Generating Direct NDIS Bulk Payment Requests

This article provides detailed information relating to the process of generating an NDIS Bulk Payment Request. 

Audience: Authorised Representatives, Finance Team


  • Finance & NDIS | Preparation must be completed, in order to export invoices to your finance system where required and generate NDIS Bulk Payment Requests.
  • NDIS Direct Client Funding records must be entered in the Client's Funding tab. 
    • NDIS Support Allocations applied within the relevant Activities for Providers of Direct Services, and
    • Activities must have the Activity Sign Off performed prior to being available to include in an invoice batch and the subsequent NDIS Bulk Payment Request. The Activity Report is designed to assist with this process. 
  • NDIS Plan Managed Client Funding records must be entered in the Client's FPM tab for Providers of Plan Management Services. 
    • NDIS Support Allocations applied within the External Invoice Items entered, and
    • External Invoices must also have the Sign Off performed prior to being available to include in an External Invoice Batch and the subsequent NDIS Bulk Payment Request. 
  • Invoice batches (Internal, for invoices for the NDIA and/or External for Plan Managers) will need to be generated, prior to them being available for inclusion in the NDIS Bulk Payment Request file. 


The following list summarises the content within this article. Click on the links below to take you to the relevant sections:

Invoice Batches must be generated first

Before an NDIS Bulk Payment Request can be generated, Invoice Batches must be generated first. Please review the following articles for instruction, which have been linked at the end of this article:

  • Generating an Internal [Direct] Invoice Batch
  • Generating an External [Plan Managed] Invoice Batch

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How to generate an NDIS Bulk Payment Request

To generate NDIS Bulk Payment Requests, staff will need the 'Edit ALL Clients Records' and 'View Financial Information'  Staff Account privileges.

To generate an NDIS Bulk Payment Request, navigate to the Reports menu from the SupportAbility Dashboard and choose ' Generate NDIS Bulk Payment Request':

Step 1: Search for NDIA Invoices

Enter the Search criteria for the invoices that you wish to include in the Bulk Payment Request: 

National or State

The available options to select from here depend on how your organisation's Provider Number has been configured.  

If your organisation operates in a specific State or Territory, select this from the menu: 

However, if your organisation has a National Provider Registration number and you wish to generate payment requests for all of the States and Territories you operate across, select the National option: 

Invoice Date

Select the invoice dates that you wish to include. These date filters are generally left empty to include all invoices. Please note, when referring to Internal [Direct] Invoices (for Services delivered directly via Activities), the Invoice Date refers to the date the invoice batch was generated and not the dates of the Services delivered. 


This filter is specifically for providers of Plan Management Services and allows you to separate the Bulk Payment Request by ' Internal [Direct]' or 'External [Plan Managed]' invoices if required:

Once you have entered your required filters, click the Search for Invoices button:

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Step 2: Choose the invoices to include

Internal [Direct] Invoices will be displayed at the top of the list: 

External [Plan Managed] Invoices will be displayed at the bottom of the list (where relevant):

Select the invoices you wish to include and select the Generate NDIS Bulk Payment Request button.

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Step 3: Payment Request generation complete

Once you have generated the NDIS Bulk Payment Request, you can download the  CSV file export from the Actions menu in the top right corner of the screen: 

This will download the Bulk Payment Request file CSV export to your computer's local hard drive. There should be no need to open this CSV, however, if you do, please follow the instructions as outlined in the following article: How to open CSV files safely in Microsoft Excel, linked below. 

The  Download NDIS Bulk Payment Request includes the 'Claim Type' and 'Cancellation Reason' fields.

N.B. 'Claim Type' is only populated when Support allocations include a Claim Type other than Standard i.e. 'Report Writing', 'Travel' or 'Cancellation', and has a cap of 5005 invoice items.

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How are Supports with an Hours Unit of Measure included?

Regardless of how the time is entered when allocating Supports in either Activities, or External Invoice Items, Support Allocations with UoM = Hours are listed in the in decimal format in the 'Quantity' column of the NDIS Bulk Payment Request file exports. 

How is the Claim Reference formatted?
The following format is used to generate the Claim Reference identifier:
'Formatted Invoice Number'-'Ordering Number of Related Invoice Item on Invoice'. 
For example, where a single Invoice contains three Invoice Items, they are included as three separate rows in the NDIS Bulk Payment Request file export. Each will now have a unique Claim Reference identifier e.g. INV00068-1, INV00068-2, and INV00068-3. 
This granular level of identification allows providers to more easily identify any specific Invoice Item/s if errors have occurred. 

Submit the Bulk Payment Request

Once downloaded, the NDIS Bulk Payment Request is then available to submit to the myplace provider portal. 

We recommend using the NDIA's Bulk Payment Request Step by step guide


Each NDIS Bulk Payment Request and Invoice Batch which has been generated remains available to view in the Reports menu:

These batches are useful for reconciling against the remittance advice received from the NDIA. 

When paid by the NDIA, the corresponding NDIS Bulk Payment Request batch contains the invoices which can be marked as paid in your organisation's Finance system.

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