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Plan Managed vs Self Managed: Invoicing Rules

2027-01-30  |  By Sarah Jenkins, CPA
Invoicing on laptop

Sending the invoice to the wrong person guarantees you won't get paid. Here are the three modes.

1. NDIA Managed (Agency)

You must be a Registered Provider. You claim directly through the PRODA portal. The participant never sees an invoice.

2. Plan Managed

You send the invoice to the Plan Manager (a financial intermediary). You do not need to be a registered provider.
Invoice Requirement: Must include the Participant's NDIS Number, Plan Dates, and the specific Line Item Code (e.g., 04_104_0125_6_1).

3. Self Managed

You send the invoice directly to the Participant. They pay you (usually upfront) and claim it back from the NDIS themselves. You can charge above the price guide limit for self-managed participants (though it's rare).

Invoice templates?

We provide NDIS-compliant Xero invoice templates that ensure your claims don't get rejected by Plan Managers.

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