<div style="width: 980px" class="wp-video"><video class="wp-video-shortcode" id="video-0-1" 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>
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<h2>Key Benefits</h2>
<ul class="wccom-tick-list-primary">
<li><strong>Reduce Support Tickets</strong> – Let customers request refunds directly from their account without contacting support</li>
<li><strong>Automatic Processing</strong> – Refunds processed instantly through payment gateways when conditions are met</li>
<li><strong>Complete Control</strong> – Flexible rules engine, time limits, per-user controls, and per-product settings</li>
<li><strong>Guest & Logged-In Support</strong> – Secure refund forms for both registered customers and guest orders</li>
</ul>
<p></p>
<h2>Main Features</h2>
<ul class="wccom-tick-list-secondary">
<li><strong>Full & Partial Refunds</strong> – Support both full order refunds and line-item partial refunds</li>
<li><strong>Automatic Refund Processing</strong> – Process refunds through payment gateways without admin intervention</li>
<li><strong>Guest Refund Form</strong> – Shortcode and Gutenberg block for guest customers to request refunds</li>
<li><strong>Refund Rules Engine</strong> – Automate approval based on user role, product category, payment method, and more</li>
<li><strong>Abuse Prevention</strong> – Per-customer refund limits (daily, weekly, monthly, yearly) and per-user blocking</li>
<li><strong>Custom Refund Reasons</strong> – Configurable reason list with drag-and-drop ordering</li>
<li><strong>Decline Message Presets</strong> – Rich text rejection templates for consistent communication</li>
<li><strong>WooCommerce Analytics Integration</strong> – Track refund reasons and patterns in the Analytics dashboard</li>
</ul>
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<h3>Self-Service Refund Requests</h3>
<p>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.</p>
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<h3>Intelligent Rules Engine</h3>
<p>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.</p>
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<h3>Guest Refund Form</h3>
<p>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.</p>
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<h3>Admin Approval Workflow</h3>
<p>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.</p>
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</div>
<p></p>
<h2>How It Works</h2>
<ol>
<li><strong>Install & Activate</strong> – Upload the plugin and activate it in WordPress</li>
<li><strong>Configure Settings</strong> – Set refund time limits, enable automatic processing, and configure refund reasons</li>
<li><strong>Set Up Rules (Optional)</strong> – Create rules to auto-approve or escalate requests based on conditions</li>
<li><strong>Customers Request Refunds</strong> – From My Account or the guest refund form</li>
<li><strong>Process or Review</strong> – Refunds are auto-processed or queued for admin approval based on your rules</li>
</ol>
<p></p>
<h2>Flexible Refund Options</h2>
<p>Give customers the right level of control:</p>
<ul class="wccom-tick-list-secondary">
<li><strong>Full Order Refunds</strong> – One-click full order refund requests</li>
<li><strong>Line-Item Refunds</strong> – Customers select specific items and quantities to refund</li>
<li><strong>Non-Refundable Products</strong> – Mark specific products or variations as non-refundable</li>
<li><strong>Time Limits</strong> – Set a configurable window (1-365 days) for refund eligibility</li>
<li><strong>Re-Request After Rejection</strong> – Optionally allow customers to resubmit declined requests</li>
<li><strong>Request Cancellation</strong> – Customers can cancel pending requests before admin review</li>
</ul>
<p></p>
<h2>Powerful Rules Engine</h2>
<p>Automate refund decisions with flexible conditions:</p>
<ul class="wccom-tick-list-secondary">
<li><strong>User Role</strong> – Different handling for wholesale, retail, or VIP customers</li>
<li><strong>Product Category / Tag / Type</strong> – Auto-approve for specific product groups</li>
<li><strong>Payment Method</strong> – Route based on how the order was paid</li>
<li><strong>Shipping Zone / Method</strong> – Handle international orders differently</li>
<li><strong>Billing / Shipping Country</strong> – Region-specific refund policies</li>
