What information should I include in my invoices or receipts?

receipt is necessary when a service or good has been paid for and the parent/guardian would like to be reimbursed. 

An invoice is necessary when a service or good has not been paid for and the parent/guardian would like the service provider to be reimbursed.  

The receipts or invoices that are uploaded in the claim process should contain the following information: 

  • The name of the service provider 
  • The name of the service or good
  • The date the service occurred or will occur
  • The date the good was purchased or invoiced 
  • The date the service was paid for or invoiced
  • The total amount paid or invoiced