Return Refund and Exchange for WooCommerce

WooCommerce RMA Return Refund and Exchange plugin is a complete solution for any kind of refund and exchange request. It gives your customers an easy and simple way to apply for Refund, Exchange, Wallet, Cancel Order requests, and much more. The whole refund or exchange process goes under a proper mailing system being the ideal return management system. 

Benefits

• Provides merchants with a complete WooCommerce refund system.
• Assistance with efficient tax handling.
• Get Access to shortcodes for email content.
• Effectively plan refund policies.
• Allow customers to add a reason for the refund.
• Admins can have a holistic view of the returns, exchanges, and cancellations. 
• The merchants can add the exchange and refund days product-wise for different types of listed items.
• The merchant can enable/disable the WooCommerce refund request feature.
• The user can submit multiple product refund requests with reason.
• Add custom WordPress Refund Rules/Regulations and display them on the front end with ease.
• Add a Coupon Regenerator to allow the customer to change the Wallet Coupon Code.

We have mentioned the installation process for both the Free and Premium Versions. The customers can refer to the one that is relevant to them. 

It is important to note that before activating the plugin RMA Return Refund & Exchange For WooCommerce Pro, you should have the Return Refund and Exchange For WooCommerce – WordPress plugin installed, as the plugin will not function without it.

So, if you don’t already have it, you can download it directly from here:

[Download Zip]

• Automatic Installation 

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser.

The steps are as follows:

1. From the plugin menu click on “Add New“
2.  Search for Return Refund and Exchange for the WooCommerce plugin, and click on the “Install” button.
3.  “Activate” the plugin once installed.

• Manual Installation

Manual installation of the plugin is another option to install the plugin to your WordPress environment.

The manual installation method involves downloading our Return Refund and Exchange for WooCommerce Extension and uploading it to your webserver via your favorite FTP application.

The steps are as follows :

1.   Upload the Return Refund and Exchange for WooCommerce folder to the /wp-content/plugins/ directory.
2.  Activate the plugin through the ‘Plugins’ menu in WordPress.

[Download Zip]

 

To work correctly, the plugin must be installed by following the mentioned steps. 

However, if you have purchased the premium version of the plugin and you want the benefit from automatic updates or access the support platform to receive help from our staff, you need to activate the plugin. The License Key is sent to you on your email ID.

Also, after Purchasing the premium version, admins can navigate to My Account > Orders > Your Order. There you’ll find the License Key. The License Key is also sent to you on your mail id. 

To activate the plugin, you have to navigate to the “License” tab, here you can enter the “License Code”, and click on the “Activate” button. 

The very next tab in the backend setup is the general tab. This tab covers all the general setup options available for the plugin as well as allows the administrator to enable the WooCommerce refund setting to your customer. 

To continue with this tab settings, firstly you have to enable these most basic yet essential toggle-based settings – 

3.1. Enable the WooCommerce Refund setting

This is a toggle-based setup option available that is purely dedicated to the smooth enabling/disabling of the refund feature within the plugin.

Frontend Representation, 

3.2. Enable Order Messages

This is a toggle-based setup option available that is purely dedicated to the smooth enabling/disabling of the order-related messages feature within the plugin.

Frontend Demonstration Of These Setting Options-

This is the actual order display section at the front end displaying Order Message and Refund buttons within. 

Have a look- 

As soon as you click on the Order Messages button you’ll be redirected to the page for order messages, displayed in the screencast below –

Here, you can easily send and review your order-related message history, i.e., your communication with the store admin related to that particular order.

3.3. Enable To Show Bank Details Field For Manual Refund

This toggle option offers a bank detail field option, allowing customers to manually add their bank account details within where they desire to have their refund processed. The below-stated screenshot depicts the purpose of the setting offered. 

3.4. Enable Time-Based Policy 

The admin can utilize this setting to set a specific time frame for all the refund, exchange, and cancellation requests. During this defined period, customers will have access to these respective request options on the website, while outside this timeframe, they will no longer be visible. 

For example: if the admin sets the time frame to be 9 AM to 10 AM, then the customers will not see the refund, exchange, and cancellation options after this time frame, these buttons will disappear from the website. 

NOTE: For this feature to work seamlessly, the merchant mentions the time slots for the buttons to be shown. Also, remember to follow the valid time, For example – 4:00 AM – 8:30 AM or 8:00 AM – 12 PM. 

3.5. Enable Exchange Premium

This is also a toggle-based setup option that is purely dedicated to the smooth enabling/disabling of the exchange feature within the plugin.

Frontend Representation, 

3.6. Enable Cancel Premium

This is a toggle-based setup option available that is purely dedicated to the smooth enabling/disabling of the order cancellation feature within the plugin. 

Frontend Representation,

3.7. Enable Wallet Premium 

This is a toggle-based setup option available that is purely dedicated to the smooth enabling/disabling of the refund-based wallet feature within the plugin. 

Note– The Wallet feature of the WooCommerce RMA plugin is not available to guest users. 

Frontend Representation, 

3.8. Enable Single Refund and Exchange Requests Per Order Premium 

Enabling/Disabling the single product-based refund and exchange can be managed per order utilizing this setting option available. 

Setting Demonstration…

Let’s take an instance of this refund order. To place a refund request their order needs to be completed at least. To proceed one must visit the My Account > Orders and hit the refund button there to proceed with the refund request for the same.

As soon as you click on the WooCommerce Refund button, you’ll be automatically redirected over to the Refund Request Form. 

Complete the form fields by entering the data requested and hit Send Request to continue with the same. 

