What information should I include in my invoices or receipts?
A 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