The Payment balance summary by month report is now live for everyone using Kajabi Payments. If you've ever tried to answer "what did I actually earn last month" by exporting transactions and adding up columns by hand, this one's for you.

For each month in the range you choose, the report shows your opening balance, your closing balance, and the activity that moved it between them, including charges, refunds, fees, and payouts. Set your date range and download it to hand off to a bookkeeper or file with your books.

Go to → and click Balance Report in the upper right of the All Payouts section. You can also find it under → → .

Duration pausing is now live. Pausing a customer's subscription or payment plan used to mean tracking the return date yourself and remembering to resume. Now you can set the date up front and let Kajabi handle it.

A new Pause until a specific date option lets you pick a resume date, and Kajabi restarts billing automatically when it arrives

You can change the resume date without resuming and re-pausing first

Available for subscriptions and payment plans processed through Kajabi Payments or Stripe

Open the subscription or payment plan, click More Actions (…), and select Pause Payments

Pay off payment plans early using Kajabi Payments! If you've ever had a customer ask to settle their remaining balance and then had to handle it manually outside Kajabi, this one's for you.

You can now collect the full remaining balance on an active payment plan in a single charge, with the option to apply a discount first as an incentive to pay off early. Once the charge goes through, the remaining installments are cancelled and the plan moves to Completed.

Open any contact, go to their Purchases tab, select the payment plan, click More Actions, and select Pay off payment plan. You can also get there from Sales → Payment Plans.

Walk your entire buying experience the way a customer would, from the checkout page through order bumps, upsells, account setup, and the post-purchase page, without processing a real transaction. Nothing is charged, no member or contact is created, and no emails, automations, or webhooks fire.

Click Preview on any offer and your real checkout page opens in test mode. Payment fields are optional, so you can submit without a card, and a toolbar tracks your progress through each step of the flow.

At the end, a summary shows exactly what would have happened: every offer granted, email sent, automation triggered, and webhook fired, each linked to the setting behind it so anything that looks wrong takes one click to fix.

Available on offers using enhanced checkout.

You can now offer an Upsell at a reduced price without changing the offer's regular price anywhere else. The discounted price shows on the Upsell page and is what the customer is charged if they accept.

Go to and open the Upsell you want to discount.

In the section, turn on and enter a percentage. A live preview shows the exact amount your customer will be charged before you save.

On the Upsell page, the original price appears crossed out, the discounted price becomes the headline, and a badge such as 25% OFF appears next to it in your site's primary color.

Manual Purchases is now live for everyone using Kajabi Payments. If you've ever closed a sale on a call or at a live event and then had to send a checkout link and wait, this one's for you.

You can now charge a customer's card directly from their contact record and deliver offer access instantly. Works with one-time payments, subscriptions, and payment plans.

To try it out, open any contact, click More Actions, and select Create a manual purchase.

Full walkthrough here: https://help.kajabi.com/articles/sales/kajabi-payments/manual-purchases

Coupon Improvements are now live. We've overhauled how coupons work giving you more flexibility and control when providing discounts to your customers.

Go to Sales -> Coupons

Backstage now lets you turn on self-serve scheduling, so your clients can book, reschedule, and cancel meetings on their own using your real availability.

A new site-level settings page (Dashboard > Settings > Site settings > Scheduling) holds business hours and availability, connected calendars (Google, Outlook, Office 365, Apple), buffer time, the booking window (defaults to 4 weeks), minimum booking notice, and session limits. You set this up once, and both Coaching and Backstage read from the same availability.

When the Kajabi Scheduler is on, clients see a button on unscheduled meetings from both the meetings tab and the home dashboard, and can reschedule or cancel from a more-actions menu.

You can now add multiple one-time order bumps to a single checkout. All selected bumps, plus your main offer, are processed in a single transaction.

In your Offer settings, configure multiple order bumps by searching for and adding offers. Customize the title, description, and image for each bump independently, or use the defaults from the original offer. Drag to reorder bumps, or remove as needed.

To enable multiple order bumps, go to → → Select an → Offer , and scroll down to the section to add.

Support for multiple subscription and payment plan order bumps is coming soon.

Kajabi Payments now automatically generates a monthly payment processing fee invoice for your site. Each invoice captures your total processing fees for the month in a tax-ready format you can use for accounting and expense reporting. Invoices are organized by currency and historical data is available back to January 2024.

After each month closes, a new payment processing fee invoice is automatically generated for your site. Head to Settings → Documents and look for "Kajabi Payment Processing Fee Invoices" to find and download your invoices.