Follow these steps
Archive a specific account that is part of a mandate with several accounts
Go to your MyCodaBox platform. Select the client concerned in CLIENTS - Client List - and open the CODA tab.
In the CODA mandate, select the account that should be archived by clicking on the three dots next to the bank account.
The action is only available when:
- The mandate status is: Signed/Bank procedure/Active
- The mandate still contains several not archived accounts
- If the end client still receives CODA via other channels, the cost will continue to be charged.
- It is not possible to archive a sub-account (such as a USD, GBP or specific ING account). Then only archiving the complete IBAN bank account is possible.
Or watch our 'MyCodaBox Academy' video
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Note: The video isn't available in English but you can have a look at the FR and NL video below