<ul class="wccom-tick-list-primary">
<li>Centralized dashboard with complete customer data</li>
<li>Instant access from WooCommerce Order pages</li>
<li>Detailed subscription tracking</li>
<li>Integrated customer support information</li>
<li>Quick and easy setup—no coding necessary</li>
</ul>
<hr class="wccom-product-heading__hr" />
<h3>Why Choose Customer Info?</h3>
✅ Save Valuable Time: Eliminate the need to navigate multiple pages—quickly access essential customer information and order histories from one central location.
<img class="aligncenter size-full wp-image-18734004998272" src="https://woocommerce.com/wp-content/uploads/2025/03/centralized-customer-Info-dashboard_10e3ec.png" alt="" width="980" height="686" /> 
✅ Make Informed Decisions: Gain insights into Customer Lifetime Value (CLV) to strategically engage and prioritize high-value customers.
<img class="aligncenter size-full wp-image-18734004998277" src="https://woocommerce.com/wp-content/uploads/2025/03/Quick-Access-from-WooCommerce-orders_e8f820.png" alt="" width="980" height="673" /> 
✅ Optimize Subscription Management: Efficiently manage active subscriptions, renewal dates, and auto-renew statuses, ensuring smooth recurring revenue streams.
<img class="aligncenter size-full wp-image-18734004998279" src="https://woocommerce.com/wp-content/uploads/2025/03/WooCommerce-Subscriptions-Compatibility_853db9.png" alt="" width="980" height="642" /> 
✅ Streamline Customer Support: Access integrated customer support interactions via HelpScout and Intercom directly from your dashboard, providing quicker and more accurate responses.
<img class="aligncenter size-full wp-image-18734004998284" src="https://woocommerce.com/wp-content/uploads/2025/03/HelpScout-Intercom-Integration-2.png" alt="" width="980" height="686" />
<h3>Compatibility & Integrations:</h3>
🔹 Fully compatible with WooCommerce Subscriptions, WooCommerce API Manager, HelpScout, and Intercom. 
 🔹 Actively expanding integrations—suggest your preferred plugins on our<a href="https://zorem.canny.io/customer-info"> Feature Request Board</a>.

Customer Info

Introducing Customer Info, a robust and intuitive WooCommerce plugin designed to simplify customer management. Store owners can effortlessly access detailed customer data, orders, subscription statuses, and support interactions—all centralized in a single, user-friendly dashboard.

<div style="width: 980px" class="wp-video"><video class="wp-video-shortcode" id="video-0-3" width="980" height="551" preload="metadata" controls="controls"><a href="https://woocommerce.com/wp-content/uploads/2026/02/SelfServiceRefundsPromo.mp4">https://woocommerce.com/wp-content/uploads/2026/02/SelfServiceRefundsPromo.mp4</a></video></div>
 
<hr class="wccom-product-heading__hr" />

<h2>Key Benefits</h2>
<ul class="wccom-tick-list-primary">
<li>Reduce Support Tickets – Let customers request refunds directly from their account without contacting support</li>
<li>Automatic Processing – Refunds processed instantly through payment gateways when conditions are met</li>
<li>Complete Control – Flexible rules engine, time limits, per-user controls, and per-product settings</li>
<li>Guest & Logged-In Support – Secure refund forms for both registered customers and guest orders</li>
</ul>

<h2>Main Features</h2>
<ul class="wccom-tick-list-secondary">
<li>Full & Partial Refunds – Support both full order refunds and line-item partial refunds</li>
<li>Automatic Refund Processing – Process refunds through payment gateways without admin intervention</li>
<li>Guest Refund Form – Shortcode and Gutenberg block for guest customers to request refunds</li>
<li>Refund Rules Engine – Automate approval based on user role, product category, payment method, and more</li>
<li>Abuse Prevention – Per-customer refund limits (daily, weekly, monthly, yearly) and per-user blocking</li>
<li>Custom Refund Reasons – Configurable reason list with drag-and-drop ordering</li>
<li>Decline Message Presets – Rich text rejection templates for consistent communication</li>
<li>WooCommerce Analytics Integration – Track refund reasons and patterns in the Analytics dashboard</li>
</ul>

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<h3>Self-Service Refund Requests</h3>
Customers can request refunds directly from their My Account page with a guided multi-step process. Choose full or partial refunds, select line items, provide a reason, and review before submitting. No more back-and-forth emails or support tickets.
</div>
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<h3>Intelligent Rules Engine</h3>
Define rules to automatically process or escalate refund requests based on conditions like user role, product category or tag, payment method, shipping zone, order value, and more. First matching rule wins, with drag-and-drop priority ordering.
</div>
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<h3>Guest Refund Form</h3>
Allow guest customers to request refunds using a secure three-factor verification form (email, order number, order date). Available as a shortcode or a native Gutenberg block with customizable styling options.
</div>
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<h3>Admin Approval Workflow</h3>
Review and manage refund requests with quick approve/reject actions on the order list and individual order pages. Use decline message presets for consistent, professional rejection responses with rich text support.
</div>
</div>

