Add a receipt

If Level needs an itemized receipt to verify that your transaction is covered under your plan, you’ll get a notification. Over the next 30 days, you’ll receive reminder emails and notifications until you add a receipt. If you haven’t provided a receipt or more details about your purchase after 30 days, you’ll be asked to pay out of pocket for the transaction. 

If your transaction requires a receipt, follow these steps:

  1. Log in to your Level account.
  2. In the Activity section, select the transaction. 
  3. In the Receipts section, select Add.
  4. Select Upload to add or take a picture of your receipt. 

You can use a receipt, invoice, or statement of services, as long as your document includes the following information:

  • Date of purchase
  • Your name
  • Name of the merchant
  • A short description of the item or service
  • How much you paid

If you need to add an additional receipt, select the transaction in the Activity section. In the Receipts section, select Add

Level doesn’t accept handwritten receipts for cash payments. We do accept proof of digital payment through services like Venmo and Zelle. If you make an eligible purchase through a money transfer app, be sure to enter an explanation of what you paid for, and save a screenshot of your payment. 

If your receipt shows that you made an ineligible purchase, you’ll be prompted to pay for that expense in the app. If you haven’t made your payment after 15 days, the ineligible expense will be reported to your employer. Your employer may choose to lock your Level Card, or deduct the expense from your payroll.