RMA Pro

Browse practical RMA Pro guides, setup instructions, features and troubleshooting from Regal IT.

Articles

FeaturesHow to adjust or refund an individual RMA Pro wallet balanceUse the Wallet Overview card to adjust a customer balance or refund traceable RMA credit to the original payment methods.Read article Delivery DatesRegal Cart NoticesRegal FormsRegal Knowledge BaseRegal Made to OrderRegal Menu EditorRegal Product PersonaliserRegal SendRMA ProSale Category SyncRegal IT plugin support request: how to contact supportContact Regal IT from a plugin System page, review optional technical diagnostics, and send a support request without relying on…Read article ConfigurationHow to Configure RMA Pro Return RulesConfigure RMA Pro return rules to apply consistent return outcomes, customer options and policy exceptions automatically.Read article Getting StartedInstall and Set Up RMA Pro for WooCommerceRMA Pro adds a structured returns workflow to WooCommerce, covering requests, resolutions, return methods and communication.Read article Getting StartedSet Up the RMA Pro Customer Return PortalThe portal uses customer and order context to show eligible items and permitted options.Read article Getting StartedUnderstand the RMA Pro Return Request WorkflowAn RMA record combines items, reasons, resolution, return method, evidence and activity.Read article ConfigurationConfigure RMA Pro General SettingsGeneral Settings establish the configuration used before more specific settings and rules apply.Read article ConfigurationConfigure RMA Pro Return ResolutionsResolutions control customer choices in the portal and the outcomes staff fulfil in an RMA.Read article ConfigurationConfigure RMA Pro Return MethodsReturn methods determine customer choices after items and a preferred resolution are selected.Read article ConfigurationConfigure RMA Pro Default Return RulesDefault rules are suitable for store-wide return windows, eligible order conditions, reasons and exclusions.Read article ConfigurationConfigure RMA Pro Return ZonesReturn zones use WooCommerce shipping zones to tailor methods and policies by location.Read article ConfigurationConfigure RMA Pro Return EmailsEmail settings keep customers informed while alerting staff to review and fulfil requests.Read article ConfigurationConfigure Shippo Return Labels in RMA ProShippo integration supports provider-backed return labels within the existing RMA workflow.Read article ConfigurationConfigure ShipStation Return Labels in RMA ProThe integration keeps label creation, return status and RMA activity together.Read article ConfigurationConfigure RMA Pro Store Credit and WalletsStore credit can be an alternative to a payment-method refund when it fits your policy.Read article ConfigurationBack Up and Restore RMA Pro SettingsBackup and Restore preserves selected RMA Pro settings without unnecessarily replacing unrelated configuration.Read article FeaturesProcess Refunds with RMA ProRMA Pro retains items, resolution, deductions and activity so refund decisions can be checked.Read article FeaturesManage Exchanges with RMA ProExchange handling keeps the returned item, replacement choices and fulfilment actions associated with the RMA.Read article FeaturesCollect Customer Evidence for RMA RequestsEvidence requirements can be configured globally or with rules so customers are asked at the correct stage.Read article FeaturesReview and Manage RMA Pro RecordsEach record combines selected items, method, resolution, notes, evidence, labels and status history.Read article FeaturesUse RMA Pro Tracking and Activity HistoryActivity offers an audit trail, while tracking helps staff follow parcels using provider-backed labels.Read article FeaturesUse RMA Pro Return ForecastingForecasting is most valuable when requests use consistent reasons, resolutions and statuses.Read article TroubleshootingTroubleshoot an RMA Pro Return Request That Is Not EligibleEligibility can depend on ownership, order status and age, selected items, default rules, zones and custom rules.Read article TroubleshootingTroubleshoot RMA Pro Return RulesRMA Pro evaluates enabled rules in priority order, making accurate criteria and exception ordering essential.Read article

FAQs

Can a completed RMA record be cancelled?

Completed RMA Pro record cancelled

No. Completed RMA records cannot be cancelled. This preserves the completed workflow and prevents a cancellation email from being sent after the return outcome is final.

If a later correction is needed, review the RMA activity and related WooCommerce order, then use your approved support process.

Can customers pay for a return label?

Customers pay for RMA Pro return label

Yes, customers can pay for an RMA Pro return label when your configured label provider and return method support a customer-funded flow.

Make the charge clear before the customer submits the request. Test the full request and label journey, including the amount recorded on the RMA.

Can I create Shippo return labels in RMA Pro?

Shippo return labels in RMA Pro

Yes. RMA Pro can use Shippo return labels when the Shippo integration, return address, available services and corresponding return method are configured.

Test label creation with a controlled RMA and verify rates, funding behaviour, label details and tracking.

Can I require photos or evidence for a return?

Customer evidence for RMA requests

Yes. Customer evidence for RMA requests can be required through your RMA Pro configuration or a matching custom rule, for example for faulty or damaged items.

