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 and address of the service provider
- Name of person 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 name of the good (homeschool only)
- The date the service(s) occurred or will occur
- The date the good was 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)
- 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 dollars)
Fees included on invoices must align with fee schedules found online or on file with Merit.