NDIS Tool

NDIS Invoice Template

A clean invoice template with the fields plan managers ask for.

An NDIS invoice needs a specific set of fields so a plan manager or the agency can match it to a plan and pay it without back and forth. This page sets out those fields and will offer ready-made templates in Word, Excel, and PDF. The downloads are being prepared; the field checklist below lets you build a compliant invoice today.

Why the fields matter

A plan manager pays from a plan, so every invoice has to identify the participant, the provider, the support delivered, and the amount. A missing field is the most common reason an invoice bounces back for a fix.

Support item codes are the part providers most often leave off. The code tells the plan manager exactly which support a line relates to, which is why it belongs on every line alongside a plain description.

Building an invoice from the checklist

The field list below covers what a plan manager looks for. Put each field on your invoice, one line per support delivered, and show the GST treatment clearly on each line.

When the templates are ready they will carry these fields already laid out, with a version for providers who invoice the agency directly and one for those who invoice a plan manager. Until then, the checklist is the same information in list form.

A plain NDIS invoice template with the fields plan managers ask for, in Word, Excel, and PDF.

Interactive version coming soon

The downloadable files are being prepared for release. The required fields are listed below so you can build an invoice now if you need one.

Fields a plan manager looks for on an invoice

  • Provider name, ABN, and contact details
  • Participant name and NDIS number
  • Invoice number and invoice date
  • Service date or date range for each line
  • Support item code and a plain description for each line
  • Quantity, unit price, and line total
  • GST treatment shown clearly for each line
  • Total amount payable and payment or bank details

How it works

  1. Read the field checklist below.
  2. Add each field to your invoice, one line per support delivered.
  3. Include the support item code and GST treatment on every line.
  4. Send it to the plan manager or the agency, whichever pays the plan.

What it cannot tell you

  • Whether a specific invoice gets paid. That is decided by the plan manager or the agency against the plan.
  • The correct support item code for your service. Use the support item search and the price tables.
  • Your GST obligations. Confirm those with the ATO or your accountant.

Official sources

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