Let’sSoar
GlidethroughParachute
Welcomeaboard,fellowParachuter!
Whetheryou'renewtotheworldof Parachuteorlookingtodivedeeperinto itsfeatures,thiscomprehensiveguideis yourroadmaptosmoothsailingtowards financialwellbeing.We'llwalkyou througheveryaspectofParachute,from settingupyouraccounttomasteringits powerfultools.Getreadytoembarkona journeyoffinancialefficiencyand childcarebusinesssuccess.
Let'sjumprightin!
g HomeScreen Income Expenses Time/Space
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o,
TextMessages
communicationpreferences.Selectwhich
Ifyouwanttosendtext messagenotificationsto parents,checkthecheckbox. 4
ViewandModifyYourNotificationSettings
UserSettingsandNotifications 1 Modifyandsetyournotificationand
notificationsyouwouldliketoreceive.
P Y n V S FoodProgram If Optional:IfyouarepartoftheFoodProgramandwant automatedlineitemsaddedtotheOtherIncomeSectionso thatCACFPclaimsfundsareautomaticallyadded,toggleYes 2 SiteManagement 3 5
Templates 4
ViewandmodifyyourInvoiceSettings,Communication Templates,andaddaLogo
AddYourLogo
Uploadyourlogoheretoviewitonaninvoiceand emailnotificationstoyourpayer ClickSave.
InvoiceSettings
HereyouhavetheoptiontosendaPDFoftheinvoiceinthe notificationtothepayeraswellasaddTaxIDtotheinvoicefor thepayer'srecords
EmailTemplates
Clickheretoviewdifferentemailtemplates.
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Youcanviewyoursubscriptiondetails,enrollandmanageParaPay settings. SubscriptionManagement 5 7
araPay
aPayallowspayerstopaytheirinvoiceselectronicallywithacreditcard, ithACH.OnceParaPayissetup,payerscanalsosetupauto-payso icesarepaidautomatically.Moneyisdepositeddirectlyintoyour ount,soyoudonothavetoworryaboutdepositingchecksorcash Since erscanseetheirinvoicesonline,youalsonolongerneedtoprintinvoices.
GotoYourSettings
SelecttheSubscription&ParaPaysection
BeginOnboarding 2
ClicktheBeginOnboardingVerificationbutton.
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Note:YourveryfirstpayoutforcreditcardandACHpaymentsmay takeupto10businessdaystoreceiveasourProcessingPartn mustexecutetheirinternalverificationprocess.Youshoulde fundswithin2-5businessdaysforallfuturepayoutsaftertha
Howit Works
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Youemailinvoicestothepayers
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2 Paymentsaredepositeddirectlyintoyourbank account.
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PayerslogintoParachuteParentPorta invoiceswithacreditcard,debitcard,ortheirbank account.Theycanalsosetupautomaticpayments.
Paymentsareautomaticallyrecordedandthe correspondinginvoicesaremarkedpaid
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hute.
sName 'sFirstandLastname.
View.
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ViewYourChild’sProfile
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Hereyoucanaddormodify achild'sprofileinformation byclickingonthedifferent tabsandselectingEdit 10
Uploadapictureofyour participanthere.
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Status
Selecttheenrollmentstatusofthe childinyourprogram.Youcanmark themasinactivetohidethemfrom theMyChildrenlist
School&CACFP
AddGuardian
Click+toaddanewor existingguardian/parent.
ToaddParachutedatatoFoodProgram,changethetoggleto"Yes" andaddalltherequiredfields
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AddPhoto
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ClickSave.
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enciesinthe ectthemto u. Click+Add Guardian
Filloutpayer's information:Firstand Lastname,emailor phonenumber 2 12
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Email/TextNotifications
Toenableemailandtextnotificationsfor guardians/parents,providetheiremailaddressanda phonenumberhere.
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AddAssociatedChildren
Selectaparticipantfromthedrop downthatisrelatedtothispayer.
Click+AddAssociatedChildren
Iftherearemultipleparticipants
ClickSave.
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Columns
r.
ttypingany
Youcanmake customizedviewofyour invoiceslistby removingoraddingthe columns Filters Viewfilter optionshere
Download Results
yoursearchand filtereddata.
