![]() ![]() In our template, we’ve included this information directly in the description, but you can also include it in a separate column. Depending on the service provided, the price guide has different item numbers that you want to include together with a description and, most importantly, the date and time in which you provided the services. Support Item Number and/or Description of Support with Service Delivery Dates/Times This is a requirement on any NDIS invoice you issue to the plan managers. ![]() The Participant’s Reference Number (Previously Known As NDIS Number)Īlways ask for the participant’s reference number before you start working with them. The NDIA makes this a requirement, so don’t skip this in case you are billing to a plan manager. You should always include the participant’s information as well. If the participant is self-managed, you will bill the invoice directly to them instead. If you’re billing the invoice to the participant’s plan manager, you should add their contact information first. Just like any other invoice, you should add sequential numbering on a yearly basis to each piece you issue, starting with invoice #0001 for the first invoice sent out. ![]() Date of Invoice (When Issued)Īs soon as you’re done with your own information, you want to add the invoice date the date in which you’re issuing the invoice and saving it for your own records. Therefore, you always have to include your ABN, or Australian Business Number. If you’re registered as an NDIS provider, you’re also registered as a business. Where is your business located? What about the phone number? Do you have a website? All this info goes here. This information is also fairly easy to fill out. You should always add your business name and logo at the top of your invoice, just like any other invoice. One by one, let’s go through all the requirements: 1. How do i create an invoice template in word software#Your invoice can look different depending on the software you use or the page setup you implement, but the most important thing remains the information presented. The numbers shown on the image match each of the requirements that you should pay attention to when invoicing. This is what our NDIS invoice template (Word) looks like. Let’s take a look at an example using our template for a quick overview on the most important fields and requirements mandated by the NDIA: What an NDIS Invoice Looks LikeĪt its core, an NDIS invoice looks just like any other invoice, but with a few exceptions. Template in hand, let’s answer these questions. How do you actually fill out an NDIS invoice? What are the basic requirements and optional fields? How do you send one through? That’s why we created a definitive guide paired with a few NDIS invoice templates that will help you get through the process faster.Īnd it’s all available at the click of a button. ![]() Working directly with many NDIS providers, we get the pain behind invoicing services manually, especially if you’re new to the business. When invoicing, it’s important to follow best practices so that you get paid fast and efficiently. Here Is Your Definitive NDIS Invoice Template (Word)įinding a good NDIS invoice template (Word) for your services can be tough. ![]()
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