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 client 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 archive VOILA mandates via Actions - Cancel service
  • CARO to archive CARO mandates via Actions - Manage
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.



See also our related articles