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Understanding Your Crates Health Receipt

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Written by Anchor Ebanks
Updated today

Quick Answer: Your Crates receipt includes all the information your HSA/FSA admin needs to process a reimbursement claim β€” product details, eligibility classification, amount paid, and date. If your admin needs additional documentation, contact us and we'll help.


What's On Your Receipt

Your Crates Health receipt is designed to satisfy HSA/FSA admin requirements. It includes:

  • Your name - Matching your HSA/FSA account

  • Date of purchase - When the transaction occurred

  • Product/service description - The specific wellness product or service

  • Amount paid - Total charged

  • Eligibility classification - Confirmation that the item qualifies as a medical expense

If your admin needs additional detail or a specific format, contact us and we'll provide what's needed.

Using Your Receipt for Reimbursement

When you submit a reimbursement claim, pair your Crates receipt with your LMN. Together, they provide:

  1. Proof of purchase (the receipt) - What you bought, when, and how much

  2. Proof of medical necessity (the LMN) - Why this purchase is a qualified medical expense

Most admins accept this combination without additional documentation.

If Your Admin Wants More Detail

Some admins have stricter requirements. If your admin asks for:

  • An itemized bill - Contact us and we'll provide additional documentation

  • An Explanation of Benefits (EOB) - We can provide a detailed statement that serves a similar purpose

  • A receipt in a specific format - Let us know what they need

Tips for Keeping Your Records

  • Save your receipt digitally - Screenshot, download, or forward your email confirmation

  • Don't rely on paper alone - Paper receipts fade; digital copies last

  • Keep receipts indefinitely or at least 10 years β€” The IRS can audit you up to 10 years after a transaction

  • Crates stores your receipts too - Access them anytime from your dashboard

Receipts From Other Retailers

Remember, you're purchasing your wellness products from retailers directly (gym, Amazon, brand website) - not from Crates. You'll need to keep those receipts too:

  • Gym: Monthly statement, membership receipt, or payment confirmation

  • Amazon: Order confirmation email with item details

  • Brand website: Order confirmation or invoice

  • In-store: Cash register receipt (take a photo right away!)

When submitting to your admin, include both: 1. The retailer's receipt (proof you bought the product) 2. Your Crates LMN (proof of medical necessity)


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Still Need Help?

If your admin is requesting documentation you don't have, chat with us using the widget in the bottom-right corner or email us at [email protected] β€” we'll help you get what you need.

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