Getting invoices and reimbursements from a past plan paid can feel a little confusing, especially when you've already received the support and are expecting the payment process to be straightforward. We understand how frustrating it can be when a claim is rejected, and in many cases it's simply because some important steps weren't completed before the plan ended.

The good news is that past plan invoices and reimbursements can often still be paid if the support was delivered within the plan period.

Follow the 90-day rule

While the NDIS advises that payment claims can generally be submitted for up to two years after a support has been delivered, waiting that long can create delays and complications when it comes to processing payments. This is because, after a plan has ended, there is usually a 90-day window before the NDIS closes the remaining funding, which can make processing older claims more complex.

To help make the process smoother, we recommend submitting invoices and reimbursements within 90 days wherever possible.

3 steps to submitting an invoice or reimbursement for a past plan

1. Submit invoice or reimbursement

Using your Dashboard (recommended)

• Upload your reimbursement request through your Dashboard, or
• Ask your provider to upload their invoice through their Provider Dashboard.

By email (If you prefer manual processing)

• Participants can email reimbursement requests to admin@planpartners.com.au
• Providers can email invoices to invoices@planpartners.com.au

2. Check that the service dates are visible

Make sure the invoice clearly shows the dates the support or service was delivered. This helps us confirm that the claim relates to the correct plan period and can prevent unnecessary delays.

3. Ensure the invoice meets NDIS requirements

Before submitting, check the invoice contains all information required by the NDIS. Invoices that don't meet NDIS criteria may be delayed or rejected until the required information is provided.

Following these simple steps can help us process your payment claim in line with NDIS regulations and reduce the likelihood of payment issues for supports delivered under a previous plan.

For more information on the NDIS criteria for getting paid, visit the NDIS website.

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