How to Submit NDIS Claims: A Step-by-Step Guide

Tessa Carmichael

on

NDIS Claiming

Office

This guide walks you through the entire NDIS claiming process: what you need before you start, how to submit a claim step by step, what the common mistakes are, and how to make the whole process faster and less stressful.

What Is an NDIS Claim?

When you self-manage your NDIS plan, the NDIA doesn't automatically pay your providers. Instead, you need to submit a claim for each invoice you receive — telling the NDIA what support was delivered, by whom, on what date, and for how much.

Once a claim is approved, the NDIA deposits the funds into your nominated bank account. Claims are submitted through the myNDIS Participant Portal.



Before You Submit a Claim: What You Need

  • Provider name and ABN

  • Service date — the date the support was delivered

  • Support category — e.g. Assistance with Daily Life, Improved Daily Living

  • A short description of the support

  • Amount — the total amount being claimed

  • Invoice number — for your own records and reconciliation


Step-by-Step: How to Submit an NDIS Claim

Step 1 — Log in to the myNDIS Participant Portal

Go to my.ndis.gov.au and sign in using your myGov credentials. If you're a nominee, log in under your own myGov account and access the participant's plan from there.

Step 2 — Navigate to "Make a claim"

Once logged in, go to the Claims page and select the option to Make a claim. This is where you'll enter the details of the claim you're submitting.

Step 3 — Enter Provider Details, Service Date, Description and Amount

Enter the provider's name and ABN, the date(s) the support was delivered, and the amount from the invoice. Make sure the amount doesn't exceed the NDIS price limit for that support item. Enter a support description that matches the service on the invoice. Getting this right is important — claiming an item that is not funded through your plan can result in a rejected claim.

Step 4 — Enter the Support Category

Choose the correct funding category from your plan. Common categories include Assistance with Daily Life, Improved Living Arrangements, Improved Daily Living, and Improved Health and Wellbeing.

Step 5 — Attach the Invoice Document

Attach a copy of the invoice document which the provider sent to you.

Step 6 — Review and Submit

Review all details carefully before submitting. Claims are generally processed within 2–3 business days.



How Capsure's Claim Wizard Makes This Faster

Capsure's Claim Wizard is a Chrome browser extension that connects to the myNDIS Participant Portal and auto-fills your claim form using invoice details already stored in Capsure. Instead of typing out provider names, dates, amounts, and support descriptions, you simply review pre-filled fields and submit. Claim Wizard will even automatically attach the invoice to your claim.

Capsure captures invoice details the moment an invoice arrives — either via direct provider email, forwarded email, or manual upload — extracting the provider name, ABN, date, support category, amount, and description automatically.



Common NDIS Claiming Mistakes — and How to Avoid Them

Claiming under the wrong support category

This is one of the most common errors. Each support must be claimed under the correct funding category in your plan. If you're unsure, check the NDIS Support Catalogue or ask your provider.

Exceeding the NDIS price limit

The NDIS sets maximum prices for most support items. If an invoice exceeds the price limit, the claim may be rejected or flagged.

Not keeping records of submitted claims

The NDIA can audit your claims at any time. Keep a copy of every invoice and a record of every claim submitted. Capsure stores all of this automatically in a searchable, filterable invoice table.



Frequently Asked Questions

How long does an NDIS claim take to process?

Most claims are processed within 2–3 business days. During busy periods or if there are errors in the claim, it may take longer.

What if my claim is rejected?

You'll receive a notification through the portal. Common reasons include incorrect support item codes or amounts exceeding price limits. Correct the error and resubmit.

Do I need to attach an invoice when I submit a claim?

You don't need to upload invoices when submitting claims, but you must keep them on file as evidence the NDIA can request during an audit.

Can I claim for supports I've already paid for?

Yes. Self-managers can submit claims for reimbursement after paying a provider out of pocket.

Can I use Capsure's Claim Wizard on any device?

Claim Wizard is available on desktop and laptop computers running Google Chrome. Capsure itself is mobile-responsive, so you can manage your invoices on any device.

Get started with Capsure

Your first five invoices are free

All features included

Quick account setup

No credit card required

Get started with Capsure

Your first five invoices are free

All features included

Quick account setup

No credit card required

Get started with Capsure

Your first five invoices are free

All features included

Quick account setup

No credit card required

Get started with Capsure

Your first five invoices are free

All features included

Quick account setup

No credit card required

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