1.Overview

Return Refund and Exchange for WooCommerce plugin helps store owners to increase customer satisfaction and builds a strong relationship with buyers. This FREE plugin sets up a system in your WooCommerce store that allows your buyers to submit refund requests on delivered orders that don’t fit their needs (along with the reasons).

The whole process goes under a dedicated mailing system which would keep both the parties on the same track. With WPML, the full features can be translated into different languages, to engage multilingual buyers across the globe.

Some exciting features of the extension are as follows.

  1. Provide a complete refund system.
  2. Efficient tax handling.
  3. Use  Shortcode for email content.
  4. Effectively plan refund policies.
  5. Offer outstanding API integration.
  6. Allow customers to add a reason for the refund.
  7. Admin can set predefined reason requests.
  8. A user can send an attachment with the refund request.
  9. Admin can manage stock on each refund.
  10. Admin can add refund guidelines on the refund request form.
  11. Set the frontend text for “view order” and “refund” button from the Text setting options

 

2.Compatibility With Gift Cards For WooCommerce

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.

3.Installation

Plugin Installation

The free version of the Return Refund and Exchange for WooCommerce plugin can easily be installed following two different installations methods available, listed below-

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:

plugin installation
  1. From the plugin menu click on “Add New
  2.  Search for Return Refund and Exchange for 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.

manual installation

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.

4.Plugin’s Backend Setup

The free version of “Return Refund and Exchange for WooCommerce” plugin provides an easy, simple and complete refund management system for your WooCommerce store.

4.1.General Settings Tab

The first setting to start the RMA implementation is the General Settings tab. This tab includes basically all the initial enable/disable settings for the plugin. For a better understanding, you can refer to the screencast given below-

general settings

These four settings would assist you in setting up the refund request button in the customer order’s detail. Consumers can apply whenever they need a return or refund, simply by clicking on it.

Enable Refund

This is a toggle-based setting that allows merchants to enable or disable the refund process within your store products. As you enable this toggle switch ON your system would start getting refunds for your products.

The below-stated screenshot depicts the purpose of the setting at front end.

enable refund

Enable Order Messages

This is also a toggle-based setting option that thereby allows your customers to send messages related to their purchased products.

With our “Return Refund and Exchange for WooCommerce” plugin, you can provide your unhappy customer with a refund button on the order page, so that he can easily request a refund.

order message history
Here’s the order listing page for your website that is available under woocommerce.
order-setting

Clicking on the Return button, a “Return Request Form” will display to your customer. After filling out this form your customer will be able to send the return request to the admin. 

Enable Tracking

This is also a toggle-based setup option that offers outstanding tracking functionality for your RMA-based returns and refund processings over the eCommerce store.

Enable to Show Bank Details Field for Manual Refund

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

order product refund request form

4.2.Refund Settings Tab

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

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

refund settings

Select Pages To Hide Refund Button

Hide Refundbutton from the pages selected over for buyers during the refund processing. Just you need to add the page names within the box and set.

Enable to show Manage Stock Button

The Merchant can easily and effectively enable/disable the managed stock button from the frontend view when the refund request is approved. For further clarification, kindly refer-

refund requested products

Enable Attachment

This setup option allows merchants to enable or disable the refund-related image attachments along with the refund order messages within the refund form.

Attachment Limit

This setting option offers a facility to the merchant under which he/she can give the maximum number of image files that the buyers can send along with the refund request form as their supportive refund proof.

APPEARANCE

Settings under this option are totally focused on the Frontend appearance of the plugin. The front view of the buttons along with the text and their appearance can be majorly controlled by utilizing this setup area. 

Refund Button Text

This setup option offer settings that focus completely on the setup options that involve updating the refund button-based text as the merchant o the store owner decides or wishes to have.

Enable Refund Reason Description

Through this Merchant can enable/disable the Refund Reason Description field on the refund request form. Merchant can update the description area as well as can predefine the text limit allowed over description with all ease.

