Cashback Rewards

WalletPro can automatically credit a percentage of each completed order back into the customer's wallet, turning every purchase into a reason to return. Cashback accumulates as real wallet balance that customers spend on future orders.

Overview

Cashback rewards credit a configurable percentage of a qualifying order's eligible line totals directly into the purchasing customer's WalletPro wallet. Credits are posted when the order reaches the Completed status, not at the moment of checkout, so reversals on cancelled or refunded orders stay clean.

You can set a global rate, override it per product, differentiate it by customer role (with an optional per-role cap), scale it by cart-total tiers, restrict it to or from specific payment gateways, and multiply it during scheduled campaigns. A wholesale buyer, a VIP member, and a regular customer can each earn at a different rate from the same purchase, or not earn at all.

How It Works

1. A customer places and pays for an order.
2. WalletPro waits until the order transitions to Completed. This is the trigger; it is not configurable.
3. WalletPro collects the eligible order lines (every line except deposits and store-credit products), then resolves a rate for each one from the layered rules below.
4. The calculated cashback amount is atomically credited to the customer's wallet through the audit ledger with a transaction type of cashback and the originating order ID recorded as the reference. The award is written once per order; a guard meta flag prevents a completed order from being credited twice.
5. An order note is added recording the amount awarded to the account balance.
6. If the originating order is later refunded (in full or in part), WalletPro automatically claws back a prorated slice of the awarded cashback. See Refund clawback below.

Rate Resolution Order

Each eligible line gets its own rate. WalletPro resolves it in the following priority order (highest wins), and the first rule that yields a positive rate is used:

The per-product rate is the only per-line override; the role rate and the tier rate are resolved once for the whole order and applied to every line that has no per-product rate. The role rate is chosen first (the highest rate among the customer's roles), and the tier rate is used only when no matching role rate exists. After all lines are summed, the active campaign multiplier (if any) is applied, and finally the per-order cap is enforced.

Configuration

Navigate to WooCommerce > WalletPro > Settings > Cashback. All global cashback options live on this one tab. The per-product rate is set separately on each product (see Per-product rates).

Cashback Settings

Per-product Rates

To give a single product its own cashback rate, edit the product and open the General tab of the Product data panel. The Wallet cashback (%) field sets the percentage of that product's line total credited back on completion. This rate overrides the role, tier, and global rates for that line. Leave the field empty to fall back to those rates; only a value greater than 0 is stored, so entering 0 or blank removes the per-product override rather than forcing 0% on the line.

Per-role Rates and Caps

The Role cashback rates textarea holds one role per line using a pipe-separated format. The third column is new in 1.83.x:

role | percent | max

When a customer has more than one role carrying a rate, the role with the highest rate wins, and that same winning role's max is the one applied. If the winning role has no max (or a non-positive one), the global cap applies instead. So the cap always belongs to the role that actually set the rate, not to some other role the customer happens to hold.

# wholesale earns 1%, capped at $5 per order
wholesale_customer | 1 | 5
# vip earns 5%, no per-role cap, so the global cap applies
vip | 5

Apply Cashback to Shipping New 1.83.x

By default cashback is calculated only on eligible product line totals; shipping is ignored. When Apply cashback to shipping is on, the order's shipping total is added to the cashback base as an extra eligible line. Shipping carries no per-product rate, so it earns the order-wide resolved rate (role rate if one matches, otherwise the tier rate, otherwise the global rate).

Shipping is added to the base after the cart-total tier is determined, and the tier is computed from the product subtotal only. As a result, including shipping never lifts an order into a higher tier; it only earns cashback at whatever rate the order already qualified for.

Cart-total Tiers

The Cart-total tiers textarea holds one tier per line as threshold | percent. Each row sets a rate that applies when the eligible product subtotal is at or above the threshold. The tier rate sits below the role rate but above the global rate in the resolution order, so it only takes effect for lines with no per-product rate when the customer's roles carry no rate.

# spend $100+ to earn 3%, $250+ to earn 5%
100 | 3
250 | 5

When the subtotal satisfies more than one tier, the highest threshold the order meets wins. The subtotal used for tiers is the product subtotal only; shipping (even when shipping cashback is on) is never counted toward the threshold.

Gateway Allow / Deny

The gateway gate decides whether an order earns any cashback at all, based on its payment method. It runs before rate resolution, so a blocked gateway suppresses the entire award.

