How Plan Managers Verify Invoices and Make Payments

When a service provider submits an invoice, the plan manager's role is to ensure that it is accurate, appropriate, and complies with NDIS guidelines before processing the payment. This helps protect both the participant’s budget and the provider’s rightful entitlement.

Steps in Verifying Invoices

1. Checking the invoice details: The plan manager reviews the invoice to confirm it includes all necessary information, such as the provider’s details, service dates, support item numbers, and the correct pricing.

2. Matching against the service agreement: The invoice is compared to the agreed services and rates outlined in the participant’s support plan and service agreement.

3. Confirming service delivery: The plan manager may verify with the participant or support coordinator that the services were provided as claimed.

4. Ensuring compliance with price limits: The invoice must fall within the NDIS price limits or agreed-upon rates to be eligible for payment.

Processing Payments

Once the invoice is verified, the plan manager proceeds to process the payment promptly through the participant’s plan management portal or payment system. This involves:

• Authorising the payment based on the verified invoice.

• Recording the transaction for transparency and future reference.

• Notifying the provider that the payment has been made.

Throughout this process, the plan manager maintains clear records and communicates with providers and participants if any clarifications or adjustments are needed. This careful verification helps ensure that funds are used correctly and that providers are paid promptly for their essential services.