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NDIS invoicing for sole traders
Invoice plan managers.
From your shifts.
Generate NDIS-compliant invoices straight from your shifts. NDIS support codes built in. Email plan managers from inside Clio. Built for independent support workers.
Then just $29/month. One plan, everything included.
NDIS support codes built in
Auto-link to your shifts
Email plan managers directly
How it works
Compliant invoices, without the spreadsheets.
No more copying support codes off a PDF. No more re-typing what you already wrote in a shift. No more wondering if you've invoiced something twice.
NDIS support codes built in
The codes you actually use, straight from the latest NDIS Pricing Arrangements catalogue. Search by description, pick from a list, or let Clio remember what you've used before.
From a shift, or from scratch
Tap a shift to invoice it straight away. Batch multiple shifts into one invoice. Or write a new one manually if the work didn't live on the calendar. Whatever fits your workflow.
Auto-link to your shifts
Pick a participant and a date on an invoice line, and Clio finds the matching shift. Confirm with one tap. The shift is marked invoiced. No more wondering if you've invoiced something twice.
Email plan managers from inside Clio
Hit send and the invoice PDF goes straight to the plan manager. No saving to Downloads, no switching to Gmail, no attaching. The invoice gets a “sent” status so you know it's gone.
Bring your own numbering
If your bookkeeper already has a numbering scheme, you can edit Clio's. If not, Clio handles it. No locked-in “start from #1” if you've been trading for years.
Know what's been paid
Track each invoice as draft, sent, overdue, or paid. Filter by status to see what's outstanding. No more chasing your own paperwork to find out where the money is.
Part of the toolkit
Invoicing isn't the whole job. Clio isn't just invoicing.
Invoicing is one of six tools that come with every Clio account. Notes, shift calendar, expenses, reports, and tax summary are all in the same app. No second subscription. No double-entry.
See the full toolkit
Pricing
One plan. 30 days free.
No credit card. No commitment. Cancel by doing nothing.
Every feature, every report type, every participant. No tiers. No upgrade gates. Nothing hidden behind a paywall when you finally need it.
The whole toolkit, free to start
$0
for the first 30 days
No credit card required to start
Then $29/month, billed monthly. Cancel anytime.
Everything included, day one:
- AI case notes — built on NDIS Practice Standards, with structure, goal linking, and incident detection
- Shift calendar — recurring shifts, status tracking, participant colour-coding, four views
- Invoicing & service agreements — NDIS support codes, compliant PDFs, email straight to plan managers
- Reports that write themselves — Plan Review, Goal Progress, Incident Summary, and Handover, generated from your notes
- Expenses and tax summary — snap receipts, FY-ready PDF for your accountant
- Your data, in Australia — encrypted, never shared, never used to train AI
What you won't find here:
- Per-participant fees
- Tiered plans (Basic / Pro / Enterprise)
- Setup or onboarding costs
- Annual contracts or lock-ins
- Surprise charges when you need a specific feature
Common questions
Invoicing, asked & answered.
Are these NDIS-compliant invoices?
Yes. Every invoice carries the NDIS support code, the participant's NDIS number, your ABN, the service date, and the line-item breakdown plan managers need. PDFs render the same way every time so plan managers can process them quickly.
Can I email plan managers from inside Clio?
Yes. Save the plan manager's email on the participant's profile once, then send invoices to them in one tap. The PDF goes as an attachment and the invoice gets a “sent” status.
Do you support all the NDIS support codes?
Clio comes with verified codes from the latest NDIS Pricing Arrangements catalogue, covering the codes independent support workers actually use. If you need a code that isn't there, you can still add it manually on the invoice line.
What if I already have an invoice numbering scheme?
You can edit the invoice number on every invoice. If your bookkeeper has been numbering invoices for years (or your accounting software has its own scheme), Clio doesn't force you to start from #1.
Can I invoice for work that wasn't on the calendar?
Yes. Tap “new invoice” and write line items from scratch. Clio still tries to match each line to a shift on that date — if it finds one, you can link with one tap. If not, it saves as separate work.