How to Give Customers an Easy Way to Request a Refund on a WooCommerce Shop

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Having a refund policy is a must when it comes to selling anything online. It needs to be clearly defined on the site. Do you give refunds? If so, what is required? What is the time limit?

These are the processes needed. And once in place, it need to be easy for the customer. Why. Well, I know from experience as a consumer that finding refund information isn’t always easy on a site. I suspect that in some cases, merchants have designed it purposely that way.

Face it. Refunds will happen. That is the nature of selling. And by making it easy for someone to request a refund, you are more likely to get that customer to return for a future purchase.

The WooCommerce Smart Refunder Extension

Now there are services and other plugins that do this for you. Or or you can create your own system using simple contact forms, etc. But if you are just starting to look at the process for a new store, or need to change an element of an existing process, this might be the solution

Initially, you will want to configure your storewide settings. These include the status of orders where you will accept a refund as well as an auto-approve option.

You can also offer a coupon as the refund and let the customer choose between the coupon and cash back. And lastly, as reflected from the refund policy, the refund period will need to be addressed.

smart refunder storewide settings

Once the plugin is activated and the settings completed, if the customer goes into their account page and views their orders, they will find an option to request a refund. This will only appear on the orders that fall within the refund period.

request refund button in orders on account page

As a customer, if I click on it, I get this simple form to fill out. Since I have the coupon option toggled on, you can see that here.

Interestingly, they also have an option to request a partial refund. There are some things to think about with this option and they should also be reflected somewhere in the refund policy. Note that this extension does not have a way to hide this option so be prepared to consider partial refunds.

refund request submission with coupon option

Once the refund request has been submitted, it will be noted on the order.

refund request notes on orders in account page

The customer will receive this email. The store administrator will also receive an email with similar information.

customer email

Refunding the Order

As the store admin, you will now find any orders that have requested refunds on your Orders page. On the right, under actions, you can manage or reject the refund.

refunds on order page

When we click on the action, we have the option to fill our the refund amount and send the coupon code, or reject it.

fill out the form to either accept or reject refund

If I do send the refund, it will be not be noted as refunded on the orders page. (This will be noted in the full order page and in the order notes.)

refunded on order page

If I chose to refund 100%, the customer will receive two emails, first the one of refund notification. I have included a personal note that shows next the refunded amount.

email refund notification to customer

And the second email with the coupon code.

coupon code email

Of course, this would have looked differently if rejected, and that will depend on the store owners own policy.

Just a final couple of notes. If store credits are preferred instead of a coupon, you can use the WooCommerce Smart Coupons to offer that option.

And if you want to offer instant refunds, make sure your clients payment gateway offers it as well. If they dont, they can go into your Payment methods in the WooCommerce settings and click on the “?” for the payment method and it will let you know if it include returns.

So if you are building a shop and your clients want to include an easy way to offer refund requests or are just looking for a solution to a current need, you can check out the WooCommerce Smart Refunder extension here.

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