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How to Generate a Policy Receipt
How to Generate a Policy Receipt
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

Orders that are covered by an insurance policy such as Veterans Affairs Canada are co-billed. This means the patient will only pay the out-of-pocket amount–which may be zero–and the licence holder will be reimbursed by the insurance company. When an order covered by a policy has shipped, a Customer Service Representative–or CSR–must generate a Policy Receipt. The Policy Receipt includes information tailored to the insurance company and will omit any product specific information.

Required permission(s): order_read, order_update

  1. In the Orders module, select an order that has been covered by a policy.

    • Note: The order must be Placed, Shipped, or Delivered.

  2. Scroll down to the Documents section, and click Generate to open a menu of options.


  3. Select Policy Receipt to generate a new Policy Receipt. The new receipt will appear in the list in the Documents section.

  4. Click Download to download the receipt.

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