NDIS invoice checker: check an invoice before you send it
A free item-by-item check for providers, support coordinators, participants and nominees. Work through the list and you get a clear result — everything present, needs review, or information missing. No score, no sign-up, and nothing you enter leaves your browser.
Rules last reviewed against primary sources on .
Invoice checker tool
Check an invoice
Work through each item and mark whether it appears on the invoice. Nothing you enter leaves your device — the checker does not collect invoice details or personal information.
0 of 13 items answered.
This checker is general information about invoice detail, not legal, accounting or tax advice, and it is not an NDIA tool. It does not confirm pricing, plan funding or budget availability, and passing it does not mean an invoice will be paid. Check the current NDIA guidance for support items and price limits.
Copy the invoice requirements reference
A plain-text version of this checklist you can paste into your own systems — kept separate from the interactive checker above.
NDIS Invoice Requirements Checklist
Forward Planning Plus — general information, not legal, accounting or tax advice, and not an NDIA tool. Last reviewed against primary sources: 2026-08-09.
Mandatory NDIA / tax invoice requirements
- Provider name and ABN: The provider's business name and ABN appear on the invoice, exactly as registered.
- Invoice number and issue date: The invoice has a unique invoice number and the date it was issued.
- Participant name and NDIS number: The participant's full name and NDIS number are shown and match plan records.
- Service delivery dates: The date, or date range, the support was actually delivered is stated (not just the invoice date).
- Description of the support delivered: Each line item describes, in plain language, the support that was delivered.
- Support item number, where applicable: The relevant support item number from the current NDIS Support Catalogue is included where the support has one.
- Quantity and unit price: Each line shows the quantity (for example hours or units) and the rate charged per unit.
- GST treatment: GST is shown correctly for each line — including showing no GST where the support is GST-free.
- Total amount claimed: The invoice total is stated and equals the sum of the line items.
- Travel, cancellations and other charges itemised: Any travel, non-face-to-face, short-notice cancellation or similar charges are shown as separate, clearly labelled lines.
Forward Planning Plus processing preferences
- Provider contact details: A phone number or email address for the provider is included.
- Payment details: Bank or payment details for the provider are complete and current.
- Support is covered by an agreement or booking: The support invoiced is one the participant agreed to, and the provider has confirmed the funding arrangement.
This checker is general information about invoice detail, not legal, accounting or tax advice, and it is not an NDIA tool. It does not confirm pricing, plan funding or budget availability, and passing it does not mean an invoice will be paid. Check the current NDIA guidance for support items and price limits.
Sources
- NDIS Pricing Arrangements and Price Limits — National Disability Insurance Agency
- Providers — getting paid (claiming and invoicing) — National Disability Insurance Agency
- Plan management — managing your NDIS plan — National Disability Insurance Agency
- Registered NDIS providers — NDIS Quality and Safeguards Commission
- Tax invoices — GST — Australian Taxation Office
Forward Planning Plus — 0405 589 006 — admin@forwardplanningplus.com.au
What the checker looks at, and where each rule comes from
Requirements and preferences are kept separate on purpose. The first list is detail expected under NDIA claiming guidance, the NDIS Pricing Arrangements and Price Limits, or Australian tax invoice rules. The second list is what Forward Planning Plus asks for so an invoice can be processed without us coming back to you — useful, but not an NDIA rule.
Requirements under NDIA and tax invoice guidance
Provider name and ABN
The provider's business name and ABN appear on the invoice, exactly as registered.
Why it matters: Identifies who is claiming payment and is part of the standard tax-invoice detail.
Based on: ATO tax invoice requirements; NDIA provider invoicing guidance
Invoice number and issue date
The invoice has a unique invoice number and the date it was issued.
Why it matters: Prevents duplicate claims and establishes when the invoice was raised.
Based on: ATO tax invoice requirements
Participant name and NDIS number
The participant's full name and NDIS number are shown and match plan records.
Why it matters: Matches the claim to the correct plan and support budget.
Based on: NDIA claiming and getting paid guidance
Service delivery dates
The date, or date range, the support was actually delivered is stated (not just the invoice date).
Why it matters: Claims must relate to supports delivered within the plan period they are claimed against.
Based on: NDIA claiming and getting paid guidance
Description of the support delivered
Each line item describes, in plain language, the support that was delivered.
Why it matters: Allows the claim to be checked against the supports funded in the participant's plan.
Based on: ATO tax invoice requirements; NDIA claiming guidance
Support item number, where applicable
The relevant support item number from the current NDIS Support Catalogue is included where the support has one.
Why it matters: Maps the claim to a funded support category so it can be claimed correctly.
Based on: NDIS Pricing Arrangements and Price Limits; NDIS Support Catalogue
Quantity and unit price
Each line shows the quantity (for example hours or units) and the rate charged per unit.
Why it matters: Lets the amount be checked against the current NDIS price limit for that support item.
Based on: NDIS Pricing Arrangements and Price Limits
GST treatment
GST is shown correctly for each line — including showing no GST where the support is GST-free.
Why it matters: Many NDIS supports are GST-free, so incorrect GST is a common reason an invoice needs correcting.
Based on: ATO GST rules for NDIS supports
Total amount claimed
The invoice total is stated and equals the sum of the line items.
Why it matters: A total that does not reconcile has to be queried before it can be claimed.
Based on: ATO tax invoice requirements
Travel, cancellations and other charges itemised
Any travel, non-face-to-face, short-notice cancellation or similar charges are shown as separate, clearly labelled lines.
Why it matters: These are only claimable in specific circumstances set by the NDIA, so they need to be identifiable.
Based on: NDIS Pricing Arrangements and Price Limits
Forward Planning Plus processing preferences
Provider contact details
A phone number or email address for the provider is included.
Why we ask: Needed to query a line item before the invoice can be processed.
Payment details
Bank or payment details for the provider are complete and current.
Why we ask: Payment cannot be released without valid, matching payment details.
Support is covered by an agreement or booking
The support invoiced is one the participant agreed to, and the provider has confirmed the funding arrangement.
Why we ask: Supports outside what was agreed have to be clarified with the participant before being claimed.
Support item numbers and price limits change over time, so the checker never restates a figure. Check the current NDIS Pricing Arrangements and Price Limits before invoicing.
What this checker does not do
- It does not confirm that a support is funded in a participant's plan.
- It does not check the amount charged against current NDIS price limits.
- It does not check whether there is remaining budget in the relevant support category.
- It does not give legal, accounting or tax advice, and it is not an NDIA tool.
- It does not mean an invoice is guaranteed to be payable.
For the full field-by-field explanation, see our NDIS invoice requirements guide, or read how invoices, payments and reimbursements work end to end. Support coordinators can browse the support coordinator resource hub or see how we handle participant invoices and provider queries. If an invoice has already been submitted and has not progressed, the invoice rejection troubleshooter sets out which categories are worth investigating next.
Invoice checker questions
Where these rules come from
Every rule in this checker is derived from the primary sources below, plus the Australian Taxation Office's requirements for tax invoices and the GST treatment of NDIS supports. Guidance changes, so check the current source before relying on any figure.