Package Hours & Payment Tracker

A complete tracking package for doulas and newborn care specialists who want a clear view of care hours, invoices and payments for one client package.

Bring the business side of care into one organized workflow. Track the hours you deliver, record invoices issued through your usual process, allocate payments by hand, and review a client-ready summary before closeout.

What is included

• Excel workbook (.xlsx). A reusable Package Hours & Payment Tracker for one package at one fixed hourly rate.

• Package Closeout Checklist (PDF). A one-page review companion to the Client Summary, covering hours, payments, open items and final handoff.

• Professional-use license. Licensed to one purchasing business for paid professional practice, with unlimited working copies for its own clients. See the included license for permitted client-facing outputs and sharing limits.

Inside the workbook

• Care hours and overnight shifts. Record your shift dates and times and review package hours used and remaining.

• Manual daylight saving time override. Review affected overnight shifts and enter an override when the clock change needs a correction.

• Invoice and payment records. Keep references to invoices issued elsewhere and manually allocate payment amounts to the invoices they cover.

• Schedule Changes tab. Record shift changes, who requested and confirmed them, replacement acknowledgments and agreed billing impact. Record reschedules, cancellations, added shifts and provider swaps, with confirmation and agreed billing details in one place.

• Visible checks. Review warnings and incomplete records before relying on the totals or sharing the summary.

• Client Summary. Bring package hours and payment information together for a clear client review.

• Rebrand for your practice. Add your business name and details to permitted client-facing outputs, while keeping source copyright and license notices.

Before you buy

Use a separate workbook for each package. This version uses one fixed hourly rate and manual data entry and payment allocations. It records invoices; it does not issue or send them. It does not handle rate changes, refunds, or processor-fee and bank-deposit reconciliation, and it does not replace your accounting records.

Files are supplied as .xlsx and PDF. An app that can open and edit .xlsx files is required. Keep a clean master copy, save a working copy for each package, and review the instructions and checks before use.

Created by Rooted Legacy Care for the practical business details that support your care work.