Easily create a new client via MyCodaBox - CLIENTS - New Client

In the screen that appears, enter the required information about your client and click on Save Client.

When filling in the fields during the creation of the new client, please consider the following information:

  • Client code: This is a unique value that will be linked to your client (certainly useful if you have 2 clients with the same company name but with a different company number or VAT number) and which is used as the folder name in the CODA tree structure 
  • Client email : Please do not enter your office email address, but your client's unless it concerns your own account
  • Exact Online Digital Mailbox: Fill in the Exact Online "digital address" (field only visible if your platform is created for the Exact online software)

MyCodaBox Academy : How to add a new client?

Watch our video and learn in a few minutes how to enter your client's data, activate the delivery of their PDFs, add bank accounts and order services ( SODA, VOILA, ...)

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

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