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 customer, under the tab Coda, you can add a bank account by clicking New Coda Mandate:


MyCodaBox Academy : How do I add a new account number?

Watch our video and in a few minutes you will learn how to create a new CODA mandate, add a bank account and manage the mandate (check its status, download/archive/delete it)


Note: the video isn't available in English but you can have a look at the FR and NL video below



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.
  • More info in our related articles