Re-Send Print Youcan Re-Send yourdata Youcan Printyour data 5 6 14
3 Click+ CreateInvoice Let'swalkyou throughhowto createanew invoice! 7
Youcanexport
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NewInvoiceSection
1SelectaDueDate
Ifnotselected,itwillbe auto-populatedtothe currentdate
2SelectaPayer
Ifnotselected,itwillbe auto-populatedtothe currentdate
YoucanalsoAdd additionalPayers.
3SelectaParticipant
Ifthereisachildassociatedto thepayer,selectthemfromthe dropdownbelow
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4EntertheAmount
Typeintheamountin thefieldorusetheFee Calculator.
5AddMoreLineItems
Addadditionalfeesfor thingslikefieldtrips
6ClicktheFeeCalculator
Enterinyourratetype,amount, quantity,discountsfees,and subsidiestocalculatetherate
7ScheduleorSendInvoice
Youhavetheoptionto scheduleinvoicestobesent inthefuturebyclickingon thearrow,SendNow,or Save.
That’sit!Youdidit!
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Manageyourinvoices,record
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UnsentInvoices
Thisiswhereyouwill seeallyourunsent, drafted,and scheduledinvoices.
ResendInvoice
Clickheretore-sendthe invoicetothepayer(s).
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RecordPayment
Clickheretomanually markaninvoiceaspaid.
apaymentorissuearefund.
ClickonanInvoice
MarkRefunded
Afteryourecordapaymentyouwillseethe optiontomarktheinvoicerefunded.
MakeRecurring
Youcanmakeanyinvoicearecurring invoice Justclickhere!
EditFields
Youcaneditthesefields evenaftertheinvoice hasbeensent.
Createanewinvoice usingthedataonthis invoice.
CreateaRecurringInvoice
Toviewthescreenforrecurring invoices,clickhere.
Clickheretoprintyour invoice
CloneInvoice PrintInvoice
Createanewrecurringinvoice Let'swalkyouthroughhowtocreate anewrecurringinvoice!
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1Addrequiredfields
Entertheinvoicedetailsintothe invoice Ensureallrequiredfields markedwithan * arefilledout.
2 BillingFrequency HowoftentheInvoice shouldbesent.
3EnterDueDate
OncetheLastDueDate passes,theRecurringInvoice willbepausedandnofuture invoiceswillbescheduled
Note: Once the recurring invoice is filled out completely, you can select “Yes, Send Now”
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1
IncomePage
Viewpaidinvoicesandotherincomethatyourecorded manually.
DownloadResults
Youcanexportyour searchandfiltereddata.
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Click+AddIncometomanuallyrecordincomethatisnot collectedthroughinvoices
AddIncome AddNewIncome
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SelectDate
Selectwhenyou receivedtheincome.
EnterAmount
Typeintheamountthat wasreceived.
MarkRecurring
Iftheincomeisrecurring, simplyturnitonand selectthefrequency.
SelectStatus
Choosethestatusof theincome(ex.paid, pending,refunded, etc.).
ClickSave.
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Clickon+AddExpense BusinessExpenses 1 Let'swalkyouthroughhow toaddexpenses. AddNewExpenses 22
SelectCategory
Selecttheappropriatecategory(ex.toys,computer,supplies,etc.)
Tip:Scrolldowntocreateacustomfieldtoaddyourownexpense.
Selectif Recurring Notes
Beabletoadd expensesnotes
Select Date
Selectthedate whentheexpense wasmade.
EnterAmount
Typeinhowmuch youspent. Iftheexpenseis recurring,toggle onandselect howoftenit occurs.
Save&Add Mileage
AddMileage associatedwith theExpense.
Save&Add NextExpense
Addmultiple Expensesatonce.
ClickSave.
OrSave&Add
Mileage
orSave&AddNext Expense
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Time/Space
YourTime/Spacepercentagerepresentstheproportionofyourhome thatyouuseforbusinesspurposes.Youusethisfiguretodeterminehow muchofyoursharedbusinessandpersonalexpensescanbededucted asabusinessexpense.
