Templates / Returns
Free template · Sales
Return request form template
Customers request a refund or exchange with their order number and reason. Your team inspects the item when it arrives, records the refund amount and closes it out.
Free during the pilot · Change any field or step
The steps
- Requested · NewCheck the order and the reason.Form requests start here
- Item received · In progressInspect the returned item.
- Refunded or exchanged · Done (closed)Send the refund or the replacement.
What your team tracks
- Refund amount · Money
These stay on the ticket for your team; requesters don't see them on the form.
Returns
Your logo and colors go here
- Customer name *Short text
- Email *Email
- Order number *Short text
- Refund or exchangeRefundExchange
- ReasonLong text
Who it's for
Retail stores
Returns handled the same way at every register and location.
Online sellers
A return form on your site instead of back-and-forth emails.
Anyone tracking refund costs
See refunds by month and reason.
Tips for using it
Require the order number
It's required in the template, so you can find the original order.
Use reasons as a dropdown
Turn Reason into a dropdown (wrong size, damaged, changed mind) to see patterns in reports.
Record the refund amount
Keep it internal; it's what makes the refund report work.
Email at each step
Let customers know when the item arrived and when the refund went out.
Questions
What should a return request form include?+
Name, email, order number, refund or exchange, and the reason. Your team adds the refund amount.
Can customers see the status of their return?+
Yes. They get a link to check it, plus emails when you choose.
Can I track exchanges too?+
Yes. The form asks Refund or exchange, and you can split reports by it.
Learn more
- How-toHow to handle returns and exchanges at a small businessA simple returns process: a request form with the order number and reason, inspection when the item arrives, and a record of every refund.
- BlogShared inbox vs. ticketing system: which does a small business actually need?
- BlogReports that answer real questions, dashboards that build themselves, and a scorecard in your inbox every Monday
- BlogWhat is a ticketing system? A plain-English guide for small businesses
- FeatureWeb forms and QR codesA branded form for each kind of request: link it, embed it or print it as a QR code.
- FeatureYour own fields, steps and rulesStacks with the fields, steps, rules and automatic emails each kind of work needs.
- FeatureReports and dashboardsCharts in your brand colors, dashboards from templates, and a scorecard by email.
See how it works, step by step
- Help articleWeb formsGive a stack a public request form, so customers and coworkers can ask without an account and every request lands as a ticket.
- Help articleWhat requesters seePeople who send a form or an email get a confirmation, a page to follow their request, and only what you choose to share.
- Help articleReportsBuild your own reports with charts, or use the built-in Overview: opened vs closed, totals, time in each step and what's gone quiet.
More templates
Start with the returns template
Free while we build TicketStacker with a small group of businesses.