How to invoice
In order for the NDIS and Plan hero to process your invoices promptly, the following essential criteria must be included in your invoice:
- Your business name, ABN and bank details
- Your customer’s full name and NDIS number (if known)
- A valid invoice number
- The service provided, including the NDIS line item number (if known)
- The date the invoice was issued AND the date the service was delivered
- The number of hours and hourly rate for the support provided
If applicable, the invoice total should include GST.
Download our FREE invoice template here
How do you submit an invoice?
Invoices can be submitted directly via our payment portal, or via email firstname.lastname@example.org Please ensure all necessary information is included in your invoice, and it submitted in PDF, Word or Excel format in order to be paid promptly.
Do you need to be NDIS registered?
If your customer is using Plan Hero, then you do not need to be NDIS registered in order to get paid. See the requirements set out by the NDIS' Quality and Safeguard Commission's regarding the standards you need to meet if unregistered. Further information for providers can be found here
How much can you charge for your services?
The NDIS Price Guide outlines the maximum prices they have set for the majority of services and products. To ensure you are paid in full from Plan Hero, you will need to ensure your rate does not exceed this NDIS price limit. Our partners, My Care Space, make it easy for you to navigate the price guide and see how much you can charge for your services, click here for more info
When can you expect payment?
Invoices that are submitted via our portal can expect to be paid within 4 business days, whilst invoices sent via email can take up to 7 business days.
How are invoices approved with Plan Hero?
Once an invoice has been submitted via email or the portal, the participant is required to provide approval for payment. It is our job as plan managers to ensure your invoice and services are compliant as outlined in our original Service Agreement, and according to the participants’ NDIS funding.