One Refund Request Notification will be displayed after the process and you’ll be redirected to the orders section again after 10 sec. 

Now, if you observe here. You can see that— the status for that order would be updated to Refund Requested and the Refund & Exchange button is now not available with the order setting options. That’s, just because of the setting you’ve set enable i.e. Enable Single Refund and Exchange Request per Order.

Note– No matter whether you cancel your refund/exchange request after that, you still cannot process another request for the same if this setting is said to be enabled.

3.9. Enable Refund And Exchange For Exchange Approved Order Premium

Enabling/Disabling the single product-based refund and exchange can be managed per order after the merchant or the store owner has approved the order. 

3.10. Show Sidebar For Refund, Exchange, And Cancel Form Premium

If you want to enable/disable the sidebar for the refund, exchange, and cancel form available in the plugin, you can simply utilize this option.

3.11. Hide Refund, Exchange, and Cancel button for COD orders when Processing Premium

If you want to enable/disable the refund, exchange, and cancel button from the COD orders when setting the status to processing, you can simply utilize this option.

3.12. Guest Feature via Phone Number Premium

You can also offer a guest login feature for your visiting customers utilizing their phone numbers as a primary ID. With this feature, guest users need not be required to enter their email address to request for refund or exchange. They can do so using their phone number, and take the equivalent refund and exchange privileges as the registered users.

Frontend Representation,

3.13. Refund, Exchange, and Cancel functionality starts from the Order Status Date Premium

Here, you can simply mention the refund, exchange, and cancel order-based status sort in the available text field. 

Just define the fields and personalize the settings.

3.14. Guest Form Shortcode Premium

Your guest form can have a shortcode-based display at your ease. 

You can create your guest form shortcode here and utilize that to display your guest login forms in the website pages or sections you like. 

After clicking on the Submit button, an order detail page will display with Woocommerce Refund, Exchange, and Cancel Request tabs. By clicking on these buttons users can send the requests.

3.15. Enable to Reset the License on Deactivation of the Plugin Premium 

You can simply utilize this setup option to enable/disable the reset setting after your license plan gets deactivated. 

 

The “Refund” tab contains the settings options to add a WooCommerce refund request button on your WooCommerce store and manage the complete refund process smoothly. 

This setup tab contains further field-based setup options available. 

4.1. Select Pages To Hide Refund Button

Utilizing the setting option you can show/hide the refund button from the selected pages. 

Just you have to mention the pages in the text field available and make use of the setup feature.

4.3. Enable To Show Manage Stock Button

Utilizing the setting option you can show/hide the manage stock button. All you have to do is toggle the plugin feature ON/OFF.

If the admin accepts the Exchange request then manage stock by clicking on the “Manage Stock” button.

4.4. Enable Attachment

Utilizing the setting option you can offer an attachment feature within your refund, exchange, and Cancellation form. 

4.5. Attachment Limit

You can also offer the attachment-based limit when offering an attachment option within your refund, return, and exchange form. Simply mention the no. of attachments you can offer.

Note- When the Attachment limit on the front end is reached, the Add More button for additional attachments disappears automatically.

Frontend Demonstration Of The Setting – 

4.6. Enable Refund Shipping Charges

Customers can get a refund for the shipping charges as well. If the admin can utilize this feature to win their customer’s trust in their WooCommerce store. But it is also important to note that this feature does not work with partial refunds, shipping charges are not refunded in those cases.

4.7. Enable Refund On Sales Item

You can also offer a refund option over sale-based products, likewise enabling or disabling the setting option. Simply turn the plugin feature on or off.

4.8. Deduct Coupon Amount During Refund

You can also provide a refund/reimbursement possibility while deducting your offered coupon amounts from the orders requested for refund. 

Yes, why give a full refund when your customers already enjoyed the discount coupons? You don’t have to do much; all you have to do is toggle the plugin feature ON/OFF.

Setting Demonstration

Assume you have a pre-created coupon for your store, as seen below.

As a result, your customer places an order with a coupon, which is also displayed above. As a starting point, I’m using the discount shown above.

Following that, the screencast below showed an order placed with a discount using the above coupon. Take a look at it.

If a customer wants to return a product and receive a refund, he or she must first submit a refund request, which is done by clicking the Refund button in the orders area, which takes them to the Refund Request Form.

After successfully submitting the refund request, the order will appear in the orders area with a status indication, as shown in the screencast below. 

When the merchant or business owner receives the refund request from the customer, he or she can process it in the backend for approval or cancellation.

You may watch the screencast below to see the refund request made by the customer, which includes a coupon discount —

When the merchant clicks the Refund button in the backend to process the refund amount, the Deduct Coupon Amount During Refund setting on the Refund tab is activated. He or She will be allowed to deduct the coupon-based discount from the return amount manually. 

The effect of this feature can be seen in the screencast below — 

Following that, the merchant is free to enter the refund amount and process the customer’s refund.

Take a look at the screencast below, which shows the coupon amount deducted from the refund amount processed.

4.9. Enable Auto Accept Refund Request 

You can offer an Auto Accept Refund Request feature within your plugin for refunds, likewise enabling or disabling this setting option. 

4.10. Enable To Block Customer Refund Request Mail

You can simply block the customer from sending refund request mails, likewise enabling or disabling this setting option. 

4.11. Enable Auto Restock When A Refund Request Accepted

You can simply Enable Auto Restock When Refund Request Accepted, likewise enabling or disabling this setting option. 

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APPEARANCE

4.12. Refund Button Text

You can simply customize your refund button text utilizing this setting. Just enter the text to display as a caption within your refund button at the front end.