<li><strong>Order Value / Quantity</strong> – Thresholds for automatic vs. manual processing</li>
<li><strong>Order Status</strong> – Conditions based on current order status</li>
<li><strong>Priority Ordering</strong> – Drag-and-drop rule priority with first-match-wins logic</li>
</ul>
<p></p>
<h2>Abuse Prevention</h2>
<p>Protect your business while staying customer-friendly:</p>
<ul class="wccom-tick-list-secondary">
<li><strong>Refund Limits</strong> – Set maximum automatic refunds per customer per day, week, month, or year</li>
<li><strong>Per-User Controls</strong> – Block refund requests or disable auto-processing for specific users</li>
<li><strong>Per-User Limit Overrides</strong> – Custom refund limits for individual customers</li>
<li><strong>Counter Management</strong> – View and reset refund counters from the user profile</li>
<li><strong>Rate Limiting</strong> – Built-in protection against spam and abuse on request endpoints</li>
</ul>
<p></p>
<h2>Email Notifications</h2>
<p>Keep everyone informed at every step:</p>
<ul class="wccom-tick-list-secondary">
<li><strong>Customer Confirmation</strong> – Automatic email when a refund request is submitted</li>
<li><strong>Admin Notification</strong> – Alert when a new refund request needs review</li>
<li><strong>Escalation Alert</strong> – Notification when auto-processing falls back to manual review</li>
<li><strong>Rejection Notice</strong> – Customer notification with decline reason when a request is rejected</li>
<li><strong>Full WooCommerce Integration</strong> – Manage all emails from WooCommerce > Settings > Emails</li>
</ul>
<p></p>
<h2>Refund Analytics</h2>
<p>Make data-driven decisions with built-in analytics:</p>
<ul class="wccom-tick-list-secondary">
<li><strong>Refund Reasons Report</strong> – See which reasons customers select most frequently</li>
<li><strong>Date Range Filtering</strong> – Analyze refund trends using WooCommerce’s standard date picker</li>
<li><strong>Product-Level Data</strong> – Identify which products generate the most refund requests</li>
<li><strong>Status Tracking</strong> – Monitor approved, rejected, and pending request counts</li>
<li><strong>Seamless Integration</strong> – Access analytics directly from WooCommerce > Analytics menu</li>
</ul>
<p></p>
<h2>Seamless Integration</h2>
<p>Works perfectly with your existing setup:</p>
<ul class="wccom-tick-list-secondary">
<li><strong>WooCommerce HPOS</strong> – Fully compatible with High-Performance Order Storage</li>
<li><strong>Payment Gateways</strong> – Automatic refunds through any gateway that supports programmatic refunds</li>
<li><strong>Gutenberg Block</strong> – Native block editor support for the guest refund form</li>
<li><strong>Shortcode Support</strong> – Use <code>[ssr_guest_refund]</code> to place the guest form anywhere</li>
<li><strong>WooCommerce Emails</strong> – Full integration with the WooCommerce email system</li>
<li><strong>Any Theme</strong> – Works with any properly coded WooCommerce theme</li>
</ul>

Self-Service Refunds

<p>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.</p>

<ul class="wccom-tick-list-primary">
<li><strong>Customize “I Agree” checkboxes</strong> to match your store’s policies and checkout needs.</li>
<li><strong>Improve transparency</strong> by presenting important terms before purchase.</li>
<li><strong>Clarify the checkout process</strong> with required or optional agreement checkboxes.</li>
<li><strong>Reduce confusion</strong> by showing relevant terms based on products, customers, or order details.</li>
<li><strong>Track customer agreements</strong> and keep acceptance records connected to WooCommerce orders.</li>
</ul>
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<p>Additional Terms helps WooCommerce stores add custom agreement checkboxes, notices, waivers, policies, and acknowledgements to the checkout experience. Create required or optional checkboxes, control how terms are displayed, and keep a record of customer acceptance with each order.</p>
<p>Whether you need product-specific policies, warranty acknowledgements, subscription terms, age confirmations, or region-based notices, Additional Terms gives you more control over when checkout agreements appear and how customers interact with them.</p>
<h2>Build Checkout Agreements That Fit Your Store</h2>
<p>Create checkout terms that match your store’s policies, products, customers, and order requirements.</p>
<div class="twocol-one">
