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
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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