Does your Client leave your office or does he no longer want to use CodaBox Services?

→ Simply cancel all Mandates and Services of this Client:

The accounting office
CodaBox
I connect to MyCodaBox, in the CLIENT MANDATES & SERVICES menu
I select the Service that must be disabled

I select in the overview the concerned customer and I archive or 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 Arhive VOILA mandates via Action - Cancel service
CodaBox Stops the sending of files associated with the Services that have been disabled.
Note: The client is not deleted in your MyCodaBox environment. This is currently not possible.



Note:

Your client is a BNP Paribas Fortis or Belfius client who wishes to deactivate his mandate because of the CODA Service User Fees charged by the bank? 

→ Please contact us by sending an email to Support@codabox.com , We will forward the request to discontinue CODA for this company to the concerned bank. Archiving an account/mandate via your MyCodaBox platform is not sufficient to stop the bill for CODA from the bank to the company.



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