Go to Admin
From the left-hand menu, select Admin.
This opens the Admin area, where you can manage users, roles, integrations, billing, configuration, and notifications.
Open Configuration
At the top of the Admin page, select Configuration.
This opens your organization’s configuration settings.
Go to Invoicing
In the Configuration side menu, select Invoicing.
This expands the invoicing options.
You will see options such as:
General Settings
Claims
Approvals
Plan Managers
Billable Items
Bulk Upload
Interaction Types
Open Bulk Upload
Select Bulk Upload under the Invoicing section.
The Upload Service Items page will open.
This page is used to import NDIS billable service items from an Excel file.
Download the NDIS Support Catalogue
On the Upload Service Items page, use the NDIS Support Catalogue link to download the required template.
You can also use the NDIS Pricing arrangements link if you need to download the latest pricing guide directly from the NDIS website.
Always use the latest file to help keep pricing and service item details accurate.
Upload the Excel File
Upload the Excel file using either option:
Drag and drop the file into the upload area
Select click to browse and choose the file from your computer
Supported file types:
.xlsx
.xls
Maximum file size:
10MB
Once the file is selected, the system will automatically parse and validate the data before upload.
Review the Parsed Data
After the file has been processed, the Review Parsed Data screen will appear.
This screen shows a summary of the upload, including:
Total Items
Valid
Warnings
Errors
The table also shows item details such as:
Status
Item Number
Name
Unit
Date
Quote
Message
Review the data before confirming the upload.
Items with errors will not be uploaded.
Confirm the Upload
If the data looks correct, select Upload Valid Items.
The button will show the number of valid items that will be uploaded.
Example: Upload 5 Valid Items
Wait for the upload to finish. The button may show a loading state while the system processes the file.
Confirm Upload Completion
Once the upload is complete, you will see the Upload Complete screen.
This confirms that the valid items have been processed and added to the catalogue.
You can select Upload Another File if you need to import another catalogue.
Edit a Billable Item
To edit an individual billable item, go to:
Admin > Configuration > Invoicing > Billable Items
Find the item you want to update.
You can search or browse the list, then open the item’s action menu and select Edit.
Update the required details, then save your changes.
Common fields may include:
Item Name
Description
Price
Unit Type
GST Status
Support Category
Allow TTP
Important Notes
Always use the latest NDIS Support Catalogue where possible.
Uploading a new catalogue may update or override existing billable item values.
Items with errors will not be uploaded.
Review all warnings before confirming the upload.
Editing a billable item may affect future invoicing and claiming.
Existing invoices may not automatically update when a billable item is edited.
Only enable Allow TTP if the NDIS pricing guide permits Temporary Transformation Payment for that item.
Troubleshooting
The file will not upload
Check that the file is either .xlsx or .xls and is under 10MB.
The uploaded file shows errors
Review the Message column on the Review Parsed Data screen. Items with errors will not be uploaded.
The Upload Valid Items button is unavailable
Check if the file has finished processing. If there are no valid items, you may need to correct the file and upload it again.
Some items were not added
Only valid items are uploaded. Any items with errors are skipped.
The wrong pricing appears after upload
Confirm that the uploaded file is the latest NDIS Support Catalogue. If needed, download the latest version and upload it again.