Cashback for WooCommerce

Cashback for WooCommerce can offer cashback to users for actions such as placing orders, using certain payment methods and shipping methods.

Installation

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1. Download the cashback-for-woocommerce.zip file from your WooCommerce account.

2. Go to: WordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File.

3. Install Now and Activate the extension.

More information at: Install and Activate Plugins/Extensions.

Setup and Configuration

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To access the plugin settings navigate to Dashboard > Cashback > Settings.

Product Cashback

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General

• By default, the cashback for products will not be issued to your users. Enable Product Cashback checkbox to award order cashback to your users.
• By default, the cashback will be issued based on the First Matched Rule. You can change the Rule Priority to award the cashback based on your needs.

Rules

• Click the “Add New Rule” button to create a new rule.
• Enter the name for the rule in the Rule Name field.
• Fill in a description for the rule in the Description box. This description will not be displayed to the user.
• In the Rule Status option, if the rule is set to Active, the rule will be considered for Cashback.

Rules Configuration – General

• Select the Cashback Type as “Percentage of Product Price/Fixed Value” & set the value in the Cashback Value field.
• If you wish to limit the cashback earned for a product, set the value in the Maximum Cashback to be Earned for a Product field. The calculated cashback for the product will not exceed this value. This field is displayed only when the Cashback Type is set as Percentage of Product Price.
• By default, cashback will be calculated based on the Regular Price. You can change it to Sale Price using the “Calculate Cashback based on” option.
• If the tax is included in the product price and you wish to award the cashback based on the product price excluding the tax, then enable the Calculate Cashback Without Tax checkbox.

Rules Configuration – Criteria

• By default, Cashback will be awarded to all products. If you wish to restrict to award for certain products/categories, then make use of the options available in the Product/Category Filter.
• By default, Cashback will be awarded to all users. If you wish to restrict to award for certain users/user roles, then make use of the options available in the User(s)/User Role(s) Filter.
• If you wish to adjust the cashback percentage value based on User Role, then enable the User Role Percentage checkbox & set the value in respective fields.

Rules Configuration – Restrictions

• By default, Cashback will be awarded for Sale Items. If you wish to restrict it, then enable the “Restrict Cashback for Sale Price Products” checkbox.
• When the Restrict Cashback for Sale Price Products checkbox is enabled, the Calculate Cashback based on option is hidden, since cashback will not be awarded for sale price products.
• If you wish to award the product cashback only when a minimum quantity of the product is purchased, then set the value in the Minimum Quantity Required to Award Product Cashback field.
• If you wish to award the product cashback only when the order total reaches a certain amount, then set the value in the Minimum Order Total Required to Award Product Cashback field.
• If you wish to stop awarding the product cashback when the order total exceeds a certain amount, then set the value in the Restrict Product Cashback when the Order Total Exceeds the Entered Value field.
• If you wish to restrict the product cashback when certain shipping methods are used in the order, then select those shipping methods in the Restrict Product Cashback when the Shipping Method Selected in this Option is Used in the Order option.
• If you wish to restrict the product cashback when certain payment gateways are used in the order, then select those payment gateways in the Restrict Product Cashback when the Payment Gateway Selected in this Option is Used in the Order option.
• By default, the product cashback is awarded for every quantity purchased. If you wish to award the cashback for only one quantity of the product even when multiple quantities are purchased, then enable the Award Product Cashback to One Quantity of the Product when Multiple Quantities are Purchased checkbox.
• Save the Settings.

Once the rule has been successfully created, then a separate entry will be created. The following columns will be present in the table using which you can edit/deactivate/delete the rule(s) based on your needs,

• Rule Name
• Cashback Based on
• Products/Categories
• User(s)/User Role(s)
• Created Date
• Last Modified Date
• Status
• Actions

Messages

You can customize the message displayed on the product page, cart page & checkout page.

Localization

You can customize the log recorded for cashback received for purchasing products in the order at both frontend[My Account -> My Cashback] & backend[Cashback -> Transactions].

Order Cashback

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General

• By default, the cashback for orders will not be issued to your users. Enable Order Cashback checkbox to award order cashback to your users.
• By default, the cashback will be issued based on the First Matched Rule. You can change the Rule Priority to award the cashback based on your needs.

