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Handle your first return

To handle your first return in WPReturns, you approve the request, send a return label, mark the parcel as received and resolve the request. The customer starts it in My Account and gets an email at each step. This page follows one real return from start to finish.

Available in: Free and Pro (return labels, the packing slip and store credit need Pro)

Amara Okafor returns a Heavyweight Pullover Hoodie from order #1348. It cost $49.50 and she picks the reason Changed my mind. She asks for a refund.

The store charges a $4.95 return shipping fee. That leaves $44.55 to pay back.

The order was paid cash on delivery. WPReturns records the refund in WooCommerce and the store pays the money back by hand.

From My Account > Returns or the order itself, the customer selects Return or refund. The form “Return items from order #1348” opens with three steps. Each item shows its price and the last day she can ask for a return.

Return request form with nothing picked yet

Under Which items? she ticks the hoodie. Quantity, Reason and Condition appear under it. She picks the reason Changed my mind and leaves the condition at Unopened.

Which items step with the hoodie ticked and the reason Changed my mind

The reason is required. A note that photos are needed only shows when a picked reason asks for photos.

3. She picks a refund and sends the request

Section titled “3. She picks a refund and sends the request”

Under How should we make it right? she picks Refund to original payment. Under Anything else? she writes a short Note. Then she selects Submit request.

Refund to original payment picked with a note from the customer

Store credit appears only when you offer it. With a store credit bonus, its card reads “Fastest option, plus 10% extra to spend.”

Her request page opens with “Thanks! Your request RMA-00061 has been submitted. We have emailed you a copy.” The status reads Requested and the box says “We are reviewing your request”.

Customer request page after submitting with the status Requested

The Items card already shows the math: Return shipping -$4.95 and You will get $44.55. Her note is the first entry under Messages. She can still select Cancel this request while it waits for review.

She gets the “Request RMA-00061 received” email with a View your request button.

Request received email with the item and status Requested

Open DevDiggers Plugins > WPReturns > Requests and select RMA-00061. The Review the request card sits at the top. Type a note for the customer and select Approve.

Review the request card with a note typed and the Approve button marked

The Summary card on the right shows To pay back $44.55. Reject sends the customer an email too.

The status moves to Approved. The card now reads Wait for the items to come back. Your note shows in the Conversation card and the History logs the change.

Approved request with the Wait for the items to come back card

The customer gets the “Good news: request RMA-00061 is approved” email. It holds your note and a link to print the packing slip.

Request approved email with the staff note and packing slip link

In the Return shipping card, select Choose a PDF or image and pick the label from your carrier. Then select Upload label.

Return shipping card with the return label PDF chosen and the Upload label button marked with a close-up below

The status moves to Awaiting return. With EasyPost or Shippo set up, you buy the label from the same card instead.

The customer gets the “Your return label is ready” email with a Download return label button.

Return label ready email with the Download return label button

Her request page now says “Approved: send your items back”. The Return shipping card has Download return label and Print packing slip. Under them she can enter a Carrier and a Tracking number.

Customer request page awaiting return with the label and tracking form

She enters UPS and the tracking number and selects Save tracking. The card then shows the tracking line.

Return shipping card with the saved UPS tracking number

She writes “Thanks! It is in the post today.” under Your message and selects Send message. Your replies show under the store’s name.

Customer Messages card with her reply

The tracking shows on your request screen and in the History. Her message lands in the Conversation card.

When the parcel arrives, check the hoodie. Leave Put the items back in stock on and select Mark as received.

Awaiting return request with the Mark as received button marked

Damaged and defective items are never restocked. Resolve without waiting for the items lets you skip this step.

The card now reads Items received: resolve the request. Resolution holds the customer’s choice and Amount holds 44.55.

This order was paid cash on delivery. Set Refund goes to to Record only (I pay it back myself) and select Resolve request.

Received request with the refund set and the Resolve request button marked

For a card payment, keep The original payment method and the payment gateway sends the money back.

The status moves to Completed. The card reads “Refunded $44.55 (recorded in WooCommerce; pay it back manually).” The Summary shows Paid back $44.55 and the History lists every step.

Completed request with the refund recorded and the full history

Pay the $44.55 back to the customer yourself. WPReturns does not move money for a recorded refund.

The customer gets the “Your request is resolved” email. It shows Refunded $44.55, the return shipping fee and the status Completed.

Resolution email with the refunded amount and the status Completed

Her request page shows every step checked and the box “All done” with “We refunded $44.55. The store pays it back to you directly.” The Items card now reads Paid back $44.55.

Customer request page with All done and Paid back 44.55 dollars