Thiscalculationismadeupof3differentinputs:
1Thespaceyourunyourbusinessin. .
2Thehourschildrenarepresentinyourhome
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Thehourschildrenarenotpresentwhenyouarestillworking (i.e.cleaning,doinglaundry,loggingintoParachute!).
EnterSpace
1.Totalsq.ft.inyourhome
Howlargeisyourhomeintotal
2.Sq.ft.ofroomsusedexclusivelyforbusiness
Thisspaceisonlyusedforbusiness
3.Sq.ft.ofroomsusedregularlyforbusiness:
Thisspaceisforbothbusinessandpersonaluse
4.BusinessStartUse
Whendidyoustartusing thisspaceforbusiness
6.AddNewSpace
5.BusinessEndUse
Ifyounolongerusethisspace, whendidyoumove?
Ifyouhavemoved,addedanadditionto yourhome,orchangedwhichroomsare businessuseyoucanaddanewspaceby clickinghere.
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ClickNext.
SelectChildPresentHours
Manually
Ifyouknowhowmanyhours/minutesyouhadchildren presentduringamonth,clickthepenciltotypeinthenumber
UseHoursofOperation
Clickingherewillautomaticallypullinthehours/minutes calculatedbasedoffofyoursavedHoursofOperation setting YoucanupdatethesetimesinyourSettings
UseAttendanceRecord
Clickingherewillautomaticallypullinthe hours/minutesrecordedforthemonthselectedfrom childinandouttimesinParachute.
ClickCalculate
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NextUp:OtherHours
CalculateScreen
ViewyouroverallTime/Spacecalculationduringaperiodof timebyusingtheDateRangedropdown.
Viewmoredetailsonhowthispercentagewas calculatedclicktheViewCalculationDetails
ClickRe-Calculateaftermakinganychangesoradditionsto recalculatetheTime/SpacePercentage.
NoteforOtherHours:
Themoredatayouenterherethemoremoneyyoumay saveonyourtaxes.Werecommendaddingthisdatain regularly.Thisistimespentdoingworkrelatedtoyour businesswhenchildrenarenotpresent Thiscaninclude groceryshopping,cleaning,answeringemails,andeven thetimeyoutaketoenteryourdataintoParachute Searchforhoursenteredinthepastusingthedaterange onthetop.
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HomeScreen WelcometoYourHomeScreen! Viewrealtimeinsightsonthefinancialhealthofyourbusiness 28
InvoiceStatusBar 1
YourProfitChart 2
Thischartwillshowyouyourprofitbyautomaticallysubtractingyour expensesfromyourincome
Itwillshowyouthebalanceofinvoicesthatareunpaid,paidor pendingpayments. Tip:YoucandownloadanyofyourdataasCSVfilesbyclickingthis.
29 ChangeDate
Clickheretochangethedate
YourIncomevs.Expense 3
Thischartwillshowyouyourincomeandexpensescomparison
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YourTopExpenses
Thischartwillshowyouthebreakdownofyourtopbusinessexpense categoriessoyoucanseewhatyouspendthemoston
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TotalEarnings
Thisgraphwillshowyouallofyourearningsfromcreditcardand ACHpayouts
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TrackyourInvoices
Yourinvoicesarenowatyourfingertips:usetheInvoiceCalendarto keeptrackofanypastandscheduledinvoicesandtheirstatuses.
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CustomizeyourHomeScreen 7 Ifyou'dliketohideanyofthecharts,simplyclickonEdittomodify yourscreen. 32
YoucanhidethechartbyclickingX
YourHiddenChartswillbeHere
Youcanunhidethechartbyclicking+onthetop-rightcorner.
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9 Welcome,CarolPark!
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AsyouexplorethevastskiesofParachute's capabilities,rememberthatourdedicated supportteamisheretoassistyouonyour journey.Ifyoueverhavequestions,feedback, orneedassistancewithanyaspectof Parachute,don'thesitatetoreachout.Your successisourtoppriority,andwe'rethrilled tobepartofyourchildcarebusiness's financialwellbeingjourney.Happysoaring withParachute! www.help.kidkare.co m/help/parachute support@kidkare.com In-App FeedbackButton Support KnowledgeBase 35