Rules

• Click the “Add New Rule” button to create a new rule.
• Enter the name for the rule in the Rule Name field.
• Fill in a description for the rule in the Description box. This description will not be displayed to the user.
• In the Rule Status option, if the rule is set to Active, the rule will be considered for Cashback.

Rule Configuration – General

• Select the Cashback Type as “Percentage of Cart Subtotal/Percentage of Order Total/Fixed Value” & set the value in the Cashback Value field.
• If you wish to limit the cashback earned through this rule, set the value in the Maximum Cashback to be earned field. The calculated cashback will not exceed this value. This field is displayed only when the Cashback Type is set as Percentage of Cart Subtotal/Percentage of Order Total.
• If you wish to apply this rule for a fixed number of times for each user, then set the value in the User Restriction field.
• If you wish to restrict this rule should apply for a fixed number of orders, then set the value in the Order Restriction field.

Rule Configuration – Criteria

• To create a Criteria, click the “Add Rule” button.
• Configure the Criteria based on your preferences and needs.
• You can create a Criteria with a single condition or you can create a Criteria with multiple conditions.
• To create a Criteria with multiple conditions, click the ADD button. When multiple conditions are configured, your customers should match all the conditions within the Criteria for eligible to get the cashback.

Example:

A Customer’s cart must contain Product A and the Order Total should be more than $100.

• You can also create 2 or more unique sets of Criteria for the Cashback.
• When 2 or more unique sets of criteria are configured, then the customer only needs to satisfy one Criteria. To create a new set of Criteria, click the Add Rule button.

Example:

A Customer’s cart must contain Product A and the Order subtotal should be more than $100.

Or

A Customer’s cart must contain Product B and the previous purchase history should be more than $300.

Rule Configuration Table

Once the rule has been successfully created, then a separate entry will be created. The following columns will be present in the table using which you can edit/deactivate/delete the rule(s) based on your needs,

• Rule Name
• Order Limit
• Order Usage
• Created Date
• Last Modified Date
• Status
• Actions

Messages

You can customize the message displaying in the cart & checkout.

Localization

You can customize the log recorded for cashback received through purchase in the order at both frontend[My Account -> My Cashback] & backend[Cashback -> Transactions].

Payment Gateway Cashback

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General

• By default, the cashback for using certain payment methods will not be issued to your users. Enable Payment Gateway Cashback checkbox to award order cashback to your users.
• By default, the cashback will be given based on the First Matched Rule. You can change the Rule Priority to award the cashback based on your needs.

Rules

• Click the “Add New Rule” button to create a new rule.
• Enter the name for the rule in the Rule Name field.
• Fill in a description for the rule in the Description box. This description will not be displayed to the user.
• In the Rule Status option, if the rule is set to Active, the rule will be considered for Cashback.

Rule Configuration – General

• Select the payment gateway for which you wish to issue cashback in the Payment Gateway Selection option.
• Select the Cashback Type as “Percentage of Cart Subtotal/Percentage of Order Total/Fixed Value” & set the value in the Cashback Value field.
• If you wish to limit the cashback earned through this rule, set the value in the Maximum Cashback to be earned field. The calculated cashback will not exceed this value. This field is displayed only when the Cashback Type is set as Percentage of Cart Subtotal/Percentage of Order Total.
• If you wish to apply this rule for a fixed number of times for each user, then set the value in the User Restriction field.
• If you wish to restrict this rule should apply for a fixed number of orders, then set the value in the Order Restriction field.

Rule Configuration – Criteria

• To create a Criteria, click the “Add Rule” button.
• Configure the Criteria based on your preferences and needs.
• You can create a Criteria with a single condition or you can create a Criteria with multiple conditions.
• To create a Criteria with multiple conditions, click the ADD button. When multiple conditions are configured, your customers should match all the conditions within the Criteria for eligible to get the cashback.

Example:

The customer’s cart must contain more than 5 products and they should have purchased Product A previously.

• You can also create 2 or more unique sets of Criteria for the Cashback.
• When 2 or more unique sets of criteria are configured, then the customer only needs to satisfy one Criteria. To create a new set of Criteria, click the Add Rule button.

