Direct support and support coordination
NDIS invoicing for direct support and coordination.
Prepare direct-support invoices from shifts or recurring billing plans, and coordination invoices from completed tasks. Review the drafts before accounting or NDIA export.
14 days free. No card needed.
How NDIS invoicing works
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Choose the direct-support invoicing mode
Choose one direct-support invoicing mode for your organisation: shifts, participant billing plans or by hand. Shift-based invoices follow service records. Recurring plans prepare drafts from fixed amounts or weekly patterns for your team to check.
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Start with the support delivered
In shift-based mode, rostered support, attendance and notes stay linked to the participant. Trace each charge back to its shift and review the service record.
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Bill coordination from the completed task
Record billable time on the participant’s task and support item. With automatic generation enabled, completed tasks create or refresh coordination invoices. Coordination and direct support have separate invoices for the same participant.
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Keep support items and rates together
Each line includes its support item, quantity and price. Support items and limits come from the NDIS Support Catalogue. Review the service details, warnings and funding arrangements before sending.
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Separate invoices by who pays
Invoices are split by funding management type. Export NDIA-managed lines for bulk upload, or prepare invoices for plan managers and self-managed participants.
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Carry the invoice into accounting
Sync reviewed invoices to Xero or MYOB. Approve worker timesheets separately for payroll. Pay and participant billing can follow different rules, with source records available for review.
1:3 group invoicing, worked through.
One worker supports three fictional participants for five hours. Morgan leaves after three hours. Your team configures one billing segment for all three participants, then a second for Alex and Sam.
| Participant | First 3 hours | Final 2 hours |
|---|---|---|
| Alex | 1/3 share | 1/2 share |
| Sam | 1/3 share | 1/2 share |
| Morgan | 1/3 share | Not included |
Set the first segment
Select the support item, rate and first three hours. Set three equal participant shares, one for each person.
Configure the change
Add the final two hours as a separate segment for Alex and Sam, each with a half share. Your team sets and reviews the segments against what was delivered.
Review each participant’s lines
Alex and Sam each have two charge lines. Morgan has one for the first segment. Check the source records and draft before sending.
Shares apply to each configured charge, not to worker pay. Check the agreed supports, applicable support items, rates and allowable ratios before invoicing or claiming.
Bring a real billing workflow to your demo
Bring a sample shift, recurring pattern or coordination task and your billing frequency. Include group support, travel or holidays if relevant. We’ll trace the draft, review and accounting handoff with you.
Common questions
01Can TakeCareOS split 1:3 group-support charges?
You can configure equal or custom participant shares on a shift’s billing charges. When group size changes, set separate billing segments for the relevant participants and time ranges. Review each participant’s draft lines against the support delivered, applicable support items and agreed rates.
02How does TakeCareOS create NDIS invoices?
For direct support, choose an organisation invoicing mode: invoices from shifts, recurring drafts from each participant’s invoice plan, or invoices by hand. Support coordination uses task-based charges on separate invoices. Review the support items, quantities, rates and service records before sending.
03Can we bill all three NDIS management types?
Yes. NDIA-managed lines are exported in a bulk upload file for the provider portal. Plan-managed invoices go to the plan manager, and self-managed invoices go to the participant.
04Does NDIS invoicing connect to Xero or MYOB?
Yes. TakeCareOS syncs invoices to Xero or MYOB. Shift-based lines, reviewed recurring drafts and support coordination invoices can move into accounting without re-entering every line.
05Is NDIS invoicing included in the subscription?
Yes. NDIS invoicing, rostering, shift notes and Atlas are included in A$20 per active staff member per month. Office staff and support workers are the same price. You can request a free 14-day trial with no card needed.