How to view and track order status #
- Log in to your WordPress dashboard.
- Navigate to “WooCommerce” in the left-hand side menu and click on “Orders.”
- In the Orders section, you’ll see a list of all the orders placed on your WooCommerce store.
- The order status is displayed in the “Status” column for each order. The order status indicates the progress or current state of the order.
- To view more details of an order, click on the order’s row or click on the order number.
Manage refunds and cancellations #
(Cancellations) #
- Download the Customer Order Cancellation for WooCommerce .zip file from your WooCommerce account.
- Go to WordPress Dashboard > Plugins > Add New and Upload Plugin > Choose File (for the file that was downloaded).
- Install Now and Activate the extension.
- Set up the Order Cancellation Settings.
- In WordPress dashboard, go to WooCommerce > Order Cancellation Request. Here, all customer order cancellation requests will be displayed.
- You can also select and view customer order cancellation requests
- After viewing, you can Approve or Decline customer cancellation requests.
(Manual Refunds) #
- Check: Consult the documentation or support of your payment gateway on whether manual refunds are available. You will either need to:
- Log in to your payment method account and process the refund there.
- Transfer the money from your bank account manually.
- Scope: Refunds normally extend to products, taxes, and shipping fees. However, transaction fees charged by the payment gateway will likely be lost and not refunded.
- WooCommerce: Refunds can be processed through your Orders page. To manually refund an order:
- Go to: WooCommerce > Orders.
- Select the order to refund.
- Go to the order summary, and select “Refund” to start.
- Specify the quantity of the product(s) to be refunded in the text box(es) that appear for each line item. The refund amount will automatically adjust based on the products refunded. If inventory levels are not managed, you can also enter the Refund amount, without adjusting the product quantity.
- If the quantities of items are not set when issuing a refund then the order is not marked as refunded and the email that is sent will say “partial refund.”
- Add refund notes, if desired.
- Select “Refund $XX.XX manually”.
When processing a refund, you have the option to restock products by ticking the “Restock refunded items” box:
Items selected for a refund will be noted as refunded. Once the refund has been applied to the order, it will look like this:
You can check the message in order notes. A successful “Refunded” message in order notes concludes the refund.
How to export order data #
- Go to WooCommerce > Orders.
- Select one or more orders to export. You can set the Exported filter to show orders based on their export status.
- From the Bulk Actions menu, choose one of the following actions:
- Download to CSV
- Download to XML
- Export and Send: Export the selected orders and send them via FTP, HTTP POST, or email.
- From the Bulk Actions menu, choose one of the following actions:
- Click Apply.
- If you selected an immediate download (e.g. Download to CSV or Download to XML), you can retrieve the download file as explained above.
- If you chose Export and Send, you’ll be prompted to select one of your automated order exports so the same transfer method can be used to send this export. Only automated order exports with FTP, HTTP POST, or email transfer methods can be selected for this type of export.
Once an order is exported from the Orders page, it will be marked as exported. This will prevent the order from being included in future automated exports.