Example:

Customer’s cart must contains more than 5 products and they should purchased the Product A previously.

Or

Customer’s cart doesn’t contain Product B and has placed more than 5 orders.

Rule Configuration Table

Once the rule has been successfully created, then a separate entry will be created. The following columns will be present in the table using which you can edit/deactivate/delete the rule(s) based on your needs,

• Rule Name
• Payment Gateway Name
• Order Limit
• Order Usage Count
• Created Date
• Last Modified Date
• Status
• Actions

Messages

You can customize the message displaying in the cart & checkout.

Localization

You can customize the log recorded for cashback received using specific payment gateway in the order at both frontend[My Account -> My Cashback] & backend[Cashback -> Transactions].

Shipping Cashback

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General

• By default, the cashback for using certain shipping methods will not be issued to your users. Enable Shipping Cashback checkbox to award order cashback to your users.
• By default, the cashback will be given based on the First Matched Rule. You can change the Rule Priority to award the cashback based on your needs.

Rules

• Click the “Add New Rule” button to create a new rule.
• Enter the name for the rule in the Rule Name field.
• Fill in a description for the rule in the Description box. This description will not be displayed to the user.
• In the Rule Status option, if the rule is set to Active, the rule will be considered for Cashback.

Rule Configuration – General

• Select the shipping method for which you wish to issue cashback in the Shipping Method Selection option.
• Select the Cashback Type as “Percentage of Cart Subtotal/Percentage of Order Total/Fixed Value” & set the value in the Cashback Value field.
• If you wish to limit the cashback earned through this rule, set the value in the Maximum Cashback to be earned field. The calculated cashback will not exceed this value. This field is displayed only when the Cashback Type is set as Percentage of Cart Subtotal/Percentage of Order Total.
• If you wish to apply the rule for a fixed number of times for each user, then set the value in the User Restriction field.
• If you wish to restrict the rule should apply for a fixed number of orders, then set the value in the Order Restriction field.

Rule Configuration – Criteria

• To create a Criteria, click the “Add Rule” button.
• Configure the Criteria based on your preferences and needs.
• You can create a Criteria with a single condition or you can create a Criteria with multiple conditions.
• To create a Criteria with multiple conditions, click the ADD button. When multiple conditions are configured, your customers should match all the conditions within the Criteria for eligible to get the cashback.

Example:

The Customer’s cart must contain less than 4 products and doesn’t contains the products from Category A.

• You can also create 2 or more unique sets of Criteria for the Cashback.
• When 2 or more unique sets of criteria are configured, then the customer only needs to satisfy one Criteria. To create a new set of Criteria, click the Add Rule button.

Example:

The customer’s cart must contain less than 4 products and doesn’t contain the products from Category A.

Or

The customer’s cart must contain the products from Category B and their previous purchase amount should be more than $500.

Rule Configuration Table

Once the rule has been successfully created, then a separate entry will be created. The following columns will be present in the table using which you can edit/deactivate/delete the rule(s) based on your needs,

• Rule Name
• Shipping Method Name
• Order Limit
• Order Usage Count
• Created Date
• Last Modified Date
• Status
• Actions

Messages

You can customize the message displaying in the cart & checkout.

Localization

You can customize the log recorded for cashback received using a specific shipping method in the order at both frontend[My Account -> My Cashback] & backend[Cashback -> Transactions].

Referral Cashback

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Using this tab, you can award cashback to your users (referrers) when the users referred by them sign up and/or make purchases on your site through their referral link.

Referral Link Settings

• Using the Generate Referral Link based on option, you can choose whether the referral link should be generated based on the Username or the User ID (default) of the referrer.
• The heading displayed above the referral link in My Account -> My Cashback can be customized in the Referral Link Label field.
• The page to which the referred users will be redirected can be set in the Referral Link URL field. By default, the site URL is used.

Referral Link Cookie Settings

• When a user visits the site through a referral link, a cookie is stored to track the referrer. Using the Referral Link Cookie Expiration based on option (Minutes/Hours/Days) & the Enter the value field, you can set how long the cookie remains valid. By default, the cookie expires after 30 days.

