Via MyCodaBox, we offer you the possibility to directly download your clients' credit card statements.
How to proceed?
- You order CARO for your client via MyCodaBox
- Your client activates the Service by giving his agreement via an activation link.
- As soon as a credit card statement is available, you can download it (for 24 months) via MyCodaBox.
Download credit card statements
In MyCodaBox, CLIENT MANDATES & SERVICES - CARO - Look for the client for whom you wish to download the credit card statements, click on Manage
In this screen, you have access to the State of all CARO requests made for this client.
→ Download is available for Client References with Active status
Note: The column 'Last file received on' gives an overview of the date of the last download for active client references. This allows you to detect references for which there is no recent movement, in this case the date is displayed in orange.
Next, click on Download to get the available CARO files
Select the period and click Download
→ The statements are downloaded in a .zip file whose name is composed of CARO + the period you have chosen to download. For example CARO - 202007.zip
|The .zip file is downloaded to the folder that is configured in your browser settings. |
See our article How to choose the location for downloading credit card statements if you want to adjust this setting.