Invoice Requirements
Tips on how to invoice correctly under the NDIS
Make sure your invoice template includes all of the necessary information:
- Participants NDIS number
- Participant’s contact details [not the plan manager’s]
- Your business name and ABN
- Your contact information
- Invoice number and invoice date
- Total invoice amount
- Dates of service delivery
- Quantity of service/s provided [such as the number of hours]
- Unit price of service/s provided [your agreed hourly rate]
- Description of support and / or support item number [for example 01_033_0106_1_1]
- Sequential numbering of invoices issued
- GST components if applicable [m0st services are GST free]
Understand the NDIS price guide:
- The NDIS website includes a price guise which outlines the maximum rates a plan manager can pay. It’s useful to understand how the pricing works and the support line items relevant to your business.
- The price guide includes additional useful information such as maximum rate increases for suppliers, and travel rates for providers and therapists.
- The price guide is updated periodically so it is worth checking in on often. Click on the link below to view the latest NDIS price guide https://www.ndis.gov.au/providers/pricing-arrangements.
Include important information in your subject line:
Now that your invoice is ready to go, the quickest way to get it processed and paid is to send it by email to invoices@optimumpm.com.au including a clear subject is always a big help at our end and help speed up the process.
An ideal format is:
Fist Name, Last Name, Invoice number [ E.G. Michael Wood, Invoice No. 10004]
Send your invoice as a PDF, WORD or EXCEL FILE:
- Emailing your invoice as an attachment rather than a link to your invoice can also help speed up the payment process. As an added tip, it’s important to check your invoice is clear and easy to read – blurry, low resolution files or photographs can slow the claims process.
Keep good records:
- Keeping accurate and organised invoice records is always a good idea, especially when you are issuing invoices to multiple NDIS participants.
- If you are a registered provider this is particularly important and essential to ensuring you’re complaint with NDIS standards.
- Having a good systems of recording invoices will make your job much easier come any auditing requests or if you are required to provide a statement of Outcomes for the participant’s plan review.