Referral Signup Cashback Settings

• Enable the Enable/Disable checkbox to award cashback to the referrer when the referred user creates an account on your site using the referral link.
• Using the Award Referral Signup Cashback option, you can choose when the referral signup cashback should be awarded: Instantly (when the account is created), After the referred user has placed a minimum number of order(s) (set the count in the Number of Successful Order(s) field) or After the referred user has spent the minimum amount on the site (set the amount in the Minimum amount to be spent by the referred user field).
• Set the cashback amount to be awarded in the Enter the cashback value field & customize the log recorded for this cashback in the Log field.

Referral Product Purchase Cashback Settings

• Enable the Enable/Disable checkbox to award cashback to the referrer when the referred user makes a purchase on your site using the referral link.
• Select the Cashback Type as Fixed Value/Percentage of Order Total & set the value in the Enter the cashback value field.
• If you wish to award the referral product purchase cashback only for a limited number of orders placed by the referred user, then set the value in the Enter the number of order(s) to award field.
• By default, the referral product purchase cashback is awarded only for purchases made by registered users. If you wish to award it for guest user purchases also, then enable the Guest User Purchase checkbox.

Referral Localization

You can customize the credit, debit & delete logs recorded for the referral product purchase cashback.

When referral cashback is enabled, a Referrer Name column is displayed in the WooCommerce -> Orders list, which shows the referrer of each order.

Cashback Actions

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Using this tab, you can award cashback to your users for performing certain actions on your site. For each action, you can customize the credit log recorded & the message displayed to the users.

Signup Cashback Settings

• Enable the Signup Cashback checkbox to award cashback to the users for creating an account on your site & set the amount in the Enter the cashback value field.
• If you wish to award the signup cashback only after the user successfully completes their first purchase, then enable the Award Signup Cashback after first purchase checkbox.
• Using the Award Signup Cashback option, you can choose when the signup cashback is awarded: On Account Registration (default – when the user creates an account) or After Successful Purchase (when the user creates an account & then successfully makes a purchase on your site).
• When After Successful Purchase is selected, you can enable the Award Signup Cashback only after the First Purchase checkbox to award the signup cashback only for the user’s first successful purchase. When this checkbox is enabled, the following restrictions can be configured:
  • Minimum Purchase Amount – The minimum order total required for the first purchase to qualify for the signup cashback. Leave empty for no minimum.
  • Purchase Must Be Completed Within – The number of days from registration within which the first purchase must be completed. Leave empty for no limit.
  • Eligibility Condition – Choose Match All Conditions (AND) to require both the above conditions to be met, or Match Any Condition (OR) to require at least one of them.
  • Eligible Order Status – The order status(es) in which the first purchase is considered & the signup cashback is awarded. By default, the statuses set in the Order Status to Issue Cashback option (Advanced tab) are used.
• The signup cashback message is displayed on the My Account login/registration page.
• The signup cashback message supports the {signup_cashback} shortcode (signup cashback value). When After Successful Purchase is selected & Award Signup Cashback only after the First Purchase is enabled, the {minimum_purchase_amount}, {purchase_within_days} & {purchase_conditions} shortcodes can also be used to display the configured restrictions. Otherwise, these shortcodes are replaced with empty values.

Product Review Cashback Settings

• Enable the Product Review Cashback checkbox to award cashback to the users for reviewing the products & set the amount in the Enter the cashback value field. The cashback is awarded once the review is approved.
• If you wish to restrict the users to earn the review cashback only once per product, then enable the Restrict Product Review Cashback to one review per product per user checkbox.
• If you wish to award the review cashback only to the users who have purchased the product, then enable the Award Product Review Cashback based on purchase checkbox.
• The product review cashback message is displayed on the single product page.

Daily Login Cashback Settings

• Enable the Daily Login Cashback checkbox to award cashback to the users for logging in to your site & set the amount in the Enter the cashback value field. This cashback is awarded once per day for each user.
• If you wish to award the daily login cashback only to users who have completed a certain number of purchases, set the value in the Minimum Completed Purchases Required field. Leave empty for no restriction.
• If you wish to award the daily login cashback only to users who have been registered for a certain period, set the number of days in the Minimum Registration Period field. Leave empty for no restriction.
• Using the Eligibility Condition option, choose Match All Conditions (AND) to require both the above conditions to be met, or Match Any Condition (OR) to require at least one of them.
• The daily login cashback message is displayed on the My Account login/registration page.

