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Automatic Invoicing for Kajabi
If you’re selling digital content on Kajabi, chances are you are wondering about how to invoice on Kajabi and Kajabi sales tax. You might be facing one of these two dilemmas (or even both):
- Having to bill and send invoices to your customers manually.
- Figuring out specific tax rates based on your customer’s location and adding that on to invoices.
Wishing there was a way to automate invoices and skip the messy tax calculations altogether? It’s your lucky day because Quaderno helps you to automate your invoicing and handle Kajabi sales tax around the world.
In this post, we’ll cover:
- What is Kajabi?
- Does Kajabi send receipts?
- Does Kajabi do invoicing?
- How to invoice on Kajabi
- Does Kajabi calculate sales tax, VAT, and GST?
- How to collect sales tax in Kajabi
- How to set up Kajabi integration with Quaderno
By the end, you’ll be ready to set yourself up for success. Let’s jump right in.
What is Kajabi?
Kajabi is a no-brainer for those who want to market their digital content online. Since 2009, the company has helped over 20,000 instructors worldwide earn over $125 million by teaching over 5 million people. It provides a one-stop cloud-based solution from hosting to marketing to selling. This means there’s zero need to install or host any software.
With Kajabi, the company merges its existing tools into one mighty platform to help you create a better experience for your customers.
Features include built-in themes to customize landing and product pages and responsive designs so that your content is optimized for all devices. In addition, the new version also supports the sale of multiple digital products like online courses and memberships, through your very own product marketplace.
Does Kajabi send receipts?
Yes, Kajabi sends receipts for you. You can configure the settings in your Kajabi account to automatically email a receipt to each customer who purchases and pays for one of your Kajabi offers. As opposed to invoices, which request payment from a customer, these receipts are confirmation that payment has already been received.
Receipts are fine for one-off purchases. But if you sell subscriptions, memberships, or any other product that has a recurring payment, then you likely need invoicing services, too!
Does Kajabi do invoicing?
Kajabi does not send invoices for you. However, you can easily connect a third-party invoicing tool to your Kajabi account, either through Zapier or a native integration, that will send automatic invoices to your customers.
How to invoice on Kajabi
The issue of how to invoice on Kajabi is solved through a third-party app, which you can integrate with minimal technical know-how. There are a few third-party invoicing apps, and full disclosure: we are one of them! Quaderno offers not only automatic invoicing for Kajabi sellers, but also tax management and compliance as well.
Does Kajabi calculate sales tax, GST, and VAT?
Kajabi calculates consumption taxes only in certain countries. That’s because Kajabi Sales Tax is limited to the scope of Kajabi Payments. Kajabi Payments is only available to sellers whose businesses are registered in the United States and Australia – for now.
If your business is based in either of these countries, then it is possible to calculate Kajabi sales tax and Kajabi GST on your behalf. The platform will collect these taxes for you at the point of sale.
How to collect sales tax in Kajabi
If your business is based in the US or Australia, you simply need to configure some settings in your Kajabi account. First you should enable Kajabi Payments in your account. Kajabi Payments must be selected as a payment option in the offer for you to collect sales tax. After that, you can set up Kajabi Sales Tax with your tax registration information, and enable sales tax calculation for any offers you’re selling on the platform.
However, if you are based in any other country besides the US and Australia – or you have tax obligations in any other country besides those two – then the issue of how to collect sales tax in Kajabi is solved through a third-party app. A simple integration with a tool like Quaderno will automate tax calculation and collecting for you. Here’s how.
Whenever a customer buys your offer, Quaderno automatically generates and sends an invoice with the correct tax rate applied based on that customer’s location. Our system integrates with Kajabi payments so the timing is perfectly synchronized.
So, whether it’s sales tax, VAT or GST, Quaderno ensures your invoicing for Kajabi automatically comply with legal requirements worldwide. Most importantly, it covers EU VAT laws for digital products too; the very thing you sell on Kajabi.
Since Kajabi makes it easy to sell your digital content to customers worldwide, you’ll probably be dealing with customers from a handful of countries. With Quaderno hooked to your Kajabi account, you’ll be able to send invoices in any currency and language, helping you put a personalized touch on invoices when you need to.
Because we’ve done all the homework on local laws for you, you can be rest assured that invoices sent with Quaderno fully-comply with local rules in the US, Canada, Australia, New Zealand, Singapore and the European Union.
When it comes to accounting, Quaderno lets you stay on top of things by allowing you to pull tax reports at any time. There’s also the option to easily export your reports to CSV, Xero or even share them with your accountant.
Integrating Quaderno with your Kajabi account is a piece of cake if you have a Stripe account connected to Kajabi. Here’s a quick guide on how to get started.
With Quaderno integrated with your Kajabi account, you can shift your focus towards creating amazing digital content for your audience while we take care of the tedious tasks of billing, invoicing and dealing with tax rates.
How to set up Kajabi integration in Quaderno
Quaderno supports automated billing and sales tax compliance for Kajabi.
To send your sales data from Kajabi to Quaderno, follow these steps:
- Connect Kajabi to your Stripe or PayPal accounts.
- Connect the same Stripe or Paypal accounts to Quaderno. In case you use both, we’d recommend connecting Stripe, as Kajabi has some limitations working with PayPal, as explained below.
- Enable the collection of addresses on your checkout in Kajabi. This is key to correctly calculate taxes on Quaderno invoices.
Now any time a customer buys one of your courses, Kajabi will send the details of the sale to Stripe or Paypal. Quaderno will be automatically notified within minutes, and we’ll send out the final invoice and update your tax reports.
Curious to see how Quaderno streamlines your business and gives you peace of mind? Start a free trial and check it out!
Note: At Quaderno we love providing helpful information and best practices about taxes, but we are not certified tax advisors. For further help, or if you are ever in doubt, please consult a professional tax advisor or the tax authorities.
