LC Refund Requets

Documentation for v1.0 and later


Introduction

Before going through documentation chapters, thanks for purchasing LC Refund Requets and trusting LCweb!

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Installation

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

License Activation

On first plugin's activation, it must be activated in order to work.
Head to the LCweb Dashboard page: it contains the summary of all LCweb products with useful links and their validation forms.

LC WP Dashboard

LCweb Shop License:

Your license is automatically registered into the LCweb database, you only need to

  1. go to your licenses dashboard and select the section your product belongs to (if you own only one product, you will be automatically moved)
  2. Scroll down until you find the license you want to use for the website and click on the pencil button
  3. Insert the website domain and save. The system will give you the activation token
  4. Copy and paste it into the LCweb dashboard, on your website

In case you have an intranet or localhost website (or your server is blocking external communications against the LCweb endpoint) you can use the offline activation.

Click on the related link (in the LCweb Dashboard) and fill in the form with the requested data: the offline token can be found following the steps listed above.

Setup

Going to WordPress Admin > WooCommerce > Settings there is a new tab named LC Refund Requests.
Click on it to reach the pulgin 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

  • 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

  • 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 "editt order" page) to reach the request management interface
  • In there 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

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 got dedicated ones 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)