First Purchase Cashback Settings

• Enable the First Purchase Cashback checkbox to award bonus cashback to the users for making their first purchase on your site.
• Select the Cashback Type as Fixed Cashback/Percentage of Cart Subtotal/Percentage of Order Total & set the value in the Enter the cashback value field.
• If you wish to award the first purchase cashback only when the order total reaches a certain amount, then set the value in the Minimum Order Total Value field. The Error Message is displayed when the order total is less than this value.
• The first purchase cashback message is displayed on the cart & checkout pages.

Birthday Cashback Settings

• Enable the Birthday Cashback checkbox to award cashback to the users on their birthday every year & set the amount in the Enter the cashback value field.
• When Birthday Cashback is enabled, a birthday field is displayed in the WooCommerce Registration form & the My Account -> Account Details form. If you wish to make the birthday field mandatory, enable the Birthday Field checkbox. Once a user saves their birthday, it cannot be changed by the user.
• The site admin can view & update the user’s birthday in the Date of Birth field under the Cashback Birthday Reward section of the WordPress Dashboard -> Users -> Edit User page.
• The log recorded for this cashback can be customized in the Credit Log for Birthday Cashback field & the message displayed below the birthday field can be customized in the Message field.
• The Birthday Cashback Users table lists the users who have provided their birthday with the following columns: Username, User Email & Birthday Date.

Cashback Usage

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General Settings

• By default, users will get the discount automatically through a cashback balance once they move to checkout. If you wish to give this to the user choice, then enable the “Redeeming Cashback” checkbox.
• If you wish to allow your users to manually enter the cashback value, then enable the “Manual Redeeming Type” checkbox.
• When the Manual Redeeming Type checkbox is enabled, you can customize the label of the redeem button in the Cashback Button Label field & the label of the cashback amount input field in the Cashback Field Label field. Note: Checkout Block is not supported for Manual Redeeming Type.

Restriction Settings

• By default, the cashback amount will be applied to the Cart Subtotal. You can change to Order Total using the “Apply Cashback to” option.
• By default, the cashback will be applied to all products without any restriction. You can make use of the product/category filter to restrict the cashback usage based on your needs using the “Redeeming Cashback is Applicable for” option.
• When Include Product(s) is selected, you can choose the condition in the Allow Cashback Usage only when option: Cart should contain at least one of the selected product(s)/Cart should contain all the selected products/Cart should contain only the selected products.
• When Include Categorie(s) is selected, you can choose the condition in the Allow Cashback Usage only when option: Cart should contain at least one of the product(s) from the selected Category/Cart should contain at least one product from each category selected/Cart should contain only the product(s) from the selected category.
• If you wish to allow your users to redeem their cashback only when their order total requires a certain amount, then enable the “Minimum Order Total required to redeem the Cashback” checkbox.
• If you wish to restrict your users from redeeming with a maximum cashback amount, then enable the “Maximum Redeeming Discount” checkbox. You can set the Maximum Redeeming Discount Type as Fixed Value/Percentage of Cart Total.
• By default, the cashback amount will apply to Sale Items. If you wish to restrict it, then enable the “Restrict Cashback Usage on Sale Price Products” checkbox.
• If you wish to restrict cashback redemption when certain payment gateways are used, then select those payment gateways in the Restrict Cashback Usage based on the Payment Gateway used option. If the user has already applied the cashback & then chooses a restricted payment gateway, the applied cashback is removed & the message set in the Error Message field is displayed. The removed cashback is applied again when an allowed payment gateway is selected. This restriction is also applied when the admin applies cashback to an order from the edit order page.
• If you wish to disable the cashback redeemed alert displayed in checkout, then enable the Enable/Disable Redeeming Cashback Alert checkbox.
• If you wish to make your users redeem a minimum cashback amount when using the Manual Redeeming Type, then set the value in the Minimum Redeeming Value required for Cashback Usage field. If the user enters a lesser value, an error is displayed. This field is displayed only when Redeeming Cashback & Manual Redeeming Type are enabled.
• If you wish to allow your users to redeem their cashback only when their available cashback balance reaches a certain amount, then enable the Restrict Cashback Redemption Based on Available Cashback Balance checkbox, set the value in the Minimum Available Cashback Balance field & customize the Restriction Message displayed to the users who do not meet this balance.
• If you wish to limit the total cashback amount a user can redeem in a day, then enable the Maximum Cashback Redemption Limit Per Day checkbox & set the value in the Maximum Cashback Redemption Amount Per Day field. You can customize the messages displayed before the limit is reached (Restriction Message before reaching) & after the limit is reached (Restriction Message after reaching).
• Using the Cashback Redemption & Coupon Field Display option, you can control how the Cashback Redeeming field & the WooCommerce Coupon field are displayed in the cart & checkout: Display Both (default), Hide WooCommerce Coupon Field, Hide Cashback Redemption Field, Hide Both, Hide Coupon Field When Cashback Is Applied or Hide Cashback Field When Coupon Is Applied.