The below-attached screenshot can display- How the setup options here are to be displayed over the front end. Have a look-

order refund request form

Predefined Refund Reason

Utilizing this setup option, the Merchant can set multiple predefined refund reasons which may be the reason for the refund requests.

Enable Refund Rules

ThroMaking use of this setting, the admin can display the refund rules on the Refund Request Form just by updating them manually.

Refund Rules Editor

In this section, the admin can write the Refund Rules by simply using the custom HTML and CSS.

ADDITIONAL LINKS

These are the set of some additional links available at this setting tab that offer smooth traversing within the plugin setup area. You can get an idea just by clicking the links given. 

To Configure Refund Request Email Click Here.

Merchant or store owners can visit the link if they wish to have their email for the refund to be configured and approved.

To Configure Refund Request Accept Email Click Here.

Merchant or store owners can visit the link if they wish to set up a predefined email format or the template for their accept refund email request process.

To Configure Refund Request Cancel Email Click Here.

Merchant or store owners can visit the link if they wish to set up a predefined email format or the template for their cancel refund email request process.

4.3.RMA Policies Settings Tab

This is an outstanding setup tab available in order to set up the predefined set of rules for the refund request based. 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 the tab screencast attached below-

rma policies

4.4.Order Message Settings Tab

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. 

Refer the screencast of the tab first-

order message settings

This tab consist of the major settings options only, rest each and every setting related to the order message format is available right there over your WooCommerce plugin settings optios.

Enable Attachment

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

APPEARANCE

Order Message Button Text

This setting is concerned with the order message button text modification on the frontend. Utilizing this setting, the admin can alter the Order Messages button text in the frontend.

To Configure Order Message Email Click Here.

Merchant or store owners can visit the link if they wish to have their email for the refund to be configured and approved.

4.5.API Settings Tab

Last tab of the plugin setup area is API Settings. This tab’s sole purpose lies in the API setup for the plugin smooth integration over 3rd party sites.

API Settings Tab

For that minimal setting options are to be available here, that includes-

Enable API

This denotes the API enable toggle switch that thereby turns ON or OFF the API setting for the plugin.

Secret Key

This setup option offers to save as well as generate your secret key for integration. Store owners can easily generate their integration secret key utilising 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 own website. 

5.Premium Version Features

The Premium version of Return Refund and Exchange for WooCommerce plugin provides many features of refund, exchange, cancel order and wallet management system. It gives your customers, an easy and simple way to apply for a refund, exchange, and cancel orders. It allows buyers to receive refunded amounts in their wallet and much more.

For more information on the Premium version: Click Here

5.1.Exchange Setting

woocommerce-rma-refund-and-exchange-pro-strip

Exchange Product settings allow you (administrator) to enable/disable the exchange feature on your WooCommerce store for your customer. 

To see the exchange button in action, you must first set these four necessary settings.

  1. Enable exchange request.
  2. Set the maximum number of days.
  3. Select the order status in which the order can be exchanged
  4. Select the pages where the Exchange button is to be shown
exchange setting

 

After enabling the setting, your customer can send the exchange request by following the steps.

Start by clicking on the “Exchange Button“.

woocommerce refund and exchange order page

 

After clicking on the “Exchange” button, an exchange request Form will be displayed. After filling out this form the customer will be able to send the exchange request.

Admin can allow the customer for two types of exchange policies.

  1. Exchange products with selected products or their variations.
  2. Exchange the product by any product.

1) Exchange product with selected products or its variations

woocommerce refund and exchange exchange product with its variation

 

2)Exchange the product with any product

woocommerce refund and exchange exchange product from shop

 

After clicking on the Submit Request, the exchange request transmits to the admin.