<h2>How It Works</h2>
<ol>
<li>Install & Activate – Upload the plugin and activate it in WordPress</li>
<li>Configure Settings – Set refund time limits, enable automatic processing, and configure refund reasons</li>
<li>Set Up Rules (Optional) – Create rules to auto-approve or escalate requests based on conditions</li>
<li>Customers Request Refunds – From My Account or the guest refund form</li>
<li>Process or Review – Refunds are auto-processed or queued for admin approval based on your rules</li>
</ol>

<h2>Flexible Refund Options</h2>
Give customers the right level of control:
<ul class="wccom-tick-list-secondary">
<li>Full Order Refunds – One-click full order refund requests</li>
<li>Line-Item Refunds – Customers select specific items and quantities to refund</li>
<li>Non-Refundable Products – Mark specific products or variations as non-refundable</li>
<li>Time Limits – Set a configurable window (1-365 days) for refund eligibility</li>
<li>Re-Request After Rejection – Optionally allow customers to resubmit declined requests</li>
<li>Request Cancellation – Customers can cancel pending requests before admin review</li>
</ul>

<h2>Powerful Rules Engine</h2>
Automate refund decisions with flexible conditions:
<ul class="wccom-tick-list-secondary">
<li>User Role – Different handling for wholesale, retail, or VIP customers</li>
<li>Product Category / Tag / Type – Auto-approve for specific product groups</li>
<li>Payment Method – Route based on how the order was paid</li>
<li>Shipping Zone / Method – Handle international orders differently</li>
<li>Billing / Shipping Country – Region-specific refund policies</li>
<li>Order Value / Quantity – Thresholds for automatic vs. manual processing</li>
<li>Order Status – Conditions based on current order status</li>
<li>Priority Ordering – Drag-and-drop rule priority with first-match-wins logic</li>
</ul>

<h2>Abuse Prevention</h2>
Protect your business while staying customer-friendly:
<ul class="wccom-tick-list-secondary">
<li>Refund Limits – Set maximum automatic refunds per customer per day, week, month, or year</li>
<li>Per-User Controls – Block refund requests or disable auto-processing for specific users</li>
<li>Per-User Limit Overrides – Custom refund limits for individual customers</li>
<li>Counter Management – View and reset refund counters from the user profile</li>
<li>Rate Limiting – Built-in protection against spam and abuse on request endpoints</li>
</ul>

<h2>Email Notifications</h2>
Keep everyone informed at every step:
<ul class="wccom-tick-list-secondary">
<li>Customer Confirmation – Automatic email when a refund request is submitted</li>
<li>Admin Notification – Alert when a new refund request needs review</li>
<li>Escalation Alert – Notification when auto-processing falls back to manual review</li>
<li>Rejection Notice – Customer notification with decline reason when a request is rejected</li>
<li>Full WooCommerce Integration – Manage all emails from WooCommerce > Settings > Emails</li>
</ul>

<h2>Refund Analytics</h2>
Make data-driven decisions with built-in analytics:
<ul class="wccom-tick-list-secondary">
<li>Refund Reasons Report – See which reasons customers select most frequently</li>
<li>Date Range Filtering – Analyze refund trends using WooCommerce’s standard date picker</li>
<li>Product-Level Data – Identify which products generate the most refund requests</li>
<li>Status Tracking – Monitor approved, rejected, and pending request counts</li>
<li>Seamless Integration – Access analytics directly from WooCommerce > Analytics menu</li>
</ul>

<h2>Seamless Integration</h2>
Works perfectly with your existing setup:
<ul class="wccom-tick-list-secondary">
<li>WooCommerce HPOS – Fully compatible with High-Performance Order Storage</li>
<li>Payment Gateways – Automatic refunds through any gateway that supports programmatic refunds</li>
<li>Gutenberg Block – Native block editor support for the guest refund form</li>
<li>Shortcode Support – Use <code>[ssr_guest_refund]</code> to place the guest form anywhere</li>
<li>WooCommerce Emails – Full integration with the WooCommerce email system</li>
<li>Any Theme – Works with any properly coded WooCommerce theme</li>
</ul>

Self-Service Refunds

Let customers request refunds directly from their account, no support tickets, no back-and-forth emails. Self-Service Refunds streamlines your refund workflow with automatic processing, flexible rules, and complete admin control.

Customer Info vs Self-Service Refunds