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This feature is most beneficial when you bill your clients for any Events (Tasks, Appointments or Documented Events) without creating a schedule. For instance, if you are doing some tasks like sending e-mails or making phone calls and you would like to bill a customer for that without spending too much time setting up a new schedule in the system along with going through the entire Billing process, then Billables is your feature.  You can bill your clients in a matter of seconds! 

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Prior to setting up an Event (Task, Appointment or Documented Event) and billing it to a Client, there are some pre-requisites that need to be set-up in the User Defined and Relationship Management Modules.

Set-up Pre-requisites:         

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a) Add an Event (Task, Appointment or Documented Event) Category to the respective Master Lists in the User Defined Module

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