For Providers

 

 

Invoice Details

In order to make payments to you in an efficient and timely manner, all invoices must include the following:

  1. Your Business Name
  2. ABN
  3. A Unique Invoice Number
  4. Participant Name
  5. Support Start & End Date
  6. Details of the Support Performed (or NDIS code)
  7. Your Bank Details for Payment
  8. Email Address (where we will send the remittance advice)

Please send all invoices to accounts@ypm.com.au

Invoice Template
(One Page)

Download

Invoice Template
(Two Pages)

Download

When will I get paid?

Most invoices are paid within 5-7 business days. As invoices are submitted to us, the client is notified to approve the invoice. Once approved, we will claim from the NDIS and pay you as soon as we receive a remittance from the NDIS.

We want to pay you as soon as possible, because we understand that cash flow is important.

Provider Handbook

Download

Provider Handbook

In our booklet, you will find a wealth of information that helps you understand who we are and what we stand for. We share our story, mission, and values, giving you insight into the heart of our organisation. Additionally, you will find details on how to invoice us, including tips for new providers, invoice corrections, and information on GST and split payments.

One highlight of our booklet is a step-by-step guide on our claims process, ensuring you understand what to expect and when you will get paid. We also provide information on service agreements, feedback processes, and our contact details, so you can easily reach out to us with any questions or concerns.

 

Reimbursements

To request a reimbursement, the NDIS requires a valid tax invoice and proof of payment before we can make a payment to your account. This can be a tax invoice showing:

  • The business name where you made the purchase
  • ABN
  • A unique invoice number
  • Participant name
  • Support start & end date

The payment receipt can be an eftpos receipt or tax invoice showing the balance owing as NIL. We can not process reimbursements without complete information!

Please send a copy of the invoice and/or payment receipt as well as the client name via email to accounts@ypm.com.au

*If this is your first time requesting a reimbursement, please also send your bank details for payment.

If you’d like to refer a client, please contact us or complete the form on our sign up page .

The NDIS Plan Management Specialists

Maximise your support and budget, to help reach your goals faster.

sign up

Testimonials

“It is always a pleasure to work with the dedicated team at Your Plan Manager. Payments are prompt, and their passion for providing high quality support to their clients is evident in every interaction”

Sara Hansen, Practice Manager, Empowered Kids

“Quick response and processing times. Staff are always professional and friendly”.

Yvonne, Hunter Primary Care

“Tanya and her team have always been a pleasure to work with. They take the time to explain the finer details of any question me or my team may have. Their billing and invoicing impress me with the high level of professionalism, accuracy and efficiency. I highly recommend Your Plan Manager to clients using the NDIS”.

Duncan Timms, Director of Champion Mentors

“The plan managers are helpful / knowledgeable in supporting participants and service providers on how to navigate the NDIS. Overall YPM, is a great PM service that I will keep referring people to”.

Caitlin, Able and Rose Pty Ltd

“The staff at YPM are incredible. We have a team of trained and qualified staff who assist us daily. Special mention to Alison – She makes herself available more often than I am sure she needs to and always goes above and beyond, your whole team does. THANKYOU!!”

Alysa, Hunter Valley Supports

“We love working with you, there is great communication, always easy to troubleshoot issues with and just generally reliable. We like being able to access the dashboard to be able to keep track of people’s budgets, you are very quick to onboard a new person. The people we support have never raised any issues in your work”.

Rosie, Aurora Supports

“Your Plan Manager have definitely set the benchmark for professional services in the plan management space. Responsiveness and customer service are A1. The dashboard for providers (particularly COS) is very user friendly. The staff are extremely knowledgeable. Monthly client budget reports emailed to myself as the COS are exemplary – Thank you for making my job much easier.”.

Samantha, Mandatory Care Services

“Professionalism in all communications, Great understanding of NDIS funding & Concerned for Participants needs – Keep up the awesome work YPM”.

Martin, Jeder Institute

“Thanks so much for being on to it, I really appreciate your ongoing support and communication with me, it validates and reassures my anxiety. You’re amazing at what you do “

Hayley, YPM Client

“…the difference between you & my old plan manager is simply night & day…just keep doing what you are doing please & people will continue to send people your way”

Marcus, YPM Client

“Hi, just a quick email to let you know how fantastic Jildou is, i really cant praise her enough, she has always made me feel comfortable and helped out where ever she can, and not once made me feel like I’m being an inconvenience when I don’t understand or can’t remember things, she is such a beautiful person to talk to, I’m so grateful to have her helping me.”

Catherine, YPM Client

“Michele is so helpful and friendly. I really like that she treats me like an adult and gives me advice without making it sound like she is giving me orders. I really appreciate her efforts to keep me updated and informed.”

Cheryl, YPM Client