If your practice provides services to NDIS participants, it’s important to set up your Cliniko account correctly to ensure accurate and compliant invoicing. This guide will walk you through:
This process includes functions that are only available to administrators.
Choose the correct tax calculation method
In Australia, prices are typically displayed as inclusive of GST. Cliniko’s tax inclusive setting ensures that what the customer sees on the invoice matches the amount they pay. What they see is:
Each line item reflects the total amount (including tax).
The total tax for all items is summarised at the bottom of the invoice to show transparency.
To update this setting:
Head to Settings → Finances → Invoices
Under Tax calculation method, select Tax inclusive
Click Save invoice settings
This won’t affect the tax settings of your existing billable items. Items marked as “N/A” for tax will stay tax-free, and items set to “GST” will remain taxable. For more information on choosing the right tax calculation method, head here.
Create billable items with NDIS hourly rates
To add a new NDIS service:
Go to Settings → Finances → Billable items
Click Add service
Enter the item code (e.g. 15_003_0118_1_3)
Give it a clear name (e.g. Early Childhood Supports - Hourly Rate)
Set the price (e.g. 193.99)
Click Create billable item
Use decimal quantities for precise billing
With the new tax calculation method, you'll be able to add decimal quantities so you can bill for services like 1.25 hours (1 hour and 15 minutes) with accuracy.
When creating an invoice:
Select the appropriate billable item
In the Quantity field, enter the duration in decimal form (e.g. 0.5 for 30 minutes)
Cliniko will calculate the total for you automatically
Review and adjust existing item prices
Due to how the previous calculation methods worked, after switching to the tax inclusive method, we recommend reviewing your current billable items (and products) for accuracy:
Go to Settings → Finances → Billable items and/or Products from the side bar
Click each item to check that the prices are correct and inclusive of tax
By setting up your account this way, you’ll make invoicing easier, more accurate, and aligned with NDIS requirements. You can check the latest NDIS invoicing guidelines at ndis.gov.au.