How to create an invoice

How to create an invoice

In order for the NDIS and Plan hero to process your providers invoices promptly, the following essential criteria must be included in your providers invoice:
  • Their business name, ABN and bank details
  • Your 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. 




Does my provider need to be NDIA registered?

If your funding is plan-managed than your provider does NOT need to be NDIS registered in order to get paid. It is recommended that your providers meet the standard requirements set out by the NDIS' Quality and Safeguard Commission's if unregistered. Further information for providers can be found here


How much can my providers charge?

The NDIS have set the MAXIMUM amount that providers can charge, which is based on the type of support they provide, your location, and the level of support provided. This is shown in the NDIS Price Guide. As plan managers we can only pay UP to the maximum rate, and anything charged above this rate will need to be paid out of pocket, so it's best to ensure your providers are not charging above the NDIS rate. We make it easy for you to navigate the price guide and see how much your providers can charge for their services, CLICK HERE for our price list search (this can be accessed via our webstie whenever you need).


Where must invoices be sent?

Claims/Invoices to be paid to a provider can either be uploaded online (click here) or sent via email to invoices@planhero.com.au

      • Related Articles

      • How to upload a claim/invoice?

        Invoices can be sent to us by YOU or YOUR PROVIDERS. Invoices can be uploaded online via the Plan Hero Portal or sent via email (to invoices@planhero.com.au) Simply click the button below, and ensure you have a valid claim to upload for payment to ...

      • How to upload a reimbursement?

        Reimbursement can be uploaded online via our Plan Hero portal or send via email (to payme@planhero.com.au) Simply click the button below, and ensure you have a valid claim to upload for payment to your providers. Upload Online Send Email What do you ...