What information should be in my receipt or invoice?

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: 

Receipts to be reimbursed to the parent/guardian:

• The name and address of the service provider 
• Name and address of parent/guardian that purchased the service or good
• Where possible, the name of the child should always be included
• Description of allowable service (e.g., tutoring, music lessons, afterschool program)
• The date the service(s) occurred or will occur (Not more than 30 days in advance unless it is for a camp or curriculum (homeschool only))
  • Example: Dates of service may be included by listing specific dates (9/4, 9/11, 9/18, 9/25) or by listing the month, day, and time the service takes place (September, Wednesdays 5pm)
• The date the service was paid for
• The total amount paid
• Unit cost/cost per session for services and the total number of units (for example, 3 hours of tutoring at $20 per hour, total $60)

Invoices to be reimbursed to the service provider:

• The name and address of the provider
• Name and address of parent/guardian that purchased the service or good
• Where possible, the name of the child should always be included
• Description of allowable service (e.g., tutoring, music lessons, afterschool program)
• The date the service(s) occurred or will occur (Not more than 30 days in advance)
  • Example: Dates of service may be included by listing specific dates (9/4, 9/11, 9/18, 9/25) or by listing the month, day, and time the service takes place (September, Wednesdays 5pm)

• The date the service was paid for or invoiced
•  The total amount paid or invoiced
• An indication that the invoice has been reviewed and approved by the parent/guardian
• Unit cost/cost per session for services (for example, tutoring $20 per hour, $100 per week, etc.) and total number of units (for example, 3 hours at $20 per hour, total $60)  

Receipts/Invoices for Curriculum and/or Materials for homeschool only:

• The name and address of the provider
• Name and address of parent/guardian who purchased the curriculum and/or material
• Where possible, the name of the child should always be included
• Description of allowable curriculum and/or materials
• The name of the curriculum and/or materials (homeschool only)
• The date the curriculum and/or materials were purchased or invoiced (homeschool only)
• The date the service was paid for or invoiced
• The total amount paid or invoiced
• An indication that the invoice has been reviewed and approved by the parent/guardian (for pay-to-provider claims only)