- Invoice Details For Faster Payments.
One of the easiest ways for both experienced and new NDIS providers to create a smooth payment process is to invoice correctly.
Whether sending an invoice to a plan manager or an NDIS participant, getting paid for your services requires a claim process and strict criteria on what needs to be included for a claim to be successful.
- Make sure your invoice template includes ALL of the necessary information.
Here is a checklist of everything that should be on each invoice:
– Separate invoices for each participant (1 participant per invoice)
– Never include multiple invoices on 1 PDF
– Participants NDIS number
– Participants contact details (not the plan managers)
– Your business name
– Your ABN
– Your contact information
– A unique invoice number
– Invoice date
– Total invoice amount
– Dates of service delivery (support start and end dates)
– 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 – eg: 01_011_0107_1_1
– Sequential numbering of invoices issued
– GST component if applicable (most services are GST free)
– Bank details for payment
- Understand The Price Guide
The price guide outlines the maximum rates a plan manager can pay. It’s useful to understand how the pricing works and the support lines relevant to your business. Plan Managers need to have this information to quickly and accurately make a claim.
- Include Important Information In Your Subject Line
Including a clear subject line is always a big help at our end and helps speed along the process.
An ideal format is:
First name, last name, Invoice number
- Please 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.
Ensure your invoice is clear and easy to read.
- 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 your compliant with NDIS standards.
- RelaxPlan Plan Managers will always work alongside providers to help you throughout the NDIS invoices and claims process.