Tell customers what evidence to provide and why. Test requests that require evidence and those that do not.

Can I target specific product variations?

Can I target specific product variations?

Yes. Cart Notices product variations can be selected after adding their parent variable product to a rule. Choose only the variants that should trigger the message.

If you leave the variant selection blank, the rule applies to all variations of the selected parent product.

Can I use ShipStation with RMA Pro?

ShipStation return labels in RMA Pro

RMA Pro supports ShipStation return labels through its ShipStation integration. Configure the connection, select the services and label policy you need, then enable the matching return method.

Use a test RMA to confirm label creation, the selected service and tracking details work correctly.

Can RMA Pro handle exchanges and store credit?

RMA Pro exchanges and store credit

Yes. RMA Pro can offer exchanges and store credit as return resolutions when they are enabled in Return Settings and permitted by your rules.

For exchanges, confirm replacement availability. For store credit, check wallet or credit configuration and when staff should issue credit rather than a refund.

How do I configure return emails?

Configure RMA Pro return emails

Configure RMA Pro return emails in Email Settings. Review templates for new, pending, approved, declined and completed requests.

Use supported placeholders, set the correct recipients and send controlled test messages. Custom rules may apply an email override for matching requests.

How do I configure return methods in RMA Pro?

Configure RMA Pro return methods

Configure RMA Pro return methods from Return Settings. You can enable customer self-return, provider-backed return labels, or both, depending on your policy.

Use clear customer-facing labels and instructions, decide who pays return postage, and test the method with an eligible order.

How do I process a refund from an RMA?

Process refunds with RMA Pro

Open the approved RMA, confirm selected items and quantities, then review the calculated refund amount and any applicable return-shipping deduction.

Where authorised, staff can correct an exception. Review any warning before refunding above a calculated default, then process the refund and confirm the RMA activity records the outcome.

How do I set up RMA Pro for WooCommerce?

How do I set up RMA Pro for WooCommerce?

To set up RMA Pro for WooCommerce, install and activate the plugin, confirm the licence status, then configure the customer return portal, return resolutions, return methods and eligibility rules.

Before making the portal available to customers, submit a test request using a completed test order. Check that the selected items, available outcomes, emails and admin RMA record match your returns policy.

How do RMA Pro return rules work?

RMA Pro return rules

RMA Pro return rules apply conditions and actions to matching return requests. A rule can require evidence, restrict resolutions or return methods, show a customer message, automatically approve a request, or block a return.

Enabled rules run by priority, with lower numbers evaluated first. Keep specific exceptions above broad rules and use stop processing only when later rules must not apply.

What is a missing compatible item rule?

What is a missing compatible item rule?

A missing compatible item rule shows a message when the trigger item is in the basket but none of the configured compatible or required products, categories or variations are present.

Use it to remind customers to add an essential accessory or companion item. The notice stops matching once an acceptable required item is added.

What is the difference between Any and All match logic?

What is Cart Notices match logic?

Cart Notices match logic controls how selected trigger items are evaluated. Choose Any selected trigger when one matching product or category is enough to show the notice.

Choose All selected triggers only when every selected product and category must be in the basket together before the notice appears.

What should I do after changing a production lead time?

Update the relevant message settings, save them and retest every enabled customer touchpoint.

Where do customers submit a return request?

RMA Pro customer return portal

Customers submit a request through the RMA Pro customer return portal. Configure the portal page in RMA Pro General Settings, then make sure customers can sign in and view the WooCommerce orders linked to their account.

The portal shows eligible items and the return options permitted by your settings and matching rules.

Which return resolutions can I offer customers?

RMA Pro return resolutions

RMA Pro return resolutions can include refunds, exchanges and store credit. Enable the outcomes that match your published policy and operational process.

You can make a resolution available by default or limit it to orders that match a custom rule. Test each enabled resolution before making it available to customers.

Why are RMA Pro return emails not being sent?

RMA Pro return emails not sent

Confirm the expected RMA status change occurred and that the relevant template is enabled. Then check the recipient address and any rule-specific email override.

If the template is correct, test WordPress email delivery through your mail or SMTP service and review its logs.

Why cannot a customer see an order in the return portal?

RMA Pro order not visible in return portal

An order may not appear if the customer is signed into a different account, the order is outside the return window, its status is not eligible, or a rule excludes the order or selected items.

Check account ownership, order date, order status, default return rules, return zones and custom rules.

Why is the wrong RMA Pro rule being applied?

Wrong RMA Pro rule applied

The wrong result usually means a broader rule matched before a specific exception, or an earlier matching rule uses stop processing.

Confirm that each rule is enabled, compare its criteria with the actual order and selected items, then review priorities. Test matching and non-matching orders after making a change.