How do I get access to my Dashboard?

Just go to the login page, enter your email address and password. If you don’t know your password, you can easily create a new one.

How do I submit an invoice?

Creating and submitting an invoice through the Dashboard is very easy. Just click on ‘Fast Payment’ in your Dashboard and follow the steps to create and submit the invoice. The system provides helpful tools to look up NDIS items, select customers and generate a valid invoice number.

The system immediately confirms if an invoice complies with NDIS requirements and is ready for submission to the NDIS for approval. Even better: Because our team doesn’t have to review and validate the invoice, you can get paid faster, within 4 business days.

Why can’t I upload an invoice through the Dashboard?

If you don’t want to use our Fast Payment System, you can still email the invoice in pdf, Word or Excel to us at invoice@planpartners.com.au.

Please note that as we need to manually process and validate the invoice, it can take up to 7 business to get the invoice paid.

How up to date is the Dashboard?

• The parts of the Dashboard that use information from your NDIS plan – such as your plan length, progress through the plan, current month and so on – are updated automatically every day.
• The financial details in your Dashboard are updated each time an invoice or reimbursement enters our system. There may be a delay between when a service has been provided and the invoice is sent to us for payment. As a result, the Dashboard represents your funding position as of the most recently received invoice or reimbursement.

At the bottom of each page, you can always see when the dashboard information was last updated.