Part of an order refunded, with a note to the customer
Refund 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.
- Difficulty
- Intermediate
- Time
- about 10 min
Order [order number]: the customer is returning [1 × product name]. Show me the order and its notes first. Then prepare a refund for that line [with / without shipping] and put the item back in stock. [Send the money back through the payment method / Only record the refund; I will return the money myself.] Draft a note to the customer in [English] that says [what to tell them]. Show me the amount and the note, and wait for my approval.
Already connected?
If SAR is already in your AI app, this is enough:
Refund [1 × product] from order [number], restock it and draft a note to the customer; show me first.
What happens
- The AI app reads the order and its notes, without the customer's personal details.
- It shows you the refund amount, what goes back in stock and the note.
- Recording the refund waits for your approval in SAR; sending the money back through the payment method needs your password too. A refund cannot be undone.
- A note to the customer is emailed to them, so it waits for your approval. A private note is added at once.
- 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_list_order_notesOrder notesNonewordpress_woo_refund_orderRefund an orderDepends on the changewordpress_woo_add_order_noteAdd an order noteDepends on the change
What you get
The refund recorded on the order, the stock right and the customer told, with every step in the order's history.
Related recipes
- Orders & shipping · about 10 minAn order cancelled at the customer's request and refunded in fullCancel an order before it ships, refund the full amount through the payment method or just record it, and tell the customer, every step approved.
- Orders & shipping · about 5 minAn order email sent again to a customer who didn't get itCheck an order's history for the email a customer says never arrived, then send it again with one approval.
- 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.
Try it on your own site
Install the plugin, add SAR to your AI app and paste the prompt. Free to start.