In MyCodaBox via CLIENT MANDATES & SERVICES - CARO, you will find the registration status of all your clients, eligible for the CARO Service.



The different statuses:


CARO service status

Meaning
Invitation sentYour client has received an e-mail inviting him/her to agree to share his/her credit card statements.
Invitation expiredThe invitation e-mail has expired, resend an invitation again.
ActiveYou receive the credit card statements for this client reference. An active status shows the date when CodaBox received the last document.
InactiveCodaBox no longer receives credit card statements for this client reference. The service can always be reactivated.


Filter customers by CARO service registration status


In MyCodaBox via CLIENT MANDATES & SERVICES - CARO you can apply a filter to display all eligible customers by type of registration status