<p style="margin-bottom: 1em"><img class="alignnone size-medium wp-image-18734003732659" src="https://woocommerce.com/wp-content/uploads/2024/05/checks.png?w=120" alt="checkbox list" width="68" height="68" /></p>
<h3>Unlimited checkboxes</h3>
<p>Create multiple checkout checkboxes for policies, notices, waivers, and acknowledgements.</p>
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<p style="margin-bottom: 1em"><img class="alignnone size-medium wp-image-18734003732656" src="https://woocommerce.com/wp-content/uploads/2024/05/aspect-ratio-fill.png?w=49" alt="aspect ratio icon" width="30" height="30" /></p>
<h3>Display options</h3>
<p>Show terms in a modal, new tab, or directly above the checkout checkbox.</p>
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<p style="margin-bottom: 1em"><img class="alignnone size-medium wp-image-18734003732652" src="https://woocommerce.com/wp-content/uploads/2024/05/card-checklist.png?w=49" alt="card checklist icon" width="30" height="30" /></p>
<h3>Additional terms block</h3>
<p>Place custom agreement checkboxes inside the WooCommerce Checkout Block.</p>
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<p style="margin-bottom: 1em"><img src="https://woocommerce.com/wp-content/uploads/2024/06/outgoing-mail.png" alt="Outgoing Email Icon" width="30" height="30" class="alignnone size-full wp-image-18734006582172" /></p>
<h3>Email Accepted Terms</h3>
<p>Display accepted additional terms directly within WooCommerce order emails for clear customer confirmation and record keeping.</p>
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<p style="margin-bottom: 1em"><img class="alignnone size-medium wp-image-18734003971561" src="https://woocommerce.com/wp-content/uploads/2024/06/card-text.png?w=49" alt="translate icon" width="30" height="30" /></p>
<h3>Auto show content</h3>
<p>Display important terms upfront so customers can review details before purchase.</p>
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<p style="margin-bottom: 1em"><img class="alignnone size-medium wp-image-18734003732703" src="https://woocommerce.com/wp-content/uploads/2024/05/translate.png?w=49" alt="translate icon" width="30" height="30" /></p>
<h3>Multilingual ready</h3>
<p>Translate using .po files, and integrate with WPML and Polylang.</p>
</div>
<div class="twocol-one last">
<p style="margin-bottom: 1em"><img class="alignnone size-medium wp-image-18734003732661" src="https://woocommerce.com/wp-content/uploads/2024/05/shield-lock-fill.png?w=121" alt="shield lock icon" width="68" height="68" /></p>
<h3>Optional or required</h3>
<p>Set each checkbox as optional or required based on your store’s needs.</p>
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<p style="margin-bottom: 1em"><img class="alignnone size-medium wp-image-18734003732657" src="https://woocommerce.com/wp-content/uploads/2024/05/check-square.png?w=68" alt="check square icon" width="30" height="30" /></p>
<h3>Default status</h3>
<p>Choose whether optional checkboxes are checked or unchecked by default.</p>
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<p style="margin-bottom: 1em"><img class="alignnone size-medium wp-image-18734003732653" src="https://woocommerce.com/wp-content/uploads/2024/05/link.png?w=69" alt="link icon" width="30" height="30" /></p>
<h3>Linking to terms page</h3>
<p>Link checkboxes to dedicated terms pages for more detailed information.</p>
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<p style="margin-bottom: 1em"><img src="https://woocommerce.com/wp-content/uploads/2024/06/attach-email.png" alt="Attach Email Icon" width="30" height="30" class="alignnone size-full wp-image-18734006582175" /></p>
<h3>Attach Terms Receipt</h3>
<p>Attach a PDF receipt of accepted additional terms pages to WooCommerce order emails for secure documentation and reference.</p>
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<p style="margin-bottom: 1em"><img class="alignnone size-medium wp-image-18734003971573" src="https://woocommerce.com/wp-content/uploads/2024/06/download.png?w=48" alt="link icon" width="30" height="30" /></p>
<h3>Import & Export</h3>
<p>Export plugin settings and migrate data to another WooCommerce store.</p>
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<p style="margin-bottom: 1em"><img class="alignnone size-medium wp-image-18734003732654" src="https://woocommerce.com/wp-content/uploads/2024/05/paperclip.png?w=48" alt="paperclip icon" width="30" height="30" /></p>
