<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>
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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>
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<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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<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>
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<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>
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<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>
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<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>
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<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>
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<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>
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<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>

<p>Stores selling products to B2B and B2C customers must often adjust product prices and catalog visibility for different user roles. However, before that, they must assign user roles to hundreds and thousands of customers. This extension allows you to display a user role dropdown on the registration page to allow customers to choose their role. Previously registered customers can change their user role from the “My Account” page.</p>
<p>You can display selected user roles in the dropdown, enable manual approval for specific user roles, and leave the rest for auto-approval.</p>
<div class="woo-sc-box normal">If you want to add custom registration fields and user roles dropdown along with approve new user, please buy our <a href="https://woocommerce.com/products/custom-user-registration-fields-for-woocommerce/">Custom Registration Fields Extension</a></div>
<h3 id="item-description__main-features-included-in-choose-user-roles-plugin"><strong>Features</strong></h3>
<ul>
<li>Display a user role dropdown on the registration and checkout page (account creation section).</li>
<li>Display selected user roles in the dropdown.</li>
<li>Option to auto-approve and manually approve user roles.</li>
<li>Allow/disallow customers to request a user role from my account page.</li>
<li>Email notifications for admins and customers.</li>
<li>Display custom messages to notify users about user role status on the My Account page.</li>
<li>Customize field label.</li>
<li>Works for both WordPress and WooCommerce registration forms.</li>
</ul>
<p><img class="alignnone size-full wp-image-6334824" src="https://woocommerce.com/wp-content/uploads/2020/08/User-Roles-Dropdown-on-WooCommerce-Registration-Form.png" alt="User Roles Dropdown on WooCommerce Registration Form" width="870" height="559" /></p>
<h3><strong>Display selected user roles in dropdown:</strong></h3>
<p>Instead of showing all user roles, this extension enables you to show only relevant user roles in the dropdown and keep VIP user roles at the admin’s disposal, to assign from the backend as they see fit.</p>
<p><img class="alignnone size-full wp-image-6334853" src="https://woocommerce.com/wp-content/uploads/2020/08/Display-selected-user-role-in-dropdown-1.png" alt="Display selected user role in dropdown" width="855" height="901" /></p>
<h3><strong>Manual and auto-approval: </strong></h3>
<p>You can enable manual approval for specific user roles and keep the rest on auto-approval. This feature allows you to validate customers before they can enjoy the benefits of special user roles. The customer will be able to login and will be assigned the default user role until the new user role request is approved.</p>
<p><img class="alignnone size-full wp-image-6334860" src="https://woocommerce.com/wp-content/uploads/2020/08/Select-User-Role-for-manual-and-auto-approval.png" alt="Select User Role for manual and auto approval" width="798" height="413" /></p>
<h3>Add dropdown to My Account page</h3>
<p>This plugin allows you to display the same user roles dropdown on the My Account page. This is completely optional, given that you may not want to give your user the option of changing their role once it has been assigned.</p>
<p><img class="alignnone size-full wp-image-6334868" src="https://woocommerce.com/wp-content/uploads/2020/08/User-role-dropdown-in-my-account-page-woocommerce.png" alt="User role dropdown in my account page woocommerce" width="856" height="956" /></p>
<h3>Email and notification settings:</h3>
<p>You can customize the following emails and custom messages displayed on My Account page.</p>
<ul>
<li>Pending and declined status messages display on the My Account page under the user roles dropdown.</li>
<li>Email to admin when a new user registers and requests a user role that requires manual approval.</li>
<li>Email to the customer notifying them that a requested user role is awaiting approval.</li>
<li>Email to the customer when a requested user role is approved.</li>
<li>Email to the customer when a requested user role is declined.</li>
</ul>
<p><img class="alignnone size-full wp-image-6334891" src="https://woocommerce.com/wp-content/uploads/2020/08/Custom-Messages-on-my-account-page.png" alt="Custom Messages on my account page" width="792" height="429" /></p>
<p>You can enable/disable any email.</p>
<p><img class="alignnone size-full wp-image-6334889" src="https://woocommerce.com/wp-content/uploads/2020/08/Email-settings-for-user-roles.png" alt="Email settings for user roles" width="980" height="802" /></p>

Choose User Role at Registration

<p>Add a user role dropdown on the registration form to allow customers select the relevant role during registration.</p>

Self-Service Refunds vs Choose User Role at Registration