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CSM – AC Billing Walkthrough
CSM – AC Billing Walkthrough
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Updated on July 3, 2025
How to Register a Twilio Phone Number
Table of contents
Getting Started
Billing Process Steps
Step 1: Filter Your Data
Step 2: Review Client Appointments
Step 3: Verify Appointment Details and Contracted Amounts
Step 4: Create Invoices in Stripe
Step 5: Handle Failed Charges
Step 6: Update Trackers
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