Magento 2 Refund Request

Magento 2 Refund Request allows customers to easily request for the order refund without having to log in and helps admin handling them with ease.

 

Table of Content

  1. Extension Installation Guide
  2. Configuration
  3. Privacy Checkbox Settings
  4. Refund Request Notification Settings
  5. Form Field Settings
  6. Manage Refund Reasons
  7. Refund Request Form in Frontend
  8. Manage Refund Requests
  9. Notification Emails

 

  1. Extension Installation
  • Extract the zip folder and upload our extension to the root of your Magento 2 directory via FTP.
  • Login to your SSH and run below commands step by step:
    • php bin/magento setup:upgrade
    • For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy
    • For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy -f
    • php bin/magento cache:flush
  • That’s it.

 

  1. Configuration
    To configure the extension, log in to Magento 2 backend, move to Stores > Configuration Refund Request where you can find various settings to configure the extension.
  • Refund Request: Enable the extension from here.
  • Form Title: Enter the refund request form title.
  • Google reCAPTCHA: Enable the Google reCAPTCHA v3 to avoid spam refund requests.
  • Site Key: Enter the site key provided while registration with Google reCAPTCHA v3.
  • Secret Key: Enter the secret key provided while registration with Google reCAPTCHA v3.


  

  1. Privacy Checkbox Settings
    According to the EU’s GDPR, it’ required to inform users about their personal data usage. Here, you get the settings to add privacy policy checkbox in the refund request form and mandate users to agree with it prior refund request submission. Follow the below steps to configure the privacy checkbox settings.
  • Privacy Checkbox: Enable the privacy policy check box.
  • Privacy Notice Text: Input the privacy notice text to show in the form.
  • Privacy Policy Redirection Page: Select the Privacy Policy Redirection Page from the drop down to redirect users to read the privacy policy of the store.


 

  1. Refund Request Notification Settings
    Immediately after the refund request is submitted, admin gets the Email notification about the new request and customers are acknowledged with successful request submission. Configure both the refund request notification Email settings as shown below:
  • Admin Email ID: Input the Admin Email ID
  • Email Sender: Select the Email Sender from the dropdown menu.
  • Email Template for Customers: Select the Email Template for customers.
  • Email Template for Admin: Select the Email Template for Admin.


 

  1. Form Field Settings
    The refund request comes with some mandatory fields to be submitted by customers for the refund request. But the extension facilitates with some extra form fields to add to the form and get the details from customers. You can select these extra fields to be added to the form using below setting.




 

  1. Manage Refund Reasons
    Admin can add refund reasons for customers to choose while submitting refund requests. These reasons can be added and managed by admin through a separate grid under Refund Request > Manage Refund Reasons.


  • Add Reason
    To add a new reason for the refund, the admin has to click the “Add New Reason” button as shown, input the reason title and activate it.



 

  1. Refund Request Form in Frontend
    Once the settings are configured, the Refund Request form URL is added to the top link section. On click of the URL, the Refund Request form is enabled for customers to fill up details and submit a refund request. Also, Google reCAPTCHA v3 is enabled to restrict the spam inquiry submissions and the privacy policy check box is enabled to comply with EU’s GDPR.


 

  1. Manage Refund Requests
    Immediately after the refund request is submitted by customers, the details of it is saved in the backend under Refund Request > Manage Refund Requests. Admin can manage all the requests from here.




 

  1. Notification Emails
  • Email to Customers
    Once customers submit refund requests from the frontend, they get acknowledgment Email to notify about successful refund request submission.


 

  • Email Sent to Admin
    Immediately after the refund requests are submitted by customers, the admin gets an Email notification for each new request submission having the details of the refund request.