LC Refund Requests – by LCweb

Installation

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  • Download the .zip file from your WooCommerce account
  • Head to: WordPress Admin > Plugins > Add New > Upload Plugin ad use the downloaded .zip package
  • Click on Install Now and Activate

If you need further help about this section, please check the related WooCommerce article.

Setup

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Going to WordPress Admin > WooCommerce > Settings, now there is a new tab named LC Refund Requests.
Click on it to reach the plugin settings page. Options are split in two sections: Main and Styling

Main Settings
  • The only required field to fill in order to use the plugin is the textarea where refund reasons are listed.
    Remember to type them one per row.
  • The disclaimer is a mandatory checkbox shown below the front request submit form and is normally used to force the customer accepting your terms
  • Extras define the prerequisites to request a refund for an oder’s product and other minor details
  • NB: for a better admins usage in case of teams, in the backend area the nicename will be always shown under reply author avatar
Styling Settings

While LC Refund Requests is naturally integrated into WooCommerce pages and uses the same WooCommerce element classes (then should be already styled accordingly), there are few elements that you might want to customize. For example the chat-style box colors.

If you need specific customizations, please reach LCweb opening a support ticket.

Product-specific options

Editing every WooCommerce product you will notice a new sidebar box (named LC Refund Requests) where to:

  • Set the product to not be refundable
  • Define a different order’s max age to request a refund for the product
  • (only for recurring subscription products, by WooCommerce Subscriptions plugin) set renewal orders to not be refundable

Customer-side usage

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  • Go into any “View order” page
  • Scroll down until the end of the page, usually under the order details table
  • (only if order contains a refundable item) there will be a “Open a new refund request” button
  • Fill in the form, submit, and the page will refresh, showing the requests panel where is possible to add another reply and/or eventually close the request

FYI: if an order contains requests being answered by shop admins, it will show an alert icon aside of the “view order” button, in the orders list page

Admin-side usage

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  • Under the WooCommerce menu, there is a new item: Refund Requests
  • In that page are listed all the requests created by your customers: filterable by date and status.
    If a request needs an admin answer, a numbered bullet will be shown in the Woo submenu and a topbar item will be placed, to catch your attention
  • Click on the request ID (or go in the “edit order” page) to reach the request management interface
  • Here you can simply add a reply, to communicate with the customer, or also change the request status: approving or refusing it.
  • In case of approval, the plugin will automatically move you to the WooCommerce refund panel and pre-fills the related fields. You simply have to decide how to process the refund (normally the option is between manual or payment gateway refund)

E-mail Notifications

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While totally optional, is possible to enable them in order to notify admins and customers about refund request status changes.
In addition to standard WooCommerce placeholders, each notification has dedicated placeholders to dynamically compose the e-mail text:

  • {request_number} – The refund request ID
  • {request_products} – A comma-split list of products involved in the refund request
  • {view_request_link} – The textual link to reach the request management page
  • {request_txt} – the request text (for new refund requests)
  • {reply_txt} – the reply text (for request replies)

Hover the question mark in the left side of the textarea in order to see the full list.
Finally, is also possible to truly test the e-mail by sending it to an e-mail address by clicking the “text e-mail” button, under the textarea.


To manage the e-mail notifications head to the WooCommerce > Settings > E-mails menu and scroll down to see the plugin items.

LC Refund Requests – Admin Notifications

It contains two different notifications

  • The first triggered as soon as a customer creates a new refund request
  • The last whenever a customer replies to a request and then it requires an admin answer
LC Refund Requests – Customer Notification

It is triggered as soon as an admin replies to a refund request (also in case of refund approval/refusal)