Manage & Edit Invoices

After an invoice has been sent you are able to update an invoice status, edit invoice details, and more from the Invoice Management page. Navigate to the Invoice section then click on the invoice you want to update

  1. Re-Send
  2. Record Payment
    • If you have received a payment for an Invoice using a payment method other than credit card or ACH you can record it by clicking this button
      • Payment Date
        • This is the date that you received the payment
      • Payer
        • If this invoice was split between multiple payers you can select the appropriate payer from the dropdown
      • Payment Method
        • Cash
        • Check
        • Other
      • Payment Total
        • The amount paid with this payment method
      • + Add Payment Source
        • Click this if you received partial payments using different payment types
      • Notes
        • This is an internal note about the payment being recorded, payers will not see this note
      • Total Remaining
        • The total balance of the invoice that has not yet been paid
      • Payment Total
        • The amount of the payment being recorded 
  3. Make Recurring

    Note: You can view all Recurring Invoices in the Recurring Invoice section,learn more here


    • Clicking this will allow you to create a new recurring invoice with all of the same data automatically populated
      • Upon clicking the Make Recurring you will be directed to the Make Recurring Invoice Page, with all of the details of the original invoice auto-filled except for Due Date and Billing Period
      • To create a new recurring invoice you will have to enter in the First Due Date and Billing Frequency 
  4. Clone
    • Clicking this will allow you to create a new invoice with all of the same data automatically populated
      • Upon clicking the Clone button you will be directed to a new Invoice Create page with all of the details of the original invoice auto-filled except for Due Date and Billing Period
      • All fields on this page can be edited
  5. Print
    • Click this to print the invoice
  6. Cancel
    • Click this to mark this Invoice as Canceled
    • This indicates you are not expecting a payment for this invoice
  7. Delete
    • Click this to delete this invoice, indicating that you do not wish payers to see this invoice anymore
    • This action cannot be undone

Edit Invoices

You can edit some fields of an Invoice after it has been sent 

Note: You are not able to edit fields that would impact invoice due date or amount expected. If uneditable fields are incorrect cancel or delete the invoice before a payment is recorded


  1. Billing Period
  2. Child Name
  3. Item Description
  4. Notes

Issue Refund

After an Invoice has been marked Paid, either by manually recording a payment or automatically when a Payer pays with credit card or ACH, then you will see the option to Issue a Refund added to the options at the top of the screen. Click this to issue a refund

Note: Before Issuing a refund to a Payer's original payment method make sure to confirm that the credit card or bank account associated with the payment is still active. If it is, not the Payer may not properly receive the funds for the refund and you will need to issue the refund using different payment method


  1. Payer
    • If multiple payers have paid their portion of the invoice you can select the appropriate payer from the dropdown
  2. Refund Type
    • This indicates what payment method was used to refund the Payer
      • Cash
      • Check
      • Other
      • Account Credit
        • This will issue credit to the Payer's Parachute Account, which they can use to pay other invoices
      • Original Payment Method
        • This option is only available if the payment meets the following criteria:
          • Originally paid with either a credit card or ACH
          • If the original payment was made with a credit or debit card less than 12 months ago
          • If the original payment was made with ACH less than 180 days ago
        • If this option is selected the refund will go directly to financial account associated with the Payers credit/debit card, or ACH account
  3. Amount
    • Amount that should be refunded
  4. Refund Date
    • The date the refund was issued 
    • If the refund is made to either credit card or ACH this will be auto-filled with today's date
  5. Notes
    • This will be an Internal note related to the refund 

Edit Manual Payments and Refunds

Manually recorded payments and refunds can be updated by clicking the Edit button next to the associated Payer's name

  1. Update the appropriate fields
  2. Hit Save






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