PERFEX- Create a Task, record a Timesheet and make the task Billable/Invoice - BEST CRM

Here's a step-by-step guide to creating a task, recording the time taken to execute the task, and making the task billable in Perfex

1. Create a Task
2. Save the Task
3. Add Assignee
4. Record Time Taken
5. Complete Task
6. On Invoice Select Customer and Project
7. Check for Billable complete tasks

By following these steps, a consultant using Perfex can create a task, record the time taken to execute it using the timer and make the task billable. This streamlines the process of tracking work, managing billable hours, and ensuring accurate billing for consulting services.

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