The admin can see all the exchange requests from the Order list. View any request by clicking on that particular order.

woocommerce refund and exchange edit page

 

The admin can view all the details of the exchange requested products and “Accept” or “Cancel” the exchange request.

woocommerce refund and exchange accept or reject exchange request

 

If the admin accepts exchange requests then he/she can manage the stock by clicking on the “Manage Stock” button.

woocommerce refund and exchange accept exchange setting

 

5.2.Common Setting

woocommerce-rma-refund-and-exchange-pro-strip

This setting will work for both Refund and Exchange Requests.

pro common setting

 

  • Enable Single Refund/Exchange Per Order: After enabling this feature the merchant can recommend one request for an order, If anyone’s Refund/Exchange request is done with an order then further Refund/Exchange request is disabled for that order.
  • Enable Refund & Exchange for exchange approved order: Enable this setting if you want to again enable the refund/exchange setting on the exchange approved product.
  •  Sidebar: The merchant can enable the settings for showing the sidebar in the refund and request form.
  • Admin can Write the Main Wrapper Class & Child Wrapper Class of Theme if add some design on the frontend.
  • Custom CSS: The merchant can change the physical properties of refund from, exchange form, wallet using the custom CSS.
  • Enable order messages: Admin can allow customers to send messages by enabling this setting. 
  • Enable Attachment Upload for Order Messages: Allow customers to attach images with the order messages. 
  • Shortcode for Guest Refund/Exchange Form: Copy and paste this shortcode, and display the refund/exchange form for guest buyers.
  • Refund/Exchange/Cancel Button for COD: Hide Refund/Exchange/Cancel Button from the page for COD buyer

5.3.Cancel Order Setting

woocommerce-rma-refund-and-exchange-pro-strip

Select to show cancel button on pages:

Admin can select the pages on which “Cancel Button” is shown in the backend.

cancel order

Cancel Selected Product From the Order:

By enabling this setting, the admin can allow the customer to cancel only the selected products instead of the whole order.

cancel selected order

5.4.Wallet settings

woocommerce-rma-refund-and-exchange-pro-strip

Enable Customer Wallet:

If you want to add the refunded amount to the customer wallet then check box the “Enable Wallet” options. The other option lets you set the complete wallet setting.

After enabling this setting the refunded amount will automatically be added to the customer wallet.

Enable to Select Refund Method to Customer:

Admin can check this box to allow the customers to select the methods they want for their refund.

There are two types of refund methods.

  1. Refund in Customer Wallet
  2. Refund through Manual Method
wallet setting

5.5.Modify Text on Frontend

woocommerce-rma-refund-and-exchange-pro-strip

Admin can modify the frontend text through these settings.

text modify

5.6.Catalog Setting

woocommerce-rma-refund-and-exchange-pro-strip

Through this setting, the admin can create catalogs and select products for that created catalog. Further, based on those cataloged products, admin can set “Maximum Refund Days” and “Maximum Exchange Days“. 

This makes it possible to segment products and assign different refund and exchange time limits for the refund and exchange. 

If you want to exclude the products from the exchange/refund process then simply enter the refund/exchange days to 0.

catalog setting

Add/Remove(+/-): Use plus (+) sign to add a new catalog and minus (-) to remove the existing catalog.

Catalog Name: Here the merchant can give a “Name” to the catalog.

Select Catalog Products: Here admin can select products to add to the catalog.

Maximum Refund Days: Set maximum number of days up to when the refund request is possible on the products.

Maximum Exchange Days: Set maximum number of days up to when exchange request is possible on the products.

6.Feedback and Suggestions

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

7.FAQs

 

Please go to the WPSwings -> Refund-Exchange lite Setting ->Refund Tab  -> and in the most below you will get all the emails to Configure for you accordingly.

Yes, customers and admin can communicate while processing a refund request through the order messages which you can configure from the WPSwings -> Refund-Exchange lite Setting ->Order Message Tab.

 

Yes! The plugin automatically manages the stock after every successful refund of the product. Admin can set it by following steps; WPSwings -> Refund-Exchange lite Setting->Refund Tab-> Enable to show Manage Stock Button -> then admin can manage the stock from the WooCommerce orders section accordingly.

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