Follow these steps


I transfer a client to my office in 5 steps
  1. Create a new client and accept the transfer
  2. CodaBox transfers the client to your Office ⇨ the client is visible in your Client List
  3. CodaBox sends the CODA mandate(s) to your Office for signature (*)
  4. CodaBox handles the mandate(s) signed by your client
  5. Your Office receives CODA for this client


(*) If CodaBox manages your clients' mandates


Good to know:


Or watch our 'MyCodaBox Academy' video


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Note: The video isn't available in English but you can have a look at the FR and NL video below