Support for CodaBox

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.

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 :