Overview
The Edit Order flow lets you change a traveler's upcoming payments — the dates, the amounts, how many there are — and their trip total, all without disturbing their booking. Anything they have already paid is credited automatically.
This changes one traveler only. To change the schedule for people who have not booked yet, edit the package payment plan under Edit trip → Payments → Trip Settings → Edit Payment Plans. Travelers who have already booked keep the schedule they booked on. See Setting Up Payment Plans with Auto-Billing.
Before you start
The traveler must have made a deposit but not yet paid their full balance, and their booking must not be cancelled. Someone who has paid in full has no upcoming payments to edit, and cancelled bookings cannot be changed.
Getting to Edit Order
Log in to your dashboard and click the trip the traveler is booked on.
Search for the traveler, then click the three-dot menu next to their name and choose View Details.
In the menu down the left side, click Edit Order.
Edit Order missing? It is hidden for cancelled bookings, and for travelers who have not made a first payment. If you only want to view the schedule without changing it, use Payment Schedule in the same menu.
The editing steps
You move through the flow with the Next button:
Step | What it's for |
1. Switch to different trip | Move this traveler to one of your other trips |
2. Change package or add new one | Swap their package, change quantity, or edit their price |
3. Choose add-ons | Add or remove add-ons — only appears if your trip has them |
Payment details | Balance summary, number of payments, and the payment schedule |
Package Change Summary | Review before saving |
Keep clicking Next to skip straight past the steps you are not changing until Payment details opens. On trips without add-ons it is numbered 3 instead of 4.
Change the payment dates and amounts
Open Payment details. The Total Cost shows in the step header, and inside you will see Paid to Date and Remaining Balance (plus BNPL Fee (Paid) if the traveler used Buy Now Pay Later). The New package summary panel on the right keeps a running breakdown — package, payment plan fees, add-ons, discount, and total — as you make changes.
Number of payments — pick any number from 1 to 12 and the remaining balance splits evenly across that many payments. This is the fastest way to give someone more (or fewer) installments.
Payment schedule — the table below lists each upcoming payment:
Schedule of upcoming payments — the charge date. Click it to pick a new one.
Payment amount w/fees — what they are charged that day, fees included. Type over it to set a custom amount.
Action — the trash icon deletes that payment line.
Use + Add new line to add another payment; it defaults to one month after the last one.
Then click Next to reach the Package Change Summary, click Save Changes, and confirm on the Confirm Changes prompt. You will see Changes Saved Successfully! and the new schedule is live right away.
Change a traveler's trip total
If someone upgraded their package, added an add-on, or got a late promo code, change their total in the same flow:
Open Edit Order as above — trip → traveler → View Details → Edit Order.
In 2. Change package or add new one, pick a different package — or click the pencil icon next to the price to set a custom amount. The Change the trip price window shows both what you receive and what the traveler is charged, with the processing fee broken out.
Add or remove add-ons in step 3 if needed, or enter a promo code in the summary panel on the right.
In Payment details, everything they have already paid is credited toward the new total and the remaining balance updates. Adjust the upcoming payments to cover it.
Next → Save Changes → Confirm.
If the new total is lower than what they have already paid, you will get a Credit Balance prompt. You can proceed and refund the credit later.
What the traveler sees: their dashboard shows the updated total, a revised balance reflecting all prior payments, and the new installment schedule.
Good to know
Only future payments can be edited. Charges that already went through cannot be changed here — refund them instead.
Every payment line needs a date. A blank date greys out Next and Save Changes.
Payment amounts must be $0 or at least $1. Anything in between is rejected. To drop a payment, delete the line rather than zeroing it.
Dates after the trip start are allowed. You will see a Date Warning, but you can click OK and continue.
The booking is unaffected. Editing the plan does not change their reservation, their spot, or their package unless you change it deliberately.
Troubleshooting
Problem | Solution |
Edit Order doesn't appear | Hidden for cancelled bookings and travelers who have not made a first payment. Check that you are logged in as the organizer. |
Next or Save Changes is greyed out | A payment line has no date, or has an amount between $0 and $1. Fill in every date and fix the amount. |
"Date Warning" pop-up | A payment date falls after the trip start date. It is a warning only — click OK to keep it, or choose an earlier date. |
Traveler still sees the old schedule | Changes apply immediately; ask them to refresh or log out and back in. |
The amounts don't add up to the balance | Editing amounts by hand does not rebalance the other lines. Re-check the total, or click a Number of payments button to re-split it evenly. |
Frequently asked questions
Q: Will the traveler be notified when I edit their plan?
A: No. SquadTrip does not send an email or text when you change a traveler's payment plan. The new schedule appears in their dashboard, but they will not know it changed unless you tell them — so message them directly if the change affects what they owe or when. They will still get the standard reminder email 5 days before each payment.
Q: Can I edit a payment that has already been processed?
A: No — only upcoming payments. A processed payment has to be refunded separately.
Q: Can I switch a traveler from installments to pay-in-full?
A: Yes. Set Number of payments to 1 and the whole remaining balance becomes a single payment. Set the date to when you want it charged.
Q: What happens to payments already made if I change the trip total?
A: They are credited toward the new total. If someone paid $500 on a $1,200 trip and you raise it to $1,500, their remaining balance becomes $1,000, and you distribute that across their upcoming payments.
Q: Can I set up a weekly payment schedule?
A: Not automatically, but you can build one by hand — add a line per week and set the dates. Auto-billing follows whatever dates you set, though reminder emails still go out on the standard cadence.
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If you have more questions, feel free to reach out to us at [email protected]