What documents must be signed by your client? Now we "arrange" this for you as well.
When you order CODAs for your client, CodaBox needs two documents completed and signed by your client to be allowed to deliver them:
- The Bank Mandate
- The Teletransmission Mandate
However, it is possible that your customer already has an active banking mandate (after a customer transfer). In this case, your customer no longer has to sign a bank mandate.
If you have chosen to delegate the management of your mandates to CodaBox
We take care of sending an e-mail to your client to retrieve this information.
Content of this email: the link or attached file(s), depends on the situation.
From now on, in order to reduce the number of administrative documents sent, we only send the necessary data via e-mail:
Content of the email sent to the client | Bank Mandate already active | Bank Mandate NOT active | |
| All banks | Twikey bank | NON Twikey bank | |
| Only the Teletransmission Mandate | Twikey link | Bank Mandate + Teletransmission Mandate | |
If you have chosen to manage your mandates by yourself
Via MyCodaBox, you can download the necessary data. Your online platform provides you with the relevant information to provide to your clients.
In CLIENT MANDATES & SERVICES - CODA - Manage, you will find all the possible actions depending on the status of the mandate and the type of bank:
| MyCodaBox button | Bank Mandate already active | Bank Mandate NOT active | |
| All banks | Twikey bank | NON Twikey bank | |
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