Quick Answer: The product receipt comes from the merchant where you bought the item. The Crates charge receipt is under Profile, Membership, Payment history. View receipt opens it when a link exists. Your letter is on Letters and reimbursements. View the original letter opens the file. If your admin needs additional documentation, contact us and we'll help.
What's On Your Receipt
Your account can show three different records:
The product receipt. That comes from the merchant. On Letters and reimbursements, switch to Receipts and reimbursements (on a phone, Receipts) and Add a receipt. Files can be JPEG, PNG, GIF, or PDF, up to 4 MB each.
The Crates charge. Under Profile, Membership, Payment history lists the date and amount. View receipt opens it when a link exists.
The letter. View the original letter opens the file. On that page, a letter can show For and a name, Issued on, and Valid for expenses between the two dates. A condition appears only if that letter recorded one.
If your admin needs additional detail or a specific format, contact us and we'll provide what's needed. The product receipt still comes from the merchant.
Using Your Receipt for Reimbursement
When you submit a reimbursement claim, pair the merchant receipt with your letter:
Proof of purchase (the merchant receipt): what you bought, when, and how much
Proof of medical necessity (the LMN) - Why this purchase is a qualified medical expense
Most admins accept this combination without additional documentation.
A stored receipt is for your records. It is not a claim until you submit a request.
If Your Admin Wants More Detail
Some admins have stricter requirements. If your admin asks for:
An itemized bill from the merchant where you bought the product. Contact us and we'll provide additional documentation
An Explanation of Benefits (EOB). An EOB is typically a document from an insurance company. Crates is not an insurance company, so there is no traditional EOB. We can provide a detailed statement that serves a similar purpose. Your letter is on Letters and reimbursements. View the original letter opens the file.
A receipt in a specific format. Ask the merchant for that copy. View receipt opens the Crates charge when a link exists.
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 — The IRS can audit you up to 10 years after a transaction
Crates can store a receipt with a paid plan, or while an issued letter is still unexpired. Add a receipt on Letters and reimbursements.
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)
Related Articles
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] — we'll help you get what you need.