Apply or Waive a Fee Modification

Overview

The Apply or Waive a Claim Fee automation in Corso lets you dynamically charge or remove fees during a return or exchange, based on conditions you define. This gives you flexibility to apply handling fees, exchange fees, or waive charges for specific customers or scenarios.

A separate automation, Apply A Fee Per Line Item, lets you apply a fee to individual line items on a claim rather than to the claim as a whole. See the Features and Functionality section for details on both.

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What You Can Expect

With this automation, you can:

• Apply fees conditionally (e.g., charge a handling fee only for variant exchanges).
• Waive fees for specific customers or claim types (e.g., VIP customers).
• Prioritize rules to control which fees are applied first.
• Customize fee labels so they appear clearly in the customer portal.
• Charge customers directly through Stripe integration for applied fees.

This automation helps balance customer experience with operational costs, while keeping the process transparent for both the brand and the customer.

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Features and Functionality

Setting Up the Rule

1. Navigate to Automations → Apply Or Waive A Claim Fee.
2. Title your rule (e.g., “Exchange Handling Fee”).
3. Define your conditions (e.g., return type, resolution method, customer tags, product information).
4. Set the fee:
   • Waived (0) – Removes any applicable fees.
   • Charged (Fixed Amount) – Applies the fee when conditions are met.

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Apply A Fee Per Line Item

The Apply A Fee Per Line Item automation applies a fee to each matched line item on a claim, rather than to the overall claim total. To set it up, navigate to Automations → Apply A Fee Per Line Item and configure:

• Display Name – The fee label shown to the customer.
• Fee Amount – A fixed or percentage-based amount.
• Charge Per Quantity of Item – When enabled (fixed fees only), the fee multiplies by the quantity of each matched line item.

Line item fees appear on each relevant line item in the claim summary for both the customer portal and the Corso Admin. In the Admin, you can edit or remove a line item fee directly from the line item before the claim is finalized.

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Example Scenarios

• Apply a claim fee: Charge $15 for variant exchanges.
• Waive a claim fee: If customer tag = VIP, remove all fees.
• Tiered fees: Apply $100 fee for one type of claim, $0 fee for another.
• Per-item fee: Charge $5 per item returned for a specific product group.

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Prioritization

• Rules run top to bottom.
• The first rule that matches the conditions will apply.
• Drag and drop rules to adjust priority (e.g., “VIP Waive Fee” should sit above “Exchange Handling Fee”).

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Customer Experience

• Fees display on the claim summary page under Deductions.
• The title of the rule appears as the fee name (e.g., “Handling Fee” or “Exchange Fee”).
• For exchanges, customers enter payment details, and the charge is processed directly through Stripe.

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Implementation

To implement an Apply Or Waive A Claim Fee rule:

1. Go to Automations → Apply Or Waive A Claim Fee.
2. Create a rule and add conditions (e.g., Return Type = Exchange, Resolution Method = Variant Exchange).
3. Set the fee amount (or 0 to waive).
4. Save and enable the rule.
5. Arrange rules in the correct order to ensure prioritization works as intended.
6. Test by submitting a claim to confirm the correct fee behavior.

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FAQs

Q: Can I apply multiple fees at once?
Yes, but rule order matters. The first rule that matches runs first, so set priorities carefully.

Q: What happens if no rule matches?
No fee will be applied unless a global fee is defined elsewhere.

Q: How do customers pay applied fees?
Fees are charged directly during the claim submission via Stripe.

Q: Can I rename the fee for customers?
Yes. The rule title appears in the customer portal, so you can label it as “Exchange Fee,” “Handling Fee,” or any custom description.

Q: What is the difference between Apply Or Waive A Claim Fee and Apply A Fee Per Line Item?
Apply Or Waive A Claim Fee applies a single fee to the claim as a whole. Apply A Fee Per Line Item attaches a fee to each individual line item that matches your conditions, and can optionally multiply by item quantity when using a fixed amount.