Credit/Debit Cashback

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You can manually update[Credit/Debit] the cashback to your users based on your needs.

Advanced

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Advanced Settings

• By default, the cashback will be given to users when the order status reaches “Processing/Completed”. If you wish to change/include the additional order status, you can do it in the Order Status to Issue Cashback multi-search field.
• By default, the cashback will be calculated based on the price after the discounts applied through WooCommerce Coupon(s)/Cashback Amount. If you wish to calculate the cashback without considering these discounts, then disable the Calculate Cashback Amount based on Discounted Price checkbox.
• If you wish to hold the cashback & award it after a specific period once the order status has reached the Order Status to Issue Cashback, then enable the Award Cashback after a certain period checkbox & set the period using the Cron Type (Minutes/Hours/Days) & Enter the Cron Time fields.

Expiry Settings

• By default, the validity for cashback will be set as 365 days. If you wish to change the value, you can change it in Cashback Balance Expires After field.
• The frequency at which the plugin checks for expired cashback can be set using the Expiry Cron Time Type (Minutes/Hours/Days) & Expiry Cron Time fields.
• Using the Expiry Type[Experimental Feature] option, you can choose how the cashback expires: Available Cashback Expiry (default – the entire available balance expires on the date displayed in the Expiry Date row of the Cashback Table) or Individual Cashback Expiry (each earned cashback entry has its own expiry date, displayed in the Expires On column of the Transaction Table). Once Individual Cashback Expiry is selected & saved, this option cannot be changed.

Cashback Earning Restriction

• If you wish to restrict your users from earning cashback when they redeem their cashback in the order, then enable the Restrict cashback earnings based on cashback usage checkbox & customize the error message displayed to the users.
• If you wish to restrict your users from earning cashback when they use a WooCommerce Coupon in the order, then enable the Restrict cashback earnings based on WooCommerce coupon usage checkbox & customize the error message displayed to the users.

My Cashback Menu Settings

• By default, the My Cashback menu is displayed on the My Account page. If you wish to hide it, then enable the My Cashback Menu checkbox.
• The endpoint of the My Cashback menu can be customized in the End Point URL for Cashback Menu field (default: cbk-cashback). This field is hidden when the menu is hidden.

My Cashback Labels

You can customize the Cashback Table Labels & Transaction Log Labels displaying in My Account -> My Cashback.

Pagination Settings

• The number of entries displayed per page in the My Cashback transaction table can be set in the Pagination Length field (default: 5).

Cashback Usage Labels

You can customize the cashback redeeming labels displayed in checkout.

Localization Labels

You can customize the debited, revised & expired logs recording in Transaction Table.

Refund as Cashback Settings

• If you wish to refund the order amount to the user’s cashback account instead of the payment method, enable the Refund as Cashback checkbox. When enabled, a Refund [amount] as Cashback button is displayed in the refund section of the WooCommerce edit order page.
• To refund as cashback, click the Refund button on the edit order page, enter the refund amount/items & click the Refund [amount] as Cashback button. The refund amount is credited to the user’s cashback account & is not refunded through the payment gateway.
• The button is not displayed for guest orders & for users whose cashback account is deactivated.
• If the refund credited as cashback is deleted from the edit order page, the credited cashback is debited from the user. If the cashback is already used, the user’s cashback balance goes negative until it is repaid from their future cashback.
• The logs recorded for this cashback can be customized in the Credit Log for Refund as Cashback & Debit Log for Deleted Refund fields.

