highlights

• Importance of connecting with Kajabi Heroes.
• Interaction with Heroes at Kajabi events.
• Fun activities at the Kajabi Payments booth (e.g., Plinko game).

New Invoicing Feature

• Accessible to all users with Kajabi Payments enabled.
• Availability: US, Australia, Canada, UK (EU coming soon).
• Designed to streamline workflow and provide professional invoicing within Kajabi.

Benefits of Invoicing

• Offers flexibility: Handle one-time discounts, manage early payment of plans.
• Ideal for B2B transactions: Speaking engagements, corporate services.
• Integrates with Kajabi Payments: Uses existing features like Afterpay, Klarna.

Invoicing Process

1. Creation

   • Invoices created via the Kajabi dashboard under Sales.
   • Add customer and offers to the invoice.
   • Option to create a new offer or use an existing one.
   • Add quantity, discounts, and due date.

2. Management

   • Edit invoices, resend, mark as uncollectible, or void the invoice.
   • Manual payment collection feature available.

3. Statuses

   • Draft: Initial stage before sending.
   • Open: Sent and awaiting payment.
   • Paid: Payment completed.
   • Void/Uncollectible: For unpaid or unlikely to be collected invoices.

Customer Interaction

• Customers receive transactional email with invoice details.
• Includes invoice amount, due date, and payment link.

Additional Features

• All-in-one solution, saving time by integrating invoicing within Kajabi.
• Facilitates flexible payments.

Hero Impact

• Invoicing has facilitated faster payments and simplified billing.
• Testimonials from Kajabi Heroes on the positive impact.

Usage and Feedback

• Examples shared by Sue:
  • Easier than using coupons.
  • Useful for deposits and extra client work.
  • Encouragement for users to test invoicing feature.

Future Developments

• Feedback sought on potential improvements.
• Possibility to add multiple offers to one invoice, customize emails, etc.

Questions & Answers

• Handling multi-month payments or subscriptions not currently supported.
• Discussion on fees: Invoicing adds an extra 0.4% fee.
• Current limitations and future plans like bank deposits.

Conclusion

• Kylie encourages feedback to improve invoicing.
• Upcoming sessions with other Kajabi product managers.

These notes cover the main points discussed during the Fireside Chat and provide a helpful reference for understanding the new invoicing feature in Kajabi.