This article contains information for accounting offices.
★ Are you a CodaBox Business customer (enterprise/corporation/non-profit), then go to this page.
The combination of your monthly invoice and your monthly report(s) provides you with useful information.
You receive one or more monthly reports from CodaBox. Depending on the CodaBox Services you have activated, you can receive different types of reports:
- Bank accounts: if the title of the report is '01/2024', this report contains all accounts that had the status active on 31/01/2024
- Mandates: if the report title is '01/2024', this report contains the CODA mandates that were activated between 01/01/2024 and 31/01/2024
- SODA: if the report title is '01/2024', this report contains the SODA mandates that were activated between 01/01/2024 and 31/01/2024
An invoice you receive this month relates to the report(s) containing the previous month's data.
☆ Do you want to relate your invoice to the report(s)? Then check carefully that the dates correspond. For example: for an invoice received in the month of February 2024, you'll find the details in the report(s) titled 'Report for 01/2024'.
MY INVOICE |
CodaBox invoices are sent in PDF format by e-mail or by another electronic channel of your choice.
The sender of your invoice can be:
- CodaBox if you work with us directly
- A CodaBox reseller
The CodaBox invoice contains an overview of the CodaBox Services used:
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Which services can be listed on your invoice?
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Understand your invoice and the correlation to services & reports: example of invoice dated 1st February 2024:
| Service & specified period | Invoicing |
| CODA – current account | For the number of current accounts that were active in the previous month (January), you now pay to receive the CODA in February. The list of these current accounts can be found in your 'Bank Accounts' report titled '01/2024'. |
| CODA – savings account | No fees The list of these savings accounts can be found in your 'Bank Accounts' report titled '01/2024'. |
| CODA - activation of mandate | You pay a one-time fee for the number of CODA mandates activated in the course of the previous month (January). The list of activated mandates can be found in your 'Mandates' report titled '01/2024'. |
| CARO - administrative costs | You pay a one-time fee for the number of CARO activated in the course of the previous month (January). |
| CARO - recurrent costs | For the number of client references for which CARO was active in the previous month (January), you now pay to receive CARO in February. |
| SODA - service | You pay a monthly fixed cost per environment (regardless of the number of clients for which SODA is active and regardless of the number of social secretariats in which SODA is collected). |
| SODA - activation of mandate | You pay a one-time fee for the number of SODA mandates activated in the course of the previous month (January). The list of activated mandates can be found in your 'SODA' report titled '01/2024'. |
| VOILA - recurrent costs | For the number of company registration numbers (clients) for which VOILA was active in the previous month (January), you now pay to receive VOILA in February. |
Who is the sender of these invoices?
➪ It is possible that you will receive an invoice from CodaBox and from a partner (for example if you use multiple accounting softwares, of which at least 1 is via a partner).
Can I change the address the invoice is sent to?
- In MyCodaBox, click Administration* > Organization info.
- On the page 'Organization info', click Edit organization info and change the invoicing address at the bottom of the page.
- Confirm with the button Save Changes.
Where can I consult the details of my invoice?
➪ Details of your invoice are available in the corresponding user report.
An invoice you receive this month, is linked to the reports for the previous month (note: your reseller may issue your invoice later in the month).
➪ For example: for an invoice received in the month of February, you'll find the details in the report titled 01/2024.
MY MONTHLY REPORTS |
The monthly reports contain the details of the CodaBox Services that appear on your invoice.
They are sent in PDF format to the e-mail address indicated in the Environment Info at the bottom left in your MyCodaBox.
Depending on the CodaBox Services you have subscribed to, you can receive several types of reports:
- Bank accounts
- Mandates
- SODA
'Bank accounts' Report
This report makes a distinction between current accounts and savings accounts.
Your invoice also makes this distinction because savings accounts are delivered free of charge: for a savings account, there are no monthly recurring technical costs.
The bank accounts report displays all bank accounts that were active at the end of the month indicated (in this example in May 2021).
For example, for a June 2021 invoice showing a certain number of current accounts, this number corresponds to the number mentioned on the report titled 'Report for 05/2021'.
Important :
- CodaBox charges you in advance the monthly costs for a current account.
- For an account archived there is no pro rata refund of the monthly costs.
- There are no technical costs for the first month of delivery.
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'Mandates' Report
In this example, the CODA Mandate Report shows all mandates that became active in May.
For example, for a June 2021 invoice indicating a certain number of CODA mandates, this number corresponds to the number mentioned on the report titled 'Report for 05/2021'.
- CodaBox charges the activation costs for a mandate in the month following activation.
- If you do not receive a report for the CODA mandates, it means that no new mandate has been activated.
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'SODA' Report
In this example, the SODA Mandates Report shows all mandates that became active in May.
For example, for a June 2021 invoice showing a certain number of SODA mandates, this number corresponds to the number reported on the report titled 'Report for 05/2021'.
CodaBox charges the activation costs for a mandate in the month following activation.
If this report indicates 0 mandates, it means that there will be no activation costs on your invoice for SODA that month. The receipt of this report means you have at least 1 active SODA mandate, you will be charged for the monthly costs related to the SODA service.
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