A ready-to-use conversational form

Refund request form template

Handle refund requests with the order reference, reason and evidence up front: photos for damage, tracking for missing parcels, statements for double charges.

14 questionsAbout 3 min5 branches2 endingsRead the template guide
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Free to customize. No code needed.

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A live preview of this template. Answer the first question to begin.

What's inside

Every question, and where it leads

  • Email
  • Short text
  • Date
  • Number
  • Single select
  • File upload
  • Address
  • Long text

The conversation

What a respondent is asked, in order.

Let's sort this out. First, a few details about the order.

1

Which email did you use for the order?

Emailrequired
2

Your order or invoice number

Short textrequired
3

Roughly when did you order?

Dateoptional
4

How much did you pay?

Numberoptional
5

Why are you asking for a refund?

Single selectrequiredsplits the flow
6

Photos of the damage

File uploadrequiredif reason is It arrived damaged or faulty
7

When did you notice?

Single selectoptionalif reason is It arrived damaged or faulty
8

What does the tracking say?

Single selectrequiredif reason is It never arrived
9

Please confirm the delivery address

Addressoptionalif reason is It never arrived
10

Which amounts and dates do you see on your statement?

Short textrequiredif reason is I was charged twice
11

What made it the wrong fit for you?

Long textoptionalsometimes asked
12

What condition is it in now?

Single selectrequiredsometimes asked
13

What would you like us to do?

Single selectrequiredsometimes asked
14

Anything else we should know?

Long textoptionalsometimes asked

Endings

Refund request received

Sent to our finance team 馃挸

The flow

Where each answer leads. Every route here is editable once the form is yours.

A labelled route is taken only by answers matching the label

A little guidance

Make the most of your next ask.

Questions to consider for your refund request form

  • What does your refund policy require, such as a time limit or unused condition, and does the form ask for it?
  • Do you offer store credit or replacements, or only refunds?
  • Who handles duplicate charges, and can they act without the customer returning anything?
  • Do you need the item back before refunding, and how will you send return instructions?

How to use the responses

Check each request against your refund policy using the order date and condition answers, and approve the clear cases quickly. Damage photos are worth passing to your supplier or courier when the same fault keeps coming up. Export to CSV monthly and count requests by reason: a rise in items that weren't as expected usually points to a product page that needs better photos or wording.

How to customize and share this template

  1. 1Edit the reasons and resolutions so they match your refund policy.
  2. 2Add your return window or conditions to the greeting so people know them before they start.
  3. 3Link the form from order confirmation emails and your returns page.

Frequently asked questions

What should a refund request form include?

The customer's email, the order number, the date, the reason for the refund, any evidence such as photos, the condition of the item, and whether they want a refund, credit or replacement.

Should customers upload photos for a refund?

For damaged or faulty items, yes. This form only asks for photos when the customer says the item arrived damaged, so nobody else is asked for them.

Can I offer store credit instead of a refund?

Yes. The form asks what the customer would prefer, and you can edit the options to match what your policy allows.

How do I track refund requests?

Every request lands in your dashboard with its reason and order number, and you can export them to CSV to track them alongside your orders.

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