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
Not OrderedCARO Service not ordered for this client.
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.
Cancelled
CodaBox no longer receives credit card statements for this client reference. The service can always be reactivated.
ProblemThis means that the card used by the cardholder, to give his agreement for the CARO Service, does not match the client reference provided in MyCodaBox when ordering the service.  Please refer to our article that describes the possible solutions to resolve this.


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



See also our related articles