For Example– If you have updated your refund button text to be-

Then, at frontend, your refund button would look like this – 

4.13. Enable Refund Reason Description

You can simply customize your refund reason-based description text utilizing this setting.

4.14. Predefined Refund Reason

You can simply offer custom predefined refund reasons for your refund-requesting customers utilizing this setting. Just enter the text over to display as predefined reasons for a refund at the front end.

Just add your list of predefined refund reasons separated by commas and display over frontend likewise, for more clarity refer to the screencast-

Then, the frontend visual would be like – 

Your customer can conveniently choose one reason from the given list and proceed further.

4.15. Enable Refund Rules

You can also enable/disable the refund rules displayed at the frontend utilizing this setting option available at the backend. 

For that, just toggle On the Enable Refund Rules button and add your defined refund regulations in the Refund Rules Editor given below. 

4.16. Refund Rules Editor

This setup option offers easy and seamless integration of the refund rules editor i.e. editor in the backend. 

Refund rules mentioned in the editor would easily be displayed over frontend, for clarity refer to the screencast below – 

4.17. Refund Form Wrapper Class

The refund form-based wrapper class can be entered here utilizing the setting for the product page.

4.18. Refund Form Custom CSS

Custom CSS for your refund form can be entered here utilizing the setting option. Just add your custom CSS class here referring to the section.

Other than these setting options, some other setup links are available beneath the setup page referring to the email setup, they are-

To Configure Refund Request Email Click Here.

To confIgure the refund-request email-based setting you can refer to the link given here. – 

You can access the link given to configure your refund request based on that email. As you access the link given you’ll be automatically redirected to the page, displayed here in the screencast below – 

This page consists of email configuration settings including the shortcodes to be displayed on the top that serve the purpose fully. The settings here include-

• Enable/Disable– This is a checkbox enable setting that is required to serve the notification enabling and disabling feature in check.
• Subject– This setting requires the mail subject-based input.
• Heading– The email heading is to be inputted here to continue.
• Custom email– The mail body or the mail description text needs to be updated here in this block.
• Email type– You need to define the email type here.
• HTML Template– This offers the link to the original template-based email copy if the merchant wants to edit the theme file directly. Either you can refer to the template through the link or hit the View Template button.

To Configure Refund Request Accept Email Click Here.

Similar to the refund request email configuration, you can also configure the refund-request accept email-based settings you can refer to the link given here and proceed with the settings part.

For a better understanding of the setup options and the page, refer to the screencast below-

This page consists of accept email configuration settings including the shortcodes to be displayed on the top that serves the purpose fully. The settings here include-

• Enable/Disable– This is a checkbox enable setting that is required to serve the notification enabling and disabling feature in check.
• Subject– This setting requires the mail subject-based input.
• Heading– The email heading is to be inputted here to continue.
• Custom email– The mail body or the mail description text needs to be updated here in this block.
• Email Type– You need to define the email type here.
• HTML Template– This offers the link to the original template-based email copy if the merchant wants to edit the theme file directly. Either you can refer to the template through the link or hit the View Template button. 

To Configure Refund Request Cancel Email Click Here.

To configure, refund-request cancel email-based settings you can refer to the link given here.

You can access the link given to configure your cancel refund request based on that email. As you access the link given you’ll be automatically redirected to the page, displayed here in the screencast below-

This page consists of cancel email configuration settings including the shortcodes to be displayed on the top that serves the purpose fully. The settings here include-

• Enable/Disable– This is a checkbox enable setting that is required to serve the notification enabling and disabling feature in check.
• Subject– This setting requires the mail subject-based input.
• Heading– The email heading is to be inputted here to continue.
• Custom email– The mail body or the mail description text needs to be updated here in this block.
• Email Type– You need to define the email type here.
• HTML Template– This offers the link to the original template-based email copy if the merchant wants to edit the theme file directly. Either you can refer to the template through the link or hit the View Template button.

4.19. Reason for Refund Placeholder

A placeholder can be added to this section of the settings to write refund reasons. The term “placeholder” refers to the set of words that appear in an input column or area before the user begins typing their data.

So, the refund placeholder can be anything you want it to be to give your consumers an idea of what they need to fill in there.

4.20. Refund Request Form Shipping Fee Description

If you want to add a shipping description within your refund request form, don’t worry just utilize this setting and easily add a description to your shipping.

If you want to update your shipping fee description can be added if you want to inform your customer about any important update in your shipping fee. For instance, refer to the screencast below-

4.21. Enable Refund Note On Product Page

Utilize this setting to enable refund notes over the product page with ease, just you have to toggle switch ON the option to enable the feature.

4.22. Refund Note On Product Page

Corresponding to the above setting option the refund note text on the product page can be entered utilizing this option.

For a better understanding of the refund note, you can refer to the screencast displaying the custom refund note on the product page itself- 

This is an outstanding setup tab available to set up the predefined set of rules for the refund request. In other words, the merchant or the store owner can set up the number of protocols based on the rules followed by if/else cases under the setting to be carried over as the refund policies.

For more clarity in the process refer to the tab screencast attached below-

This setting options allows merchant or store owners to create custom taxonomies for their main processes likewise-

Simply choose one of the three alternatives and begin creating your own RMA-based refund, exchange, or cancellation policy, picking for the case scenario offered, i.e. In case: If.

In the screencast below, you’ll see the case scenario, followed by a variety of options.

You can select any of the alternatives and continue with the policy configuration. 

Let me explain what each option means and why it was chosen.

• Maximum Days

Merchants can use this option to specify the number of days associated with their process policy. It’s as simple as stating the number of days.

