What about the Services your client had subscribed to before his transfer to your Office or during his transfer to another of your platforms - which Services remain active?
Standard Transfer
The new Accountant decides which Service(s) he wants to activate :
Active Service BEFORE the Transfer | STATUS if Service ordered by the new Accountant | STATUS if Service NOT ordered by the new Accountant |
SODA - VOILA | Transferred | Canceled |
VOICI - CARO | Always Canceled |
Platform Transfer
Active Service BEFORE the Transfer | STATUS after the Transfer | |
CODA - SODA - VOICI - CARO | Always Transferred | |
VOILA | Transferred if activated during transfer![]() | Not transferred if not activated during transfer![]() |
Note: When a customer signs a contract directly with CodaBox: only the CODA Service remains active.
See also our related articles |