Invoicing Methods for NDIS Service Providers
Invoice via Desktop or Mobile
This method suits those who prefer to manage their invoices individually, particularly sole traders or businesses with fewer invoices.
- Login to the Capital Guardians portal on any device
- Upload invoice details and attachments
- Quickest way to submit a simple invoice
Email Your Invoice
This method suits providers with multiple participants and detailed invoices, who prefer to manage invoices via email.
- Initial setup required
- Each provider gets a unique email address
- Send PDF invoices via email
- Invoice must contain a consistently located account ID (default: participant’s NDIS ID)
Direct Invoice Load from Xero
This method suits providers who already use Xero for invoicing, and who have multiple participants and several line items per invoice.
- Initial setup required
- Create invoices directly from your Xero account
- No emailing needed
- Account IDs in Xero must match those in Capital Guardians
- NDIS line item must be included in Xero
Direct Invoice Load from MYOB
This method suits providers who already use MYOB for invoicing, and who have multiple participants and several line items per invoice.
- Initial setup required
- Create invoices directly from your MYOB account
- No emailing needed
- Contact ID/Card ID in MYOB must match the billing ID in Capital Guardians
- NDIS line item must be included in MYOB
Upload Multiple Invoices via CSV
This method suits providers who prefer to manage bulk invoicing invoicing with a single upload, uploading several single line invoices for multiple participants.
- Use our CSV template for multiple entries
- Include participant ID, line item, unites, and rate claimed
- Save and upload to our system
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