• Order Status Premium

This option is quite important, as it is followed by roughly 12+ status parameters that create different order processing statuses (see details below).

• Completed– This status defines the completion of an order.
• Processing– This status defines the order isn’t completed i.e. under process.
• Refund Approved– This status defines the refund approval related to an order that is requested for refund.
• Refund Cancelled– This status defines the cancellation of a refund related to an order that is requested for the refund
• Refunded– This status defines the refund completion status of an order.
• Refund Requested–  This status defines the request initiation placement of a refund related to an order.

• Canceled– This status defines the cancellation of an order.
• Failed– This status defines the failure of an order due to any circumstantial issue.
• Exchange Requested– This status defines the request initiation placement of an exchange related to an order.
• Exchange Approved– This status defines the approval of an exchange related to an order.
• Exchange Canceled– This status defines the cancellation of exchange related to an order.
• Pending Payment– This status defines the pending payment status of an order placed.
• On Hold– This status defines the process on halt or on hold due to any circumstantial issue or concern.

Tax Handling

This option can be used to develop tax-related regulations that can aid in the refund, exchange, or cancellation of an order. There are two more sub-options in this option—

• Include Tax- This option defines the inclusion of tax in that policy or order.
• Exclude Tax- This option defines the exclusion of tax in that policy or order.

• Minimum Order Premium

The minimum number of orders that can be placed is defined by this parameter. Yes, you can use this option to set up as many orders as your store can dispatch. 

• Exclude Categories Premium

As the name implies, this choice entailed the policy’s exclusion of product-based categories. Simply type the name of the product category in the box, and that category will be automatically excluded.

• Exclude Products Premium

This option, like the one before it, involves the exclusion of products from a policy. Simply type the product’s name into the box, and those items will be automatically excluded.

For Instance, let me assist you with the RMA Policy for each process i.e. Refund, Exchange & Cancel –

In this, we have created a policy for RMA Exchange that denotes that exchange can only be performed if the maximum number of days for an order is less than 4.

This is the scenario, where we have created a policy for RMA Refund that denotes a refund can be possible only if tax is included along with the refund amount processed.

Likewise, the above two scenarios consist of an RMA Cancellation policy that denotes — the exclusion of defined categories based products for cancellation.

The very next tab to the RMA Policies tab is the Order Messages tab. This tab is minimal in the setting options available but ranks first among the features it offers. 

Utilizing the features of the tab, store owners can conveniently set up the messaging or the direct dialogue-based text exchange between the customer and the merchant itself. 

This tab includes setup options like —

8.1. Enable Attachment

This is also a toggle setting that allows store owners or merchants to Enable/Disable the toggle switch to allow your customers to access the image files attachment field in their refund order messages.

8.2. Enable to Block Email Premium

The administrator can enable this setting when they want customers to not receive any exchange-related mail.

8.3. Order Message Button Text

You can simply customize your order message button text utilizing this setting. Just enter the text to display as a caption within your order message button at the front end.

Other than these setting options, some other setup links are available beneath the setup page referring to the email setup, that is-

To Configure Order Message Email

In order to configure, refund-request cancel order email-based settings you can refer to the link given here and proceed with the settings part.

 

 

This page consists of cancel email configuration settings including the shortcodes to be displayed on the top that serve the purpose fully. The settings here include-

Email Notifications

It contains a list of multiple email notifications that are useful for your WooCommerce store processing. You can enable or disable any of the notification emails that seem feasible for you.

Email Sender Options

• From “name”

This is a text field that defines— how a sender name would appear in an outgoing WooCommerce email from your store. It is predefined here as the store admin name, still, if you require you can update that as per your ease.

• From “address”

This is also a text field that requires—-how a sender email would appear in an outgoing WooCommerce email from your store. It is predefined here as the store admin’s email, still, if you require you can update that as per your ease.

Email Template 

• Header Image– This is an attribute field that requires a URL to an image as an input of an image that you want to show in the email header. Remember, upload images using the media uploader (Admin > Media).
• Footer Text– This is also a text field that requires input of text that you want to appear in the footer of all WooCommerce emails. Remember, all available placeholders: {site_title} {site_url} are utilized in this field.
• Base Color– This field requires the input of the base color for WooCommerce email templates. By default the color given is— #96588a
• Background Color– This is also a color field that requires to be inputted for WooCommerce email templates. By default the background color given would be—  #f7f7f7.
• Body Background Color– This field requires input of the main body background color. By default, the given color would be— #ffffff.
• Body Text Color– This field requires the input of the main body text color. By default the color given would be— #3c3c3c.

Enable Email Insights– Enable this option, if you want to receive email notifications with additional guidance to complete the basic store setup and helpful insights. 

The last tab of the plugin setup area is API Settings.

This tab’s sole purpose lies in the API setup for the plugin’s smooth integration over 3rd party sites. Our bespoke WooCommerce plugin offers easy and seamless integration of the plugin’s API into their shop. 

The plugin not only acts as a link between the third-party API and the online store, but it also cuts down on the time it takes to complete each procedure. For that minimal setting, options are to be available here, which include-

This denotes the API enable toggle switch that thereby turns ON or OFF the API setting for the plugin. API settings thereby refers to an outstanding feature for the plugin i.e. you can utilize these settings to enable your plugin.

This setup option offers to save as well as generate your secret key for integration. Store owners can easily generate their integration secret key utilizing the GENERATE KEY button available and store that using the SAVE SETTINGS button thereafter.

