Two documents are needed |
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 Company agrees that CodaBox can collect its account statements in digital format (CODA) from its bank.
- The Teletransmission Mandate: the Company agrees that CodaBox can deliver its account statements in digital format (CODA) to its accountant.
Documents signed? ➞ Support@codabox.com
Deliver the mandates to your customer yourself - always possible via MyCodaBox |
In CLIENT MANDATES & SERVICES - CODA - Manage, you will find all the possible download 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 | |
 |  Send Twikey link to your client |  | |
| MyCodaBox-Actions |  Click 'Download complete mandate' for paper version | ||
* Active bank mandate :
- After a transfer to your office, it is possible that your client already has an active bank mandate, in which case he/she does not need to sign any more bank mandates.
- If it is a KBC/CBC bank account, it is possible that the account is already active because the client has already activated the CODA in his KBC/CBC
What does CodaBox send to your customer |
If CodaBox takes care of the mandate management:
We take care of sending an e-mail to your client to retrieve the signed documents.
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 :
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 | |
➞ See also our articles |