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!
Examples:
A) A client requested to scan and e-mail some papers; send faxes or make some phone calls. You can create a new Task in the system and bill it to the client.
B) An assessment visit needs to be done with a client. You can create a new Appointment in the system and bill it to the client.
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:
a) Add an Event (Task, Appointment or Documented Event) Category to the respective Master Lists in the User Defined Module.
You can access additional Help Documents on how to set-up individual categories and other items by clicking on the text in Blue font throughout the document.