Import/Export Settings

• Click the Export button in the Export Cashback Data option to export the available cashback balance of the users in CSV format, which can be imported back using the Import option.
• Using the Import Cashback Data option, you can upload a CSV file & click the Import button to update the cashback balance of the users. The CSV file should contain the following columns: Column 1 – Username or Email, Column 2 – Available Cashback & Column 3 – Expiry Date (e.g. john@example.com,100,2027-06-13 10:44:00).
• Supported expiry date formats (site timezone): F j, Y H:i:s, Y-m-d H:i:s, m/d/Y H:i:s & d.m.Y H:i:s. The time is optional. To use the cashback expiry configured in the Expiry Settings, leave the expiry date empty or use -.
• After a successful import, the user’s existing cashback balance is replaced with the imported balance. A negative balance is imported as the cashback owed by the user. Rows with an unknown user, an invalid amount, or an invalid or past expiry date are skipped, & a summary of the imported users & skipped rows is displayed once the import is completed.
• The log recorded when the cashback balance is updated through the import can be customized in the Log for Imported Cashback field.

WooCommerce Subscriptions Compatibility

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• If you wish to restrict awarding cashback on subscription renewal orders, then enable the Renewal Orders checkbox.

Shortcodes

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• Use the [cbk_cashback_table] shortcode to display the Cashback Table (Cashback Info & Transaction Log) on any page. This shortcode does not support any parameters.

Troubleshoot

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• Using the Load Enqueued Scripts/Style on option, you can choose whether the frontend scripts & styles of the plugin should be loaded in the Header (default) or Footer of the page.

Reset

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You can reset your users cashback balance & transaction log using in this section. You can make use of the user/user roles filter based on your needs.

Notifications

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You can enable/disable the email notifications sent by the plugin in this section.

All Cashback

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Admin

• You can see the Cashback Details of each user in this menu.
• Following columns are present in the table,
  i) Username
  ii) Available Cashback Balance
  iii) Total Cashback Amount Spent
  iv) Expiry Date
  v) Expired Cashback Amount
  vi) Last Activity
  vii) More Details
• The table also displays the Total Cashback Earned & Status columns. The user’s email ID is displayed along with the Username. The Expiry Date column is displayed only when the Expiry Type is set as Available Cashback Expiry.
• You can view all the transaction details of each user using the “View” link present in the More Details Column.
• You can search the users by their username or email ID.
• Using the bulk actions, you can Activate or Deactivate the cashback account of the selected users or permanently Delete their cashback account. Deactivated users will see the Inactive Alert Message in My Account -> My Cashback. The status of an individual user can also be changed using the Status meta box on the user’s cashback page.
• Click the Export All Cashback as CSV button to export the cashback details of all users as a CSV file.
• On the user’s cashback page, you can filter the transactions (All/Credit/Debit/Expired, and by cashback type such as Product, Order, Gateway, Shipping, Referral & Manual Credit/Debit), set the pagination size, export the user’s cashback log using the Export Cashback Log as CSV button & credit/debit cashback for that user using the Credit/Debit Cashback button.
• When a user is deleted from WordPress Dashboard -> Users, a Delete Cashback Data checkbox is displayed. If it is enabled, the cashback account & transaction logs of the user will also be deleted.

Users

A separate dashboard will be displayed for each user under My Account > My Cashback where they can see their entire cashback history.

• Users can filter their cashback history using the filter options (All/This Month/Last Month/This Year/Last Year/Credit/Debit/Expired/Date Range) & change the number of entries displayed using the Pagination Size field.
• When Referral Cashback is enabled, the user’s referral link is displayed in this dashboard along with a copy-to-clipboard option.

Transactions

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You can see the entire Cashback Details of your users in this menu.

• The following columns are present in the table: Username, Event, Amount, Status, Available Balance & Date.
• You can filter the entries by cashback type & search the entries by username.
• Click the Export Transaction Log as CSV button to export the transaction log as a CSV file.

