Articles on: Refunds and exchanges

Exchange for Other Items: On-Store Setup (Stripe Checkout)

Plans: Premium, Enterprise Platforms: Shopify, BigCommerce, Salesforce Commerce Cloud


As going through Shopify Checkout would require an exchange to be seen as an immediate purchase, the exchange order is created before the item is returned. AfterShip Returns has enabled the Stripe checkout option for merchants, which allows them to preserve the “Exchange Request” by capturing payment through Stripe + AfterShip, and holding the new exchange order until it triggers the set conditions. In a nutshell, it helps eliminate the risk of shipping new items to customers before receiving the returned items.

How to set up the Stripe checkout
Basic settings: Configure Stripe checkout flow
Bonus credit configuration
Exchanges of exchanges
Set up exchange recommendations

Critical information

Exchange transactions processed through Stripe only incur transaction charges levied by Stripe itself. Exchange orders placed on your store through Stripe checkout via AfterShip Returns portal are unrelated to the Shopify payment capabilities and do not incur any additional charges on our end.

How to set up the Stripe checkout

The process for setting up Stripe checkout for your on-store Shopify and BigCommerce exchange orders is the same.

Log in to AfterShip Returns admin dashboard
Go to Return policy > Refunds and exchanges > Exchange in your store
Exchange in your store method setup is done in 3 steps

i. Basic settings
ii. Instant exchange
iii. Bonus credit
iv. Product recommendations

Step 1: Basic settings: Configure Stripe checkout flow

Click Edit > Checkout methods > Add method > Stripe checkout

Click Agree on the “Add Stripe checkout” agreement (This agreement is mainly to let merchants know that Stripe charges a transaction fee). Check their official website for pricing.

Note: Please ensure not to select “Include or exclude tax based on your customer's country” in Shopify; otherwise, this feature won’t function properly.

This will direct you to a secure page within Stripe where you can submit all the relevant business details to create a new account that will be linked to AfterShip for collecting “Exchange for other items” up-sell payments.

Once done, select Stripe checkout under Checkout methods

Note: Please note that if the total payment for an exchange order is less than $0.5, then the payment will be round off to $0 (Applicable to both Stripe and Shopify checkouts).

Exchange shipping rates

Set Exchange shipping rates: Free or Custom

If you choose Custom, make sure you set all the currencies used by your connected stores; else, the exchange shipping rates will be displayed as 0.

Auto-create exchange orders

You can also choose to enable Automatically create an exchange order in store using one of the following triggers:

In transit: Based on the AfterShip tracking status, you need to install AfterShip first
Delivered: Based on the AfterShip tracking status, you need to install AfterShip first
Marked as received

If merchants don’t enable the automation rule, they can manually create the exchange order in RMA detail.

Note: If merchants reject the RMA, the payment will not be refunded to buyers automatically. Merchants need to go to Stripe and do the refund manually.

Step 2: Instant exchange

Instant exchange allows you to enable customers to get their exchange items sent immediately when submitting a return request. This section requires to you set up hold amount and period within which customers are required to sent their items back to avoid the full charge. Read this article to know more .

Step 3: Exchanges of exchanges

Decide whether shoppers can raise exchange request(s) for newly created exchange requests and how many in a sequence they can raise.

By default, the option will be disabled, which means if a shopper wishes to place an exchange request for a recently placed exchange order, they won't be able to do that. The Exchange for other items Resolution method will not be given to the shopper on the return page.

Shift the toggle to the right to Enable the feature. When enabled the shopper will be able to place the exchange request for a recently placed exchange order successfully.

Select the checkbox for Limit the number of sequential exchanges and input the number to restrict the number of times shopper can raise an exchange request for a recently placed exchange order.

Step 3: Bonus credit configuration

Toggle on Pre-discount credit to allow customers to use the discount amount from their original purchase for an exchange.

Learn how Pre-discount credit works here.

Offer Extra credit to encourage customers to opt for an exchange instead of a return

This will give customers an extra amount on top of their original order value to purchase the exchanged product

Any excess amount will not be refunded to the customer and will be treated as unused

a. Change the Extra credit status from Disabled to Enabled

b. Choose the Credit type

Fixed amount: A fixed amount on top of the original order amount to be offered as extra credit. One order can only have one chance to use the fixed amount.

Percentage: Percentage of the original item price (excluding shipping rates) to be offered as extra credit

c. Input the Extra credit value based on the credit type selected

d. AfterShip Returns supports the option to add multiple currencies as configured in your store to convert prices automatically, as per the current foreign exchange rates. If you don’t set the relevant currencies, your customer cannot get the extra credit if the buyer placed an ordr in that currency.

Click + Add another currency

Select the currency from the dropdown by simply clicking the Enter currency field

Input the credit value

Step 4: Set up exchange recommendations

Move to Product recommendations and shift the toggle to the right to enable it

Select the Recommendation type from the dropdown list

Hit Save

Salesforce Commerce Cloud: On-Store Setup (Stripe Checkout)

For setting up the Stripe checkout for your on-store Salesforce Commerce Cloud exchange orders, you need to take care of a few things which you can find here .

If you have any queries, feel free to connect with our support team for quick assistance.

Updated on: 29/01/2024

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