What needs to be on an invoice to the NDIS? (+ NDIS invoice template)
At IDEAL, we pay invoices within 3 business days. However, prompt payment can depend on whether the correct information is on the invoice.
The NDIS has strict requirements about what needs to be on an invoice in order to claim. As we want to ensure that your invoice is paid quickly and efficiently, we have outlined all the essential components that should be on an NDIS invoice below. If you’d like, you can also download a copy of our NDIS invoice template.
What do you need to include on your NDIS invoice?
- Trading Name and ABN
The first thing on your invoice should be the trading name of the company or if you are a sole trader, your name. Either way, the name should align with the entity name given when creating your ABN. Since July 2021, it has been mandatory for suppliers of plan-managed Participants to include an ABN on their invoices. The only exceptions are occasions where a provider is exempt from quoting an ABN under Australian Taxation Office rules. In these cases, they would need to complete a Statement by a Supplier form.
- Invoice Number and Date
Invoices need to be numbered differently and dated so that we can see that the services provided are distinct. As many support providers can send invoices that don’t differ very much in terms of the service, this is one efficient way to differentiate between otherwise similar invoices.
- Client's Full Name and/or NDIS Number
In order to claim from the correct plan, we need to be able to identify the Participant. NDIS numbers are preferable as they are completely unique but, in most situations, a full name would also be acceptable.
- Service Description and Dates
The service description is how we determine which budget to claim from. Based on your description we determine which budget to claim from as well as the most appropriate line item. The relevant line item is important as the price limits vary.
Many service providers will put the specific line item in the description for added clarity. To look for the line item that best fits with the service provided check out the current NDIS Pricing Arrangements and Price Limits or give us a call.
- Number of Hours and hourly rate
Most price limits are based on a per-hour basis. As such, it will be important that you specify the number of hours that the service was provided as well as the hourly rate.
For example, if you worked 2 hours and charged $100, you should state on the invoice that you worked 2 hours at $50 an hour instead of just putting a flat fee of $100.
- GST/No GST
Many services provided by the NDIS are exempt from the Goods & Services Tax (GST). In cases where GST is required, it should be notified on the invoice.
It is important to remember that GST is still subject to price limits for the support you are providing. This means that the final price of the support including GST must be under the price limit
- Bank Account and Contact Details
In order to pay your suppliers, we need to know their bank details. This is why we request that their invoice (at least initially) contains a copy of their details. We also need their contact details so that we can contact the provider if there are any issues with the invoice.
Completed your NDIS invoice? Now what?
Once you have everything in the NDIS invoice template you just need to send it to us so that we can make a claim on the Participant’s behalf.
Our processing time for invoices is currently 3 business days and you can send all invoices to email@example.com.
If you have any questions about invoicing, give us a call on 1300 800 110 between 8:30 am to 7:00 pm AEST.