In MyCodaBox > CLIENT MANDATES & SERVICES > CARO, you will find the registration State of all your clients, eligible for the CARO Service
Filter clients by CARO service registration status
In MyCodaBox > CLIENT MANDATES & SERVICES > CARO, you can apply a filter to display all eligible clients by type of registration state
The different possible statuses for a CARO order and their meaning
CARO service status
|Not Ordered||CARO Service not ordered for this client.|
|Invitation sent||Your client has received an e-mail inviting him/her to agree to share his/her credit card statements.|
|Invitation expired||The invitation e-mail has expired, resend an new invitation.|
|Active||You receive the credit card statements for this client reference. An active status shows the date when CodaBox received the last document.|
|Cancelled||CodaBox no longer receives credit card statements for this client reference. The service can always be reactivated.|
|Problem||This means that the card:|
The registration status is 'Problem'?
|Checks to be performed in MyCodaBox||Solution|
|Does the client reference belong to a bank that supports CARO?||If the client reference doesn’t belong to a bank that supports CARO: we are working on adding more banks.|
|Does the client reference contain typos?|
If the client reference contains errors, you have to create a new CARO order, because the client reference field cannot be changed.
|Does the client reference belong to the "correct" client?|
There is a mismatch between the client and the client reference.
Deactivate CARO for this Client reference and create a new CARO order, using the correct Client/Client Reference combination.
|Does the client reference belong to another card holder from the same client?|
Edit the card holder data (e-mail and mobile phone number) to match/address the correct cardholder who needs to give his consent.
|Are the client reference and card holder details correct?|
If yes, check with your client/cardholder to see if he/she uses other business cards, and invite him/her to use the card that matches the credit card statement to agree to the CARO Service.
|Is the Client Reference linked to a new card not yet activated or blocked?|
If this is a new card:
Check with your client whether it has already been inserted into a Bancontact terminal or shop terminal (not contactless) so that the system does not recognize it as new.
If not a new card:
Check with your client whether the card or the contract has been blocked.
|If you are still experiencing problems after following the above procedures, please contact our Support team.|
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