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      Portal Checkout

      Last Updated: October 10, 2024

      Add a checkout step to the end of your portal flow to simplify the customer experience and let customers pay their RMA balance in-portal.

      What is Portal Checkout?

      Portal checkout simplifies the return and exchange process by seamlessly integrating a checkout screen into the portal flow. 


      When customers initiate an RMA they need to pay for (i.e fees or exchanges), they input their payment details directly into the portal, eliminating the need for separate draft orders and ensuring a straightforward experience. 

      Requirements 

      This feature is available as an add-on.


      To utilize portal checkout, you’ll need:

      • Enabled portal checkout feature - Enable the portal checkout feature on your ReturnGO Store Settings page. 

      Benefits 

      The benefits of using portal checkout include:

        • Eliminates draft orders - Customers experience a streamlined process as they input payment information directly within the portal flow, eliminating the need for the creation of separate draft orders and separate invoices.
        • Enhances the customer experience - Since customers can easily pay their RMA balance without leaving the portal, this simplified process translates into a better customer experience.
      • Improve exchange handling - When an exchange is approved, ReturnGO automatically creates a paid order, making the exchange process faster and more efficient.

      How to Configure Portal Checkout

      To enable portal checkout:

      1. Set up your Stripe integration. Learn how here.
      2. Go to Settings > Store Settings.
      3. Open the In-Portal Payments section.
      4. Enable the Portal Checkout toggle.
      5. Click on the save icon to save your changes.

      How Portal Checkout Works

      With portal checkout enabled, the flow will look like this:

      1. The customer creates an RMA through the ReturnGO portal.
      2. At the end of the regular portal flow, if the RMA requires payment such as fees or exchange price differences, customers see a checkout screen.
      3. Customers input credit card details on this checkout screen, which is powered by Stripe.

      4. When the payment doesn't include any price differences, the charge is captured upon RMA approval (whether via auto-approval or manual approval).
      5. When there are price differences, the charge is captured when the exchange is released, and a regular order (not a draft order) is automatically created for the exchange items and marked as paid.

      Exchanges

      In the case of exchanges, once the exchange order is approved and released, a regular order, not a draft order, is created and marked as paid.

      This order includes the exchange item and any associated fees, eliminating the need for separate invoices and ensuring a smooth transition from the return process to the fulfillment of the exchange order.


      Note: If a customer returns an exchanged item that was paid for through Stripe, you’ll need to issue a refund manually through Stripe to process a refund to the original payment method. However, for store credit or alternative refund methods, the refund can be processed directly within ReturnGO as usual.

      Charging Return Labels In-Portal

      To set it so the return label must always be paid for in the portal, regardless of the return balance:

      1. Go to Settings > Store Settings.

      2. Open the General Returns section.

      3. Set the Return Label Fee Payment setting to Always apply a separate charge for return label fees.

      4. Click the save icon to save your changes.

      If this setting is enabled and a return label fee is required, the customer will always need to pay it in the return portal.