Participant invoice plans
Recurring NDIS invoices, ready to review.
Set a participant’s billing pattern once. Get direct-support invoice drafts each week, fortnight or month, then check them against the support delivered.
14 days free. No card needed.
From an agreed billing pattern to a recurring draft
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Choose how your organisation invoices
Choose From each participant’s plan in Billing & invoices. This direct-support mode applies across your organisation; other modes use shifts or manual entry. Each participant’s invoice plan holds their own billing lines and frequency.
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Use a fixed amount or a weekly pattern
Repeat fixed support items, quantities and prices, or set a weekly pattern of days, times and hourly items. Patterns calculate the matching days in each period, using configured holiday items where available.
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Set the period and draft day
Bill weekly, fortnightly or by calendar month from your first period date. Choose whether drafts appear on the first day, last day or day after. Changes affect future drafts; existing drafts remain available to review and edit.
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Check the draft against what happened
Compare the draft with actual delivery and rostered hours. Review holiday handling, unbillable lines and funding-date warnings. Check cancellations, prices and the payer before sending an invoice or submitting a claim.
Example: a fortnightly weekly-pattern draft
This is a fictional workflow, not a customer result or a statement of claim eligibility. Suppose an agreed support runs for two hours each Tuesday and Thursday.
Save the pattern
Choose the hourly support item, agreed price and two days of the week. Set a fortnightly billing period and its first start date.
Review the period
A period containing four matching days gives eight planned hours before any applicable holiday handling. Compare the draft with rostered hours and the actual service records.
Confirm before sending
Check changes to support delivery, funding dates and the payer. Edit the draft where needed, then use the accounting or NDIA bulk upload workflow.
The recurring schedule prepares a draft. Your team checks that its final lines reflect the supports that can be invoiced.
Bring an agreement and a billing period to your demo
Bring a fictional participant, your billing frequency and a fixed amount or weekly pattern. We’ll show setup, the draft and review, including holiday or funding-date cases that matter to your team.
Common questions
01How often can recurring NDIS invoices be drafted?
Each participant’s invoice plan can draft every week, fortnight or calendar month, anchored to its first billing period. Your organisation chooses whether drafts are made on the first day, last day or day after the period.
02What is the difference between a fixed amount and a weekly pattern?
A fixed amount repeats the support items, quantities and unit prices each period. A weekly pattern uses days, start and end times and hourly support items to calculate the period’s hours, including configured public holiday items where applicable.
03Is an invoice plan the same as an NDIS funding plan?
An invoice plan is the billing schedule your organisation sets up in TakeCareOS. It is separate from the participant’s NDIS funding plan. Check the agreed supports, service delivery, funding dates and invoice lines before sending or claiming.
04How do recurring plans fit with shift-based invoicing?
For direct support, your organisation chooses invoicing from shifts, from participant invoice plans, or by hand. Recurring plans make draft direct-support invoices for review. Support coordination charges are handled separately through tasks; discuss the organisation’s generation settings when setting up both services.
05What happens when an invoice plan changes?
Changes apply to periods that have not been drafted yet. Existing drafts stay as they are so staff edits are preserved. Review those drafts separately if the agreement or service delivery has changed.