An order cancelled at the customer's request and refunded in full
Cancel an order before it ships, refund the full amount through the payment method or just record it, and tell the customer, every step approved.
- Difficulty
- Intermediate
- Time
- about 10 min
The customer of order [order number] asked to cancel before it shipped. Show me the order. Cancel it, refund the full amount including shipping [through the payment method / as a record only, I'll return the money myself], and send the customer a note in [English] that says [the refund is on its way and when to expect it]. Show me each step and wait for my approval.
Already connected?
If SAR is already in your AI app, this is enough:
Cancel order [number], refund it in full and send the customer a note; show me first.
What happens
- The AI app reads the order: items, totals and payment method, without the customer's personal details.
- Cancelling waits for your approval; the items go back in stock and it can be undone. Cancelling refunds no money on its own.
- The refund waits for your approval too, and sending the money back through the payment method also needs your password. It is prepared without restocking, since cancelling already returned the items. A refund cannot be undone.
- The note to the customer is emailed to them, so it waits for your approval.
- For a Greek shop, the answer says which credit note to issue in myDATA.
Approvals involved
Worked out from the tools this recipe uses.
wordpress_woo_get_orderGet an orderNonewordpress_woo_cancel_orderCancel an orderApprovalwordpress_woo_refund_orderRefund an orderDepends on the changewordpress_woo_add_order_noteAdd an order noteDepends on the change
What you get
The order closed cleanly: cancelled, refunded and explained, with the stock right.
Related recipes
- Orders & shipping · about 10 minPart of an order refunded, with a note to the customerRefund one line or an amount of an order, choose whether the item goes back in stock, and tell the customer why in an order note.
- Orders & shipping · about 15 minA size exchange handled, with the stock and the notes rightCheck the new size is in stock, adjust the stock of both sizes, and record the exchange on the order with a note to the customer.
- Orders & shipping · about 15 minPaid orders stuck without a voucher, found before customers askList paid orders still without a courier voucher after the hours you set, and BOX NOW orders with no locker, and see why each one is stuck.
Try it on your own site
Install the plugin, add SAR to your AI app and paste the prompt. Free to start.