List gateway ids comma-separated, for example bacs, cheque, stripe. Use the gateway id (the WooCommerce payment method id), not its checkout label.

Campaign Multipliers

Scheduled campaigns multiply the resolved cashback award for a window of time, on top of the per-product, role, tier, and global rates rather than replacing them. The Cashback campaigns textarea holds one campaign per line as start | end | multiplier with dates in YYYY-MM-DD form (a full YYYY-MM-DD HH:MM:SS timestamp also works).

# double cashback for a weekend, then 1.5x open-ended
2026-07-04 | 2026-07-06 | 2
2026-08-01 | | 1.5

A blank end date means the campaign is open-ended. Boundaries are inclusive at both ends, and times are compared against the same GMT clock the award uses. When more than one campaign window is active at once, the highest multiplier applies. The multiplier scales the summed award before the per-order cap is enforced, so a campaign can never push an award past the role or global cap.

Merchant Setup: Step-by-Step

1. Go to WooCommerce > WalletPro > Settings > Cashback.
2. Check Enable cashback.
3. Set Cashback percent to your baseline percentage (for example 2).
4. Decide whether to turn on Apply cashback to shipping.
5. Optionally add Role cashback rates, one per line as role | percent | max, with the max omitted where you want the global cap to apply.
6. Optionally add Cart-total tiers as threshold | percent to reward larger orders.
7. Optionally set Cashback gateway mode and the Cashback gateways list to include or exclude specific payment methods.
8. Optionally set Max cashback per order as a global cap. Leave it blank for no cap.
9. Optionally add Cashback campaigns as start | end | multiplier for time-boxed promotions.
10. For any product that needs its own rate, edit the product and set Wallet cashback (%) on its General tab.
11. Save your changes.

From this point on, every qualifying completed order automatically accrues cashback without further intervention.

Refund Clawback

Cashback reversal is automatic and always on; there is no separate toggle to enable or disable it. When an order that earned cashback is refunded, WalletPro claws back a prorated slice of the awarded amount.

• The reversal is proportional to the fraction of the order value refunded so far. A full refund claws back the entire award; a partial refund claws back the matching fraction.
• Proration is cumulative, so repeated partial refunds claw back the right total and never more than was awarded.
• The debit is clamped to the customer's available balance. If the customer has already spent the cashback, WalletPro takes whatever balance remains and never drives the wallet negative.

Customer Experience

Viewing Earned Cashback

Customers can see cashback activity in two places within their My Account area:

• My Account > Wallet, The main wallet dashboard shows the current balance. Each cashback credit appears as a line in the transaction history with type Cashback, the originating order number, the date, and the amount.
• My Account > Orders > [Order detail], A notice on the completed order detail page confirms how much cashback was earned from that specific order and when it was credited.

Spending Cashback

Cashback is ordinary wallet balance. Customers spend it the same way they spend any other wallet funds:

1. At checkout, the Pay with Wallet option is shown if the customer has a positive balance.
2. The customer selects how much of their wallet balance to apply (up to the order total, subject to any spending limits the merchant has configured).
3. The wallet amount is deducted first; any remaining balance is charged to the customer's chosen secondary payment method.

Printable Statement

Customers can download or print a full wallet statement from their wallet dashboard. Cashback entries are labeled with the transaction type Cashback and include the order reference, making it straightforward to reconcile earning history.

Reporting

Cashback is recorded on the wallet ledger as its own transaction type (cashback), so it is tracked everywhere ledger data is surfaced:

• It appears as the Cashback type in the ledger view and in the transaction-type filters.
• The financial reports and analytics include cashback in their totals, and the program analytics track cashback ROI: the magnitude of cashback ledger entries weighed against the revenue of the orders that earned them.
• Each refund clawback is written as a debit on the ledger with the note Cashback reversed (refund), referencing the originating order.

See Financial Reports and Analytics for the full reporting surfaces.

Developer Reference

Order and Ledger Footprint

When an order is awarded cashback, WalletPro writes the following so the award is idempotent and reversible:

The award runs on WooCommerce's woocommerce_order_status_completed action and the clawback on woocommerce_order_refunded. Cashback amounts are computed with arbitrary-precision (bc-math) arithmetic at 4-decimal scale to avoid floating-point drift. For programmatic credits and reads of the wallet ledger in general, see the REST API and Hooks & Filters references.

Edge Cases and Behavior Notes