How to Send Detailed Custom Receipts with Kajabi
Customer: "Can you send me a more detailed receipt so I can get reimbursed from my employer?"
You: No problem, my system sends out receipts. Just check your email and I think you'll find it.
Customer: Thanks but I need a receipt that has my first and last name, the purchase price, the date, and all your company information along with a detailed description of the course.
You: Ok, I will get that to you right away.
- Quickly logging into Kajabi to figure out how you can configure the detailed purchase information that your customer needs.
- You can't figure it out so you create a one-off detailed receipt in Word and send it over.
- Customer is happy and you go back to what you were doing.
- Until the next customer asks for a detailed receipt ... and then another.
Anything that happens more than once in my world gets a solution - an automated one!
To help you keep track of what you are doing - you can use this done-for-you checklist and add it to your own Trello board forever!
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