Usage

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Cashback Earning

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Cashback can be issued for the following actions,

Product Cashback – Earning

• Users can see the message to receive a cashback from the Product Page once the configured rule matches with the user when purchasing products.
• Once the user completes the purchase, the cashback amount will be credited to the user’s account.

Order Cashback – Earning

• The Users adds few products to their cart.
• They will be eligible to receive a cashback once the configured criteria match with the user who is making the purchase.
• Once the configured criteria have matched, they can see the message in the cart & checkout that shows the cashback amount they can receive after completing the order.
• Once the user completes the purchase, the cashback amount will be credited to the user’s account.

Payment Gateway Cashback – Earning

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• The Users adds few products to their cart.
• They will be eligible to receive a cashback once the configured criteria match with the user who is making the purchase.
• Once the configured criteria have matched and the payment gateway which is configured to issue cashback is selected, they can see the message in the cart & checkout that shows the cashback amount they can receive after completing the order.
• Once the user completes the purchase, the cashback amount will be credited to the user’s account.

Shipping Cashback – Earning

• The Users adds few products to their cart.
• They will be eligible to receive a cashback once the configured criteria match with the user who is making the purchase.
• Once the configured criteria have matched and the shipping method which is configured to issue cashback is selected, they can see the message on the cart & checkout page that shows the cashback amount they can receive after completing the order.
• Once the user completes the purchase, the cashback amount will be credited to the user’s account.

Note:
Cashback for all the above four actions will be credited to the user’s account based on the order status.

• If an order for which cashback was awarded is refunded, cancelled, failed or deleted, the awarded cashback is revised. If the user has already used that cashback, it is debited from their other available cashback. If the available cashback is not enough, the user’s cashback balance goes negative & the owed amount is automatically repaid from the cashback they earn in the future.

Referral Cashback – Earning

• The user copies their referral link from My Account -> My Cashback & shares it.
• When a new user visits the site through the referral link & creates an account and/or places an order within the cookie validity period, the referrer will be credited with the configured referral cashback.

Cashback Actions – Earning

• Users can earn cashback for signing up, logging in daily, reviewing products & making their first purchase, based on the settings configured in the Cashback Actions tab. The respective messages are displayed on the My Account, single product, cart & checkout pages.
• When Birthday Cashback is enabled, users who have provided their birthday in the registration or account details form receive the birthday cashback automatically on their birthday every year.

Cashback Usage

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• The Users adds few products to their cart and proceeds to the checkout page to place the order.
• If the user has an unused cashback balance, it will be automatically be applied to the user’s cart to receive a discount.
• If the user wishes to not use the available cashback balance, they need to uncheck the “Cashback Balance” checkbox on the checkout page.
• If the user’s cashback balance was used during the purchase, it will be deducted from the user’s account.
• When Manual Redeeming Type is enabled, the user needs to enter the cashback amount they wish to redeem & click the Apply Cashback button. The applied cashback can be removed before placing the order.
• If any of the restrictions configured in the Cashback Usage tab are not met (minimum order total, minimum available balance, maximum redemption per day, etc.), the respective message is displayed & the cashback cannot be redeemed.
• When an order is created or edited from the WooCommerce edit order page, the admin can click the Apply Cashback button, enter the cashback value & apply the user’s available cashback balance to the order. The Cashback Usage restrictions (such as minimum order total, maximum redeeming discount & payment gateway restriction) are validated before the cashback is applied.

Compatibility

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Currency Switcher for WooCommerce

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• When the Currency Switcher for WooCommerce plugin is active, the cashback is stored in the store’s default currency & is automatically converted to the currency selected by the user when it is displayed, earned or redeemed.

Translation

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Cashback for WooCommerce Plugin is translation ready meaning you can edit the po files by which you can translate the text to any language.

• Download and install Poedit
• Open the file cashback-for-woocommerce > languages > cashback-for-woocommerce.pot using Poedit.
• Create a new translation file by clicking Create new translation button.
• Choose the Source text and set its corresponding French text in Translation Text Area.
• Save the changes.
• Save the file name as cashback-for-woocommerce-fr_FR.po.
• Then go to WordPress dashboard > Settings > General and select the Site Language as French.