That’s all for the initial setting options for the RMA plugin. For further clarity, there’s only one way through i.e. downloading and installing on your website.

This setting gives admins insight into the returns, refunds, exchanges, and cancellations across the website. The analytics section will cover the complete overview of return & exchange activities on your website.

NOTE: The RMA Report will be displayed in the Woocommerce Report section

There are subsections to this setting, 

• Report

In this section, the admin can have a holistic view which will include the Order ID, Request Type, Request Status, Order Status, and Request Date in the report section. It also provides the admins to set the date range that they can use to get accurate results. There is a separate section for “searching by “ORDER ID” Here the admins can put in the order ID of certain items to get the exact insight. 

 

The request statuses will be of three kinds – Complete, Pending, and Cancel. Further, the admin can click on the “ORDER ID” of each item to get redirected to the section from where you can cancel or complete the request. 

• Analytics 

This section is further divided into 4 sub-sections,

The first fold contains the total number of returns, exchanges, the top returned products, and the top exchange products. 

The second fold contains the Category and Product Relationship of Return, Exchange, and Cancellation. This data is represented through a bar graph format. This bar graph is divided into different categories on the x-axis. When you hover over the particular data, you will be in a position to see the exact number of returns,  exchanges, or cancellations for that particular category. 

The third fold contains the Detailed Data. Here the admin can view the category, products, return orders, exchange orders, and cancel orders.

The fourth and final fold contains the Return and Exchange Reasons. The admin can finally take a look at the listed reasons for returns and exchanges. 

Overall, this particular feature will enable the admins to keep track of all the returns, exchanges, and cancellations across their platform, to be in a position to efficiently cater to the requirements of the customers.

15.1. Refund 

To get started with a refund request for your order placed, one can simply follow the stepwise process defined below-

STEP 1: Clicking on the Refund Button, 

 

A Refund Request Form will be displayed. After filling out this form users can send the refund request to the admin.

STEP 2: After clicking on the Submit Request, the Refund Request will be transmitted to the Admin.

Note– Requests would be automatically accepted if you’ve enabled the Enable Auto Accept Refund Request in the General Settings tab.

As soon as the customer sends the refund request, a refund request-based Notification Email is to be sent over to the store admin. For instance, refer below-

Store Admin can now select orders— for which a refund is requested by the customer and check the order details. 

If the store admin finds the refund reason to be appropriate— he/she can accept the refund request placed and process the refund as per the refund method selected by the customer. After that, the customer receives a refund request acceptance email likewise below and the refund amount too.

15.2. Exchange Premium

To get started with an exchange request, you need to understand one thing very clearly i.e. the exchange cases. Yes, heard that right, our exchange process in the plugin follows 3 simple exchange cases. Let me detail you with them here-

Exchange Case 1: Exchange Product with Same Product of Same Price.

In this exchange scenario basically, the customer places an exchange request for a product that is similar. Such requests are placed to resolve size issues or damaged products received concerns. Let’s start with that-

STEP 1: After clicking on the “Exchange Button” for an order. An Exchange Request Form will be displayed.  

Just fill out the form by selecting the product that you want to be your next exchange product. For that, just click on the Choose Products button and start.

As you can see clearly in the above screencast, the customer has selected the same product for exchange that is of the same price. Then, the exchange request placed would have no balance amount in it, therefore the new order created concerning the request would be $0.

Enter the subject for your refund and description too if required along with some product screenshots, if you have some with you. After that hit on the Submit Request button to proceed with the exchange request.

STEP 2: After successfully submitting the refund and exchange request, the customer will receive the refund requested email.

Store Admin can now select orders among— for which exchange is requested by the customer and check the order details.

 

If the store admin finds the exchange reason to be appropriate— 

 

He/She would thereby accept the exchange requested and proceed with the exchange.

After accepting the exchange, a new order would be created automatically for the exchange requested. An exchange-approved request email is sent over to the customer with a new order link.

Exchange Case 2: Exchange Product with Same or Varied Product of Less Price.

In this exchange scenario basically, the customer places an exchange request for a product that is varied that too costs less than the actual product. 

Such requests are placed when a customer places an order by mistake or when the customer is not interested in buying that particular product at that time like concerns. Let’s start with that-

Step 1: After clicking on the “Exchange Button” for an order. An Exchange Request Form will be displayed.

Just fill out the form by selecting the product that you want to be your next exchange product. For that, just click on the Choose Products button and start.

The above screenshot displays the product display section where the customer has selected one product and set it for exchange.

You can see in the below screencast that—- the customer has selected a product that is varied from the actual one that too is of less price than the actual product set for exchange. therefore, creates a scenario of an extra amount refund back to the customer.

Here, you can see two different Refund Method fields displayed in the exchange form just below the Remaining Amount note. What you have to do is select one out of the two methods to process your remaining amount refund.

We’re presenting demonstrations for both options here. Let’s say the customer selects for Refund in the Wallet option and hits Send Request.

Step 2: As soon as the exchange request is placed the store admin receives an exchange-requested email about that. 

Store Admin can now select orders among— for which exchange is requested by the customer and check the order details.

If the store admin finds the exchange reason to be appropriate— for which exchange is requested by the customer and checks the order details. He/she would thereby accept the exchange requested and proceed with the exchange.

After accepting the exchange, a new order would be created automatically for the exchange requested.

After accepting the exchange, a new order would be created automatically for the exchange requested.

An exchange-approved request email is sent over to the customer with a new order link.

After the exchange is processed from the admin end, the refund is directly transferred to the customer’s wallet.

Let’s discuss the case with Manual Refund too.

