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Payment & Shopify Payouts

How payments, payout, and refunds work with Easy Appointment Booking

Ray M avatar
Written by Ray M
Updated this week

How customer payments work

Easy Appointment Booking does not process payments directly.
All payments are handled by Shopify Checkout and Shopify Point of Sale (POS).

When a customer books:

  1. A Shopify order is created

  2. Payment is processed through your existing Shopify payment methods

  3. Funds are included in your regular Shopify payouts

If you can see the order in Shopify, the payment is already part of your Shopify earnings.


Revenue shown inside Easy Appointment Booking

Easy Appointment Booking displays revenue data for individual bookings, which comes from the booking's Shopify order. It’s important to understand what this includes:

  • The revenue shown is only the amount earned from that specific booking

  • It does not include future or follow-on revenue related to the customer

  • It does not replace Shopify financial reports

For complete financial reporting, always refer to:

  • Shopify Admin → Orders

  • Shopify Payments → Payouts


Deposits and remaining balances

Easy Appointment Booking supports deposits using Shopify-native tools.

Here’s how deposits work:

  • The deposit amount is collected at booking

  • A discount code is issued for the deposit value

  • A Draft Order is created containing the remaining balance

  • The discount is applied to the Draft Order so the customer only pays what’s left

This ensures:

  • Deposits are tracked correctly in Shopify

  • Remaining balances are clearly separated

  • All payments flow through standard Shopify checkout


Cancellations and refunds

Does cancelling a booking issue a refund?

Yes, if refunds are enabled.

Refund behaviour depends on your setting:

  • Go to Settings → General → Shopify Workflow

  • Enable the Automatically refund the Shopify Order checkbox

When this setting is enabled:

  • Cancelling a booking will automatically trigger a refund

  • The refund is issued through the original Shopify order


How refunds are processed

Refunds can be initiated directly from Easy Appointment Booking.

When a refund is triggered:

  • It is processed through Shopify

  • Funds are returned to the customer’s original payment method

  • The refund appears on the associated Shopify order

Easy Appointment Booking does not hold funds, it instructs Shopify to issue the refund.


Where to manage payments and refunds

You can manage booking payments in the same places you manage product payments:

  • Shopify Admin → Orders

  • Shopify Payments → Payouts

  • Shopify POS (for in-person bookings)

All booking-related refunds, payouts, and fees follow Shopify’s standard rules.

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