Your Client leaves your office or he no longer wants to use the CodaBox Services?
⇨ Simply cancel all Mandates and Services of this Client:
THE ACCOUNTING OFFICE | CODABOX |
I connect to MyCodaBox and go to the CLIENT MANDATES & SERVICES menu I select the Service that must be disabled I select the concerned client in the overview and I archive/cancel the Service:
| CodaBox Stops sending files associated with the disabled Services. Note: The client is not deleted from your MyCodaBox environment. This is currently not possible. |
Notes:
- Your client wants to deactivate a BNP Paribas Fortis or Belfius mandate/account, because of the CODA Service User Fee, charged by the bank?
⇨ please follow the procedure How to archive a mandate and check the option 'Because of the bank costs charged to my client' in the pop-up. By selecting this option, the CODA billing from the bank to the company will be stopped. - If the end client still receives CODA via other channels, the cost will continue to be charged.
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