STEP 3: After successfully placing a refund request for a certain product, the customer can wait till the request gets accepted by the store admin or the store manager.

Note – This waiting step can be skipped if you’ve already enabled the Enable Refund & Exchange For Exchange Approved Order toggle in the General settings tab or the Enable Auto Accept Refund Request in the Refund Settings tab.

While placing the refund request, one needs to set the refund method likewise the two options displayed in the above screencast i.e. Refund in Customer Wallet and Refund Through Manual Method.

Suppose, you select Refund in Customer Wallet then the refund amount would automatically be transferred into the customer’s wallet. But, if he selects the Refund Through Manual Method then a new field i.e. The Bank Details field would be displayed just below the refund method field for the customer to fill in the bank details within.

Just, enter your bank details available in the field given and proceed further.  Now, the store admin receives the refund-requested notification email.

He/She can simply navigate towards the Order Listing panel and select the order that is requested for refund. For more clarity refer to the screencast below-

 

Select the order for Order Details and check for refund requests placed to Accept or Cancel the request and proceed further.

If it seems convincing, they can simply hit Accept to accept the refund requested or vice-versa to cancel the request.

As they accept the refund request, the refund amount-related details are to be presented over likewise in the below screencast. You need to just hit the Refund Amount button to set the product amount to be refunded in the customer’s account directly.

After accepting the refund you can refund the amount Manually or by Automated Payment Refund Feature. Through this feature, the admin can refund the amount with the same payment method that is used by the customer during the purchase.

Here’s the refund accepted email request notification email that is to be sent by the store admin to the consumer to notify.

Exchange Case 3: Exchange Product with Same or Varied Product of More Price.

In this exchange scenario basically, the customer places an exchange request for a product that is varied from the original product that too costs more than the actual product. 

Such requests are placed when a customer places an order by mistake or when the customer is not interested in buying that particular product at that time like concerns. Let’s start with that-

STEP 1: After clicking on the “Exchange Button” for an order. An Exchange Request Form will be displayed.

Just fill out the form by selecting the product that you want to be as your next exchange product. For that, just click on the Choose Products button and start.

In the above screencast, you can see that the customer has selected the product that costs more than the actual product set for the exchange by value. Therefore, it creates a clear case of product exchange with an extra amount.

So, as per the rules, this exchange can only be possible if the customer agrees to pay the extra difference amount for that order. For reference refer the screencast below-

STEP 2: Complete the exchange request form and process the exchange request by hitting the Submit Request button.

As soon as the request is submitted the store admin will receive an exchange request email regarding it.

Store Admin can now select orders among— for which exchange is requested by the customer and check the order details. 

If it seems convincing, they can simply hit Accept to accept the refund requested or do the vice-versa to cancel the request.

As they accept the request, a new order is generated that displays the extra amount to be paid along with the exchange product details likewise the screencast below-

STEP 3: As the exchange request is accepted, the customer receives an exchange request accept email that displays the information along with the link to pay the extra difference amount within. 

Note– Customers can utilize the link to pay the difference amount or shall proceed with the other way described below.

Customers can also refer to their Orders section from time to time to process their exchange request further by paying the extra difference amount utilizing the Pay Now button displayed in the order manage controls.

As they process the payment successfully the order i.e. exchange is placed and scheduled. You can refer to the below screencast to understand how the exchange status is modified.

15.3. Cancel Premium

To get started with an exchange request for your order placed, one can simply follow the stepwise process defined below-

STEP 1: Click on the ‘Cancel Request‘ button.

A Cancel Request Form will display, where users can select those products that they want to remove from the order or cancel the whole order.

STEP 2: Click on the “Cancel Product” to remove the selected product from the order.

Note– Admin can see all the requests from WooCommerce -> Orders. To review the detailed information of any order by clicking on that particular order.

Admin can verify all the details of the claimed order and also accept and cancel requests by clicking on the particular Accept/Cancel request buttons on the order edit page.

As of now, you have an idea of the process flow.

15.1. Refund 

To get started with a refund request for your order placed, one can simply follow the stepwise process defined below-

STEP 1: Clicking on the Refund Button, 

 

A Refund Request Form will be displayed. After filling out this form users can send the refund request to the admin.

STEP 2: After clicking on the Submit Request, the Refund Request will be transmitted to the Admin.

Note– Requests would be automatically accepted if you’ve enabled the Enable Auto Accept Refund Request in the General Settings tab.

As soon as the customer sends the refund request, a refund request-based Notification Email is to be sent over to the store admin. For instance, refer below-

Store Admin can now select orders— for which a refund is requested by the customer and check the order details. 

If the store admin finds the refund reason to be appropriate— he/she can accept the refund request placed and process the refund as per the refund method selected by the customer. After that, the customer receives a refund request acceptance email likewise below and the refund amount too.

15.2. Exchange Premium

To get started with an exchange request, you need to understand one thing very clearly i.e. the exchange cases. Yes, heard that right, our exchange process in the plugin follows 3 simple exchange cases. Let me detail you with them here-

Exchange Case 1: Exchange Product with Same Product of Same Price.

In this exchange scenario basically, the customer places an exchange request for a product that is similar. Such requests are placed to resolve size issues or damaged products received concerns. Let’s start with that-

STEP 1: After clicking on the “Exchange Button” for an order. An Exchange Request Form will be displayed.  

Just fill out the form by selecting the product that you want to be your next exchange product. For that, just click on the Choose Products button and start.

As you can see clearly in the above screencast, the customer has selected the same product for exchange that is of the same price. Then, the exchange request placed would have no balance amount in it, therefore the new order created concerning the request would be $0.