<h3>Approval tracking</h3>
<p>Store accepted terms with the order for easier review by administrators.</p>
</div>
<hr />
<h2>Advanced Terms Checkboxes for WooCommerce</h2>
<p>Create advanced terms and conditions checkboxes for your WooCommerce checkout with Additional Terms Pro. Its advanced settings, such as customizable link actions and conditional logic, allow you to enhance the user experience and tailor the terms checkboxes to meet your specific business needs. Here are some examples of using Additional Terms:</p>
<ul>
<li><strong>Product-Specific Warranties:</strong> For electronic gadgets with extended warranties, create a checkbox that customers must acknowledge to activate the warranty, ensuring they’re aware of the terms.</li>
<li><strong>Subscription Terms:</strong> Outline subscription terms, billing cycles, and cancellation policies with a checkbox that customers must agree to, ensuring transparency and preventing misunderstandings.</li>
<li><strong>Special Return Policies:</strong> Add a checkbox for high-value items requiring specific return policies, helping customers understand and agree to the terms before completing the purchase.</li>
<li><strong>Local Regulatory Compliance:</strong> Create checkboxes for products with location-specific regulatory requirements, helping customers review and acknowledge region-specific requirements based on their shipping destination.</li>
<li><strong>Age Verification:</strong> For age-restricted products, create a checkbox that asks customers to acknowledge age-related requirements before checkout.</li>
<li><strong>Special Event Participation:</strong> Hosting a promotional event? Craft a checkbox that customers must check to participate, ensuring active engagement and adherence to event-specific rules.</li>
<li><strong>Eco-Friendly Packaging:</strong> Offer eco-friendly packaging options with a checkbox for customers to opt-in, showcasing your commitment to sustainability and educating customers about their options.</li>
</ul>
<hr />
<h2>Smart Checkboxes for Specific Needs</h2>
<p>Show checkout terms only when they are relevant. With conditional logic, you can display checkout agreements based on products, categories, shipping details, user roles, weekdays, product types, and more.</p>
<div class="twocol-one">
<p style="margin-bottom: 1em"><img class="alignnone size-medium wp-image-18734003373127" src="https://woocommerce.com/wp-content/uploads/2024/03/bag.png?w=70" alt="bag icon" width="30" height="30" /></p>
<h3>Products</h3>
<p>Show checkout terms when selected products are included in the customer’s cart.</p>
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<p style="margin-bottom: 1em"><img class="alignnone size-medium wp-image-18734003373125" src="https://woocommerce.com/wp-content/uploads/2024/03/tags.png?w=71" alt="tags icon" width="30" height="30" /></p>
<h3>Categories and Tags</h3>
<p>Show checkout terms for products in selected categories or product tags.</p>
<hr />
<p style="margin-bottom: 1em">
<img src="https://woocommerce.com/wp-content/uploads/2024/06/universal_local_58dp_E11D74_FILL1_wght400_GRAD0_opsz48.png" alt="location icon" width="30" height="30" class="alignnone size-full wp-image-18734006641454" /></p>
<h3>Billing Location</h3>
<p>Show checkout terms based on the customer’s selected billing location.</p>
<hr />
<p style="margin-bottom: 1em"><img src="https://woocommerce.com/wp-content/uploads/2024/06/account_balance_wallet_58dp_E11D74_FILL1_wght400_GRAD0_opsz48.png" alt="wallet icon" width="30" height="30" class="alignnone size-full wp-image-18734006641447" /></p>
<h3>Payment Gateways</h3>
<p>Show checkout terms when selected payment methods are chosen at checkout.</p>
<hr />
<p style="margin-bottom: 1em"><img class="alignnone size-medium wp-image-18734003970987" src="https://woocommerce.com/wp-content/uploads/2024/06/users-icon.png?w=59" alt="geo icon" width="30" height="30" /></p>
<h3>User Roles</h3>
<p>Show checkout terms for selected roles, members, vendors, or subscribers.</p>
</div>
<div class="twocol-one last">
<p style="margin-bottom: 1em"><img src="https://woocommerce.com/wp-content/uploads/2024/03/shipping.png" alt="shipping icon" width="30" height="30" class="alignnone size-full wp-image-18734003373123" /></p>
<h3>Shipping Classes</h3>
<p>Apply checkout terms to products assigned to selected shipping classes.</p>
