Free provider tool
NDIS Invoice Template for Plan-Managed Participants
Generate a professional tax invoice addressed to a participant's plan manager. Includes the participant's NDIS number, support item codes, service dates, ABN, and bank details. Everything a plan manager needs to process the claim is included automatically. Download as a PDF instantly — no account required.
What a plan-managed NDIS invoice must include
Plan managers have stricter requirements than self-managed participants because they must enter support item codes directly into the NDIS portal to claim on the participant's behalf. Missing any of the following fields will result in the invoice being returned.
| Field | Required | Notes |
|---|---|---|
| Addressed to plan manager | Yes | Not the participant — the plan manager pays you directly |
| Participant NDIS number | Yes | Plan manager needs this to process the claim in their system |
| Support item code | Yes | Plan managers require the NDIS support item code to enter the claim in the NDIS portal |
| Service date(s) | Yes | Date supports were delivered — must fall within the participant's current plan period |
| Provider ABN | Yes | Mandatory on all Australian tax invoices |
| Purchase order / reference | Recommended | Plan managers often issue a PO number for each service agreement — include it to speed up payment |
Your provider details
Saved automatically for future invoices.
11-digit Australian Business Number
Bank details
Plan manager
The plan manager who holds the participant's NDIS funds. Your invoice is addressed to them.
Participant
The NDIS participant you delivered supports to.
9-digit NDIS participant number
Invoice details
Defaults to 14 days from invoice date
Services delivered
All data stays in your browser. Nothing is sent to any server.
NDIS plan-managed invoicing: what providers need to know
What is a plan-managed NDIS participant?
A plan-managed participant has chosen a registered NDIS plan manager to administer their NDIS funds. The plan manager holds the budget, pays providers on the participant's behalf, and claims reimbursement from the NDIS. For providers, this means you invoice the plan manager rather than the participant directly. You still deliver supports to the participant, but your payment comes from the plan manager. Plan management tends to result in faster payment than self-management because the plan manager handles the NDIS portal claim on your behalf.
Because plan managers are registered entities who must comply with NDIS rules, price limits apply to plan-managed participants in the same way they apply to agency-managed participants. You cannot charge above the NDIS Pricing Arrangements and Price Limits 2025-26 for plan-managed participants.
What must appear on an NDIS invoice for plan-managed participants?
Plan-managed invoices have more strict requirements than self-managed invoices because the plan manager must enter the details directly into their NDIS portal software. At minimum, your invoice must show: the plan manager's name and contact details in the "Bill to" block, the participant's full name and NDIS number, the NDIS support item code for each service delivered, the date each support was provided, your ABN, and your bank details for payment. If the plan manager has issued a purchase order or reference number, include it prominently. Omitting any of these fields commonly results in the invoice being returned for correction.
Support item codes and why they matter for plan managers
Every NDIS support has a unique item code in the NDIS support catalogue. For plan-managed claims, the plan manager must enter this code when processing your invoice in their system. The code identifies the support category, the specific support type, and determines whether the price is within the NDIS price limit. If you use the wrong code, the plan manager will either return the invoice or the claim will be rejected by the NDIS portal. Common mistakes include using a weekday code for a Saturday service, or using a general assistance code for a specialised support that has its own line item. Use this tool's support item code lookup to find the correct code for each service line.
Getting paid faster with plan managers
Plan managers typically pay within 5 to 14 business days from receipt of a compliant invoice. To get paid at the faster end of that range: include the purchase order number if the plan manager has issued one, use the correct support item codes, ensure the service dates fall within the participant's current NDIS plan period, and send your invoice to the correct email address (many plan managers have a dedicated invoices inbox). Some plan managers have their own invoice portal. If your plan manager accepts PDF invoices by email, this tool generates a ready-to-send PDF in the correct format.
Common questions
Do I invoice the participant or the plan manager?
You invoice the plan manager. The participant does not pay you directly. The plan manager holds the participant's NDIS funds and pays providers on their behalf. Your invoice must be addressed to the plan manager company, with the participant's name and NDIS number included in a reference block.
Do I need to include support item codes on a plan-managed invoice?
Yes. Unlike self-managed participants who process their own NDIS portal claims, plan managers enter support item codes directly into their system to claim reimbursement from the NDIS. If you omit the support item code, the plan manager cannot process your invoice without contacting you for the information.
What is a purchase order number?
Many plan managers issue a purchase order (PO) or reference number for each service agreement or budget period. It acts as an authorisation code linking your invoice to a pre-approved service. If your plan manager has issued a PO number, always include it on your invoice. It speeds up payment significantly because the plan manager's accounts team can match the invoice to the PO without manual review.
What are the NDIS price limits for plan-managed participants?
The same price limits that apply to registered providers apply to plan-managed participants. You cannot charge more than the NDIS Pricing Arrangements and Price Limits 2025-26 for any support item. Price limits are published by the NDIS and updated annually (and sometimes mid-year). This tool does not validate your prices against the limits, so always check the current price guide before invoicing.
How quickly do plan managers pay?
Typically 5 to 14 business days from receipt of a compliant invoice. Plan managers can be faster than self-managed participants because the plan manager handles the NDIS portal claim themselves rather than relying on the participant to do it. Including the correct support item code, the participant's NDIS number, and any purchase order reference reduces processing delays.
What if the plan manager rejects my invoice?
Common rejection reasons include: missing or incorrect support item code, price above the NDIS price limit for that item, service date outside the participant's current plan period, wrong participant NDIS number, or missing ABN. Correct the issue and resubmit the invoice with the same invoice number and a note explaining the correction.
Teiro generates NDIS invoices automatically
When you complete a shift in Teiro, the invoice is built with the correct support item codes, participant NDIS number, and plan manager details pre-filled. No manual invoice creation.
No lock-in. No setup fee.
Support item codes sourced from the NDIS Support Catalogue 2025-26, published by the National Disability Insurance Agency. Licensed under CC BY 4.0. Always verify support item codes and price limits against the current NDIS Pricing Arrangements before invoicing. Teiro does not guarantee the accuracy of this data.