Enter the subject for your refund and description too if required along with some product screenshots, if you have some with you. After that hit on the Submit Request button to proceed with the exchange request.

STEP 2: After successfully submitting the refund and exchange request, the customer will receive the refund requested email.

Store Admin can now select orders among— for which exchange is requested by the customer and check the order details.

 

If the store admin finds the exchange reason to be appropriate— 

 

He/She would thereby accept the exchange requested and proceed with the exchange.

After accepting the exchange, a new order would be created automatically for the exchange requested. An exchange-approved request email is sent over to the customer with a new order link.

Exchange Case 2: Exchange Product with Same or Varied Product of Less Price.

In this exchange scenario basically, the customer places an exchange request for a product that is varied that too costs less than the actual product. 

Such requests are placed when a customer places an order by mistake or when the customer is not interested in buying that particular product at that time like concerns. Let’s start with that-

Step 1: After clicking on the “Exchange Button” for an order. An Exchange Request Form will be displayed.

Just fill out the form by selecting the product that you want to be your next exchange product. For that, just click on the Choose Products button and start.

The above screenshot displays the product display section where the customer has selected one product and set it for exchange.

You can see in the below screencast that—- the customer has selected a product that is varied from the actual one that too is of less price than the actual product set for exchange. therefore, creates a scenario of an extra amount refund back to the customer.

Here, you can see two different Refund Method fields displayed in the exchange form just below the Remaining Amount note. What you have to do is select one out of the two methods to process your remaining amount refund.

We’re presenting demonstrations for both options here. Let’s say the customer selects for Refund in the Wallet option and hits Send Request.

Step 2: As soon as the exchange request is placed the store admin receives an exchange-requested email about that. 

Store Admin can now select orders among— for which exchange is requested by the customer and check the order details.

If the store admin finds the exchange reason to be appropriate— for which exchange is requested by the customer and checks the order details. He/she would thereby accept the exchange requested and proceed with the exchange.

After accepting the exchange, a new order would be created automatically for the exchange requested.

After accepting the exchange, a new order would be created automatically for the exchange requested.

An exchange-approved request email is sent over to the customer with a new order link.

After the exchange is processed from the admin end, the refund is directly transferred to the customer’s wallet.

Let’s discuss the case with Manual Refund too.

STEP 3: After successfully placing a refund request for a certain product, the customer can wait till the request gets accepted by the store admin or the store manager.

Note – This waiting step can be skipped if you’ve already enabled the Enable Refund & Exchange For Exchange Approved Order toggle in the General settings tab or the Enable Auto Accept Refund Request in the Refund Settings tab.

While placing the refund request, one needs to set the refund method likewise the two options displayed in the above screencast i.e. Refund in Customer Wallet and Refund Through Manual Method.

Suppose, you select Refund in Customer Wallet then the refund amount would automatically be transferred into the customer’s wallet. But, if he selects the Refund Through Manual Method then a new field i.e. The Bank Details field would be displayed just below the refund method field for the customer to fill in the bank details within.

Just, enter your bank details available in the field given and proceed further.  Now, the store admin receives the refund-requested notification email.

He/She can simply navigate towards the Order Listing panel and select the order that is requested for refund. For more clarity refer to the screencast below-

 

Select the order for Order Details and check for refund requests placed to Accept or Cancel the request and proceed further.

If it seems convincing, they can simply hit Accept to accept the refund requested or vice-versa to cancel the request.

As they accept the refund request, the refund amount-related details are to be presented over likewise in the below screencast. You need to just hit the Refund Amount button to set the product amount to be refunded in the customer’s account directly.

After accepting the refund you can refund the amount Manually or by Automated Payment Refund Feature. Through this feature, the admin can refund the amount with the same payment method that is used by the customer during the purchase.

Here’s the refund accepted email request notification email that is to be sent by the store admin to the consumer to notify.

Exchange Case 3: Exchange Product with Same or Varied Product of More Price.

In this exchange scenario basically, the customer places an exchange request for a product that is varied from the original product that too costs more than the actual product. 

Such requests are placed when a customer places an order by mistake or when the customer is not interested in buying that particular product at that time like concerns. Let’s start with that-

STEP 1: After clicking on the “Exchange Button” for an order. An Exchange Request Form will be displayed.

Just fill out the form by selecting the product that you want to be as your next exchange product. For that, just click on the Choose Products button and start.

In the above screencast, you can see that the customer has selected the product that costs more than the actual product set for the exchange by value. Therefore, it creates a clear case of product exchange with an extra amount.

So, as per the rules, this exchange can only be possible if the customer agrees to pay the extra difference amount for that order. For reference refer the screencast below-

STEP 2: Complete the exchange request form and process the exchange request by hitting the Submit Request button.

As soon as the request is submitted the store admin will receive an exchange request email regarding it.

Store Admin can now select orders among— for which exchange is requested by the customer and check the order details. 

If it seems convincing, they can simply hit Accept to accept the refund requested or do the vice-versa to cancel the request.

As they accept the request, a new order is generated that displays the extra amount to be paid along with the exchange product details likewise the screencast below-

STEP 3: As the exchange request is accepted, the customer receives an exchange request accept email that displays the information along with the link to pay the extra difference amount within. 

Note– Customers can utilize the link to pay the difference amount or shall proceed with the other way described below.

Customers can also refer to their Orders section from time to time to process their exchange request further by paying the extra difference amount utilizing the Pay Now button displayed in the order manage controls.

As they process the payment successfully the order i.e. exchange is placed and scheduled. You can refer to the below screencast to understand how the exchange status is modified.