<hr />
<p style="margin-bottom: 1em"><img class="alignnone size-medium wp-image-18734003373124" src="https://woocommerce.com/wp-content/uploads/2024/03/types.png?w=71" alt="types icon" width="30" height="30" /></p>
<h3>Product Types</h3>
<p>Show checkout terms for subscriptions, bookings, or other product types.</p>
<hr />
<p style="margin-bottom: 1em"><img src="https://woocommerce.com/wp-content/uploads/2024/06/bus_map_pin_58dp_E11D74_FILL1_wght400_GRAD0_opsz48.png" alt="bus map pin" width="30" height="30" class="alignnone size-full wp-image-18734006641456" /></p>
<h3>Shipping Location</h3>
<p>Show checkout terms based on the customer’s selected shipping location.</p>
<hr />
<p style="margin-bottom: 1em"><img class="alignnone size-medium wp-image-18734003970970" src="https://woocommerce.com/wp-content/uploads/2024/06/calendar-week.png?w=58" alt="types icon" width="30" height="30" /></p>
<h3>Weekdays</h3>
<p>Display checkout terms only on selected weekdays or specific store days.</p>
<hr />
<p style="margin-bottom: 1em"><img class="alignnone size-medium wp-image-18734003373122" src="https://woocommerce.com/wp-content/uploads/2024/03/heptagon.png?w=70" alt="heptagon icon" width="30" height="30" /></p>
<h3>WooCommerce Brands</h3>
<p>Show checkout terms for products assigned to selected WooCommerce Brands.</p>
</div>
<hr />
<h2>Generate Terms and Conditions</h2>
<p>Generate professional terms and conditions faster with Additional Terms Pro’s AI-assisted Terms Generator for modern online businesses. Instead of writing legal content from scratch, the guided questionnaire helps you create structured, customizable terms pages based on your business type, platform, products, services, customer interactions, payment setup, refund policies, user accounts, subscriptions, digital downloads, reviews, third-party links, and other important store details.</p>
<p>Built for WooCommerce stores, ecommerce brands, SaaS platforms, marketplaces, mobile apps, subscription businesses, digital product sellers, and service-based websites, the Terms Generator helps you create clearer and more complete terms and conditions in minutes. You can preview, edit, refine, regenerate, and save the generated content directly, making it helpful to keep your legal page updated as your business grows or your policies change.<br />
Clear terms and conditions can improve customer transparency, reduce confusion, and help communicate important policies before purchase. Additional Terms Pro helps store owners, startups, and growing online businesses to create professional looking legal pages, while keeping full control over the final content.</p>
<p><img src="https://woocommerce.com/wp-content/uploads/2024/06/site-terms-generator-settings-additional-terms.png" alt="Additional Terms Pro Terms Generator settings screen showing a guided setup form, generated terms preview, page update status, and disclaimer panel." width="980" height="823" class="alignnone size-full wp-image-18734006582181" /></p>
<p>The Terms Generator is designed to help you create a strong starting point for your terms and conditions. Since every business is different, review and adjust the generated content before publishing, and consider getting legal guidance when needed.</p>
<hr />
<h3>How do I add additional terms checkboxes to WooCommerce checkout?</h3>
<ol>
<li>Purchase, download, install, and activate the Additional Terms extension.</li>
<li>Create your first additional terms checkbox.</li>
<li>Choose whether the checkbox is required or optional.</li>
<li>Select how the terms content should open or display during checkout.</li>
<li>Use conditional logic if the checkbox should only appear for specific products, categories, shipping locations, user roles, or other rules.</li>
<li>Place your checkbox in checkout and test the customer experience.</li>
</ol>
<hr />
<p>Additional Terms helps WooCommerce stores present important checkout agreements clearly, collect customer acknowledgements, and keep acceptance records connected to each order. Whether you need product-specific policies, warranty notices, subscription terms, age confirmations, or regional checkout notices, the extension gives you flexible control over how and when those terms appear.</p>

Additional Terms Pro

<p>Enhance compliance and boost trust and transparency with custom terms and conditions checkboxes.</p>

Self-Service Refunds vs Additional Terms Pro