A missing detail on an invoice can slow everything down. That is why clear invoicing matters so much, especially when a provider is sending paperwork to a Plan Management team.
The NDIS says invoices should be complete, truthful and accurate. Good invoices help avoid delays, reduce back-and-forth and make it easier to process payments quickly.
NDIS invoice checklist
According to the NDIS, an invoice should include:
- the provider’s business name
- the provider’s ABN
- the participant’s name and NDIS number
- the support item number
- the amount and quantity for each unit of support
- the claim type where relevant
- the date or dates the support was delivered
- the total invoice amount
- the GST component if applicable.
If the invoice relates to specialist disability accommodation, the participant’s address should also be included. The NDIS also notes that one invoice can only be for one participant, even if it includes multiple supports. For plan managers, the ABN of the third-party provider must also be included.
Common mistakes that delay payment
Common issues include missing support item numbers, missing dates, incorrect participant details and invoices that do not clearly match the service provided.
It also helps if the invoice lines up with the service agreement and the support delivered. Where several services are involved, Support Coordination can also help keep documents and provider arrangements clear.
How Plan Management can help
Plan Management can make this process easier by checking invoice details, following up where needed and helping participants keep track of claims and spending.
For providers and participants who want a smoother payment process, contact Taylor Made Outcomes.
Official NDIS source: Invoicing and record keeping