15.3. Cancel Premium

To get started with an exchange request for your order placed, one can simply follow the stepwise process defined below-

STEP 1: Click on the ‘Cancel Request‘ button.

A Cancel Request Form will display, where users can select those products that they want to remove from the order or cancel the whole order.

STEP 2: Click on the “Cancel Product” to remove the selected product from the order.

Note– Admin can see all the requests from WooCommerce -> Orders. To review the detailed information of any order by clicking on that particular order.

Admin can verify all the details of the claimed order and also accept and cancel requests by clicking on the particular Accept/Cancel request buttons on the order edit page.

As of now, you have an idea of the process flow.

We have now made the Return, Refund & Exchange For WooCommerce PRO plugin completely interoperable with a variety of excellent plugins. All of these plugins that offer compatibility would add a sense of ease to your return, refund, and exchange order process carried out via plugin features. 

Let’s get into the specifics of the plugin that define its purpose –

The WooCommerce refund plugin is now compatible with Bookings for WooCommerce and Bookings for WooCommerce Pro. The admins can enable the customers to utilize the RMA refund form for booking products as well. This makes the overall refund process convenient for both the merchants and customers. 

The WordPress Warranty Plugin is compatible with the WooCommerce Gift Cards and Gift Cards For WooCommerce Pro. Admin can now provide refund functionality on gift cards to its users. But for the practical implementation users are required to fulfill two conditions i.e. the expiration period of the gift card shouldn’t be achieved and its usability should be equal to zero.

The refund request for gift cards can be successfully initiated only if these conditions are satisfied by the user’s end.

The RMA WooCommerce plugin is fully compatible with WooCommerce Sequential Order Numbers Pro by SkyVerse and Sequential Order Numbers for WooCommerce by WebToffee. 

You can quickly format the order numbers in your WooCommerce store thanks to this compatibility. The WooCommerce sequential order number plugins lets you format your old and new WooCommerce order numbers into a sequential or linear sequence. You don’t have to skip values when formatting your order numbers; you can use WT-01000-UK, WT-01001-UK, etc (such as 15, 37, etc).

WordPress Multilingual i.e. WPML plugin to facilitate easy translations and localization within the plugin. It allows the admin to translate the word strings to all the languages that are supported by the WPML. 

Yes, you can now effectively translate your plugin-based strings into the language of your choice. To begin the translation process, simply extract all of your plugin-based strings and then follow the steps below:

Click on WPML > Themes and Plugins Localization > Strings in the Plugin > WooCommerce RMA | Return-Refund-Exchange

Checkbox the plugin name and click on “scan selected plugin for strings”. 

The WPML extracts all the strings from that plugin. 

From language switcher options, add the preserved URL arguments as order_id.  

After this, click on the (+) plus sign to translate that string for the chosen language… 

Write the translated version of that string.  

Now, if the customer opts for Hindi from the option, they see the translated version of the string. Similar to this, the admin can translate all the strings (supported by WPML) and engage multilingual buyers. 

Our RMA plugin is compatible with High Performance Order Storage (HPOS) Which uses WooCommerce CRUD design to store order data in custom tables to optimize order queries and ensure the smooth workflow of your WooCommerce store.

To Enable HPOS Follow these steps:

Firstly, make sure your WooCommerce version is updated with the latest 8.0. After that navigate to WooCommerce > Settings > Advanced > Features and choose the High Performance Order Storage option for orders.

For more information, refer to the WooCommerce HPOS Documentation

 

Don’t see a feature in the RMA Return Refund & Exchange for WooCommerce Pro plugin that you think would be useful? We’d love to hear it— Reach out to our Support Query and we’ll consider adding it in a future release.

Users can utilize the following sections to get in-depth knowledge about the event tickets manager plugin… 

• How To Setup Return And Exchange In Your Online Store?
• How Refund And Exchange Can Be A Key To Customer Satisfaction?
• eCommerce Return Merchandise Authorization (RMA)- All You Need To Know
• Decoding the Refund and Exchange Facilities for Maximum Customer Satisfaction!
• How To Write Refund And Exchange Policy For Your Online Store?
• Top 10 Reasons For Refund And Exchange That Every Online Retailer Must Know
• 5 Best WooCommerce Refund Plugins To Streamline Your Returns Process

• How To Simplify Refund Management Process with Return Refund and Exchange for WooCommerce Plugin?
• RMA Return Refund and Exchange for WooCommerce Pro: Part 1: Refund [Version 2024]
• RMA Return Refund and Exchange for WooCommerce Pro : Part 2: Exchange [Version 2024]
• RMA Return Refund and Exchange for WooCommerce Pro : Part 3: Cancel [Version 2024]
• RMA Return Refund and Exchange for WooCommerce Pro: Part 4: Wallet [Version 2024]
• How to Easily Manage Refund and Exchange With Return, RMA Refund, and Exchange For WooCommerce Pro?
• How To Set Up RMA Return Refund & Exchange For WooCommerce on Your WordPress & WooCommerce Store?
• What is RMA Return Refund & Exchange For WooCommerce Pro || 2022
• How do I add a cancel functionality in WooCommerce Refund And Exchange With RMA in 2023?
• Why An Ecommerce Business Needs Return Merchandise Authorization (RMA)?
• WooCommerce Refund and Exchange With RMA: How to add Refund options to the WooCommerce store || 2023
• How To Set Up A Wallet System With RMA on the WordPress Website in 2023?
• WooCommerce Refund And Exchange With RMA: How To Setup Exchange Functionality|| 2022

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