Peak Plan Management resources

Resources for Providers


Perfect invoice

As a government agency, the NDIS has many requirements for an invoice to be paid. Please download the Peak Plan Management version of the Perfect Invoice.

Provider handbook

The Peak Plan Management Provider Handbook has great tips on working with Peak Plan Management and understanding the requirements of the NDIS.

Invoice template

The PPM Invoice Template is a great template if you don’t have accounting software which produces invoices for you.

Provider bulk request to allocate funds

If you have a number of participants with us use this spreadsheet – Provider Bulk Request to Allocate Funds – to quarantine funds for your services.

Support coordinator

Request to Allocate Funds in Bulk and Instructions on how to use the Spreadsheet.

Request to allocate funds form for a single participant and provider

Request to Allocate Funds.

Contact Us

1300 73 23 24