Follow these steps


Adding an account for an existing client

To add a bank account for an existing client, go to MyCodaBox and search and select your client in the CLIENTS - Client List menu. In the details screen of your client, under the tab Coda, you can add a bank account by clicking New Coda Mandate:

Notes:

  • The list of Existing orderable bank accounts = The archived bank accounts for this client that can be ordered.
  • The list of Not orderable bank accounts = Accounts that have already been requested and are therefore being processed for this client and can no longer be ordered.


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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