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:
  • CODA to archive the CODA mandates, via Actions - Manage - Actions - Archive
  • SODA to archive the SODA mandates, via Actions - Archive
  • VOILA to archive VOILA mandates, via Actions - Cancel service
  • CARO to archive CARO mandates, via Actions - Manage
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.



See also our related articles