WooCommerce Smart Refunder

Research shows that the third most important factor affecting a customer’s purchase decision is easy returns.

A possible reason for this is people care about their hard-earned money. WooCommerce Smart Refunder provides a direct channel between you and your customer to make the return process automatic, instant and effortless.

When installed, your customers can click Request refund on their order. It also allows you to manage refund requests.

Note: Instant refund will only work if supported by the payment gateway you’re using.

Installation ↑ Back to top

Ensure to use WooCommerce 2.5 or later before installing WooCommerce Smart Refunder.

  1. Download the .zip file from your WooCommerce account.
  2. Go to: WordPress Admin > Plugins > Add New to upload the file you downloaded with Choose File.
  3. Activate the extension.

More information at: Installing and Managing Plugins.

Storewide Settings ↑ Back to top

WooCommerce Smart Refunder
Smart Refunder Storewide settings

You can access this setting from ‘Smart Refunder‘ tab at ‘WooCommerce -> Settings

  1. Offer Coupons: If the checkbox is checked, customer will have additional option to choose coupon for refund along with money. If the customer is planning to buy another product from your store he /she can choose coupon which they can use on your store to buy that product.
  2. Refund Period: Here store owner can enter number of days, and customer will be able to submit their refund request within these many days from order completion date. If no value is entered, it’ll allow request for refund for all older order also.

2Checkout API Settings ↑ Back to top

Go to ‘Smart Refunder‘ tab of ‘WooCommerce -> Settings‘ & select on ‘2Checkout‘. To enable ‘Instant refund‘ for 2Checkout, you’ll need to add your 2Checkout API details. If you don’t know your 2Checkout API details, follow this link
2Checkout’s documentation on obtaining API credentials for 2Checkout.

WooCommerce Smart Refunder
Smart Refunder 2Checkout API Setting

 


Making Refund Request ↑ Back to top

When customers are logged in & they are on My Account page, they’ll see additional button ‘Request Refund‘ with each of their completed orders.

WooCommerce Smart Refunder
Request Refund From My Account

Clicking this button, they’ll see this window.

WooCommerce Smart Refunder
Refund Request Form For Customer
  • At the top, it’ll show information about how much they had paid for the order and when, how much is already refunded (if partially refunded previously)
  • If ‘Offer Coupon‘ is checked, in Smart Refunder setting, customer will have option to choose either coupon or money for refund, under ‘I would like to get’
  • Then they can choose, how much amount they want for refund
  • They can also write reason or any message that they want to send to store.
  • On clicking ‘Send My Request‘, if the request will be submitted successfully, they’ll see confirmation like this.
    WooCommerce Smart Refunder
    Refund Request Success Message

     

Email sent to customer:

WooCommerce Smart Refunder
Refund Request To Customer

Managing Refund Requests ↑ Back to top

When ‘Refund Behavior‘ checkbox is unchecked at ‘Smart Refunder Storewide settings’ this process will come in picture, otherwise not.

Whenever any customer will make a Refund Request, store owner will receive an email containing ‘Refund Request details‘ and 2 buttons: ‘Refund Now‘, ‘Manage / Reject Refund‘ like this

WooCommerce Smart Refunder
Refund Request To Store Owner

Store owner will also have these buttons on Order list of WooCommerce, in ‘Actions‘ column like this

WooCommerce Smart Refunder
Smart Refunder Actions

If store owner will click on ‘Manage / Reject Refund‘ button from email, they might see login page, because store owner should be logged in to process refund.
After logging in & clicking ‘Manage / Reject Refund’ button, this window will open up

WooCommerce Smart Refunder
Manager Refund Request form for Store Owners
  • This window will have details about order, how much & when it was paid, how much is already refunded (if partially refunded previously).
  • Then it’ll have information about what ‘Customer wants’ along with reason / message (if any)
  • After this, Store owner will have amount field, if he / she wants to modify refund amount.
  • Then can also enter a message which will be sent to customer via email.

Possible actions in managing refund request:

  • If customer has requested money:
    1. If payment gateway of the order doesn’t support ‘Instant Refund’, store owners can refund manually. Then order will be marked as refunded. But we would recommend store owner to mark it as refunded only when they know that all the transaction related to the order is completed.
    2. If payment gateway supports ‘Instant Refund’, you’ll get ‘Send Refund Now‘ button. On clicking this button, refund will be processed immediately & refund will be reflected in your & your customer’s account.
  • If customer has requested coupon:
    1. After clicking the ‘Send Refund Now’ button, a coupon will be generated of the amount entered by the owner or of the amount customer has requested & its code will be sent to customer’s email like this.
      WooCommerce Smart Refunder
      Email Coupon Code To Customer

      Store Owner will see a confirmation like this.

      WooCommerce Smart Refunder
      Issued Coupon Success

      Along with that, the generated coupon code will also be recorded in ‘Order Notes’ for future reference.

    2. After logging in and clicking ‘Send Refund Now’ button from ‘Actions’ column of Orders, the refunds will be process immediately & after completion of the process store owner will see confirmation in popup window. This process will be same for ‘Refund Now’ button from email.

The only difference between ‘Send Refund Now’ & ‘Manage / Reject Refund’ is that ‘Send Refund Now’ doesn’t allow to edit refund amount and it doesn’t allow to add any message for customer. It’s like store owner accepts ‘Refund Request’ from customer with all agreement.


Screenshot Gallery ↑ Back to top

WooCommerce Smart Refunder
Refund Now

 

WooCommerce Smart Refunder
Refund Request Status
WooCommerce Smart Refunder
WooCommerce Orders list
WooCommerce Smart Refunder
Smart Refunder Recorded Activity

 

 

WooCommerce Smart Refunder
Issue Coupon Success Email To Store Owner

 

WooCommerce Smart Refunder
Mark Refund Success

FAQ ↑ Back to top

Is it compatible with other e-Commerce systems? ↑ Back to top

No, it works only with WooCommerce 2.5+.

Which product types are supported? ↑ Back to top

A refund request can be submitted for all product types. If the instant refund is enabled in storewide setting & payment gateway supports instant refund, a refund will be processed immediately only for digital/downloadable/virtual products. For physical products, it’ll be held for review.

Which payment gateways are supported for instant refund? ↑ Back to top

Instant refund will work only if that payment gateway supports refunds, otherwise store admin will have an option to refund manually. Check below screenshot to find out steps if your payment gateway supports instant refunds:
WooCommerce Smart Refunder

Questions & Support ↑ Back to top

Have a question before you buy it? Please fill out this pre-sales form.

Already purchased and need some assistance? Get in touch the developer via the Help Desk

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