Product guide · By Devlopes · Updated September 17, 2026
Doula finances: organize packages, PIX, installments and receipts
Track service agreements, installments and receipts while keeping reported payments separate from confirmed receipts.
Start with the agreed package
Record services, optional modules and payment terms before tracking installments. A number in a spreadsheet does not explain what was agreed. Linking the package to the client lets you recover the context when a question comes up.
Levvi Doulas supports reusable package templates. Review each agreement’s amounts and scope before sending it for signature. This guide covers organizing app records; it does not prescribe prices for your services.
Separate reported payments from confirmed receipts
Through the client link, the family can view installments, access the PIX key and report a payment with proof. You still need to check it. Compare the reported amount with the money received in your account before confirming in the app.
PIX is paid outside Levvi Doulas. Confirmation is manual; the finance screen does not perform automatic bank reconciliation. Sending proof alone does not confirm that money has arrived.
Review pending items before sending a reminder
Review outstanding and overdue installments, check what has arrived and edit the reminder before sending it through your WhatsApp. Identify the relevant service and installment so the conversation is clear.
An example to adapt: “Could we check the package installment? It still appears outstanding in my records. If you have already paid, please let me know through the link.” Check both the information and the tone before sending.
Close the period with consistent records
After verifying receipt, issue the receipt through the client workflow and review the monthly PDF report. Preserve the relationship between agreement, installment and receipt rather than relying only on conversation history.
The landing-page calculator multiplies client count by average package price to estimate revenue. That is not profit or a bank balance: expenses, taxes and the timing of each payment are not included. Use the app’s finance records to track actual payments.
Before your next appointment
- Review the package scope and amounts
- Check installments and the shared PIX key
- Confirm in the app after checking receipt
- Issue a receipt and review the period report
Need help getting started? Contact Devlopes: