The status of a mandate is available via MyCodaBox - CLIENT & MANDATES SERVICES - CODA - Manage
Note: The same mandate status can have several meanings, depending on:
- The bank involved (Twikey - Non Twikey - KBC/CBC or other bank)
- Who manages the mandates of your clients (You or CodaBox)
A question about mandates?
Don't wait until you can reach us by phone or e-mail, but consult our summary of the mandate statutes for which our Support team frequently receives requests:
|Sent to client + Sent by e-mail to your client|
We are waiting for the signed documents
The client can sign the documents digitally or on paper and send them to firstname.lastname@example.org
The signature method depends on the bank. You can find more info about this HERE
Your client does not react to this e-mail? We send reminders (max. 3).
|Bank procedure + Sent to the bank/Signed by Twikey/SignHere (EXCEPT KBC/CBC)|
Tthe mandate still needs to be accepted by the bank.
When we receive confirmation from the bank, the status changes (see next paragraph).
Note: Only Nagelmakers does not give confirmation of acceptance.
Bank procedure + Bank activation is done. The mandate will become active upon receiving the first CODA file
The mandate is accepted by the bank: The first CODA file will be generated as soon as there is a transaction on one of the bank accounts of this mandate. The status of the mandate in MyCodaBox will become 'Active'.
Remark: There are daily transactions (check with your client before contacting us) on one of the bank accounts, but still no CODA ?
An internal bank error may have prevented the activation of the mandate ➜ Contact email@example.com
Bank activation completed - Waiting for first CODA file + The account = KBC/CBC?
➜ It is 100% certain that the account is registered for CODA
Bank procedure + Your client needs to link each bank account in the online banking app (FOR KBC/CBC)
Check the status of each bank account, 3 possibilities:
- Activation pending from the client ➜ the client has to make the link in the banking application
- Bank activation completed - waiting for first CODA file ➜ it is 100% certain that the account is registered for CODA (but no transactions for CODA creation yet).
- Bank mandate stopped by client ➜ the client cancelled the link. To reactivate, the client has to recreate the link in the banking application
Detailed table of all possible statuses
|CODA MANDATE STATUS||DESCRIPTION||MORE INFO|
|Registered||This bank doesn’t support CODA||→ Bank NOT compatible|
The mandate will remain in this status until there is an agreement with this bank.
|Registered||In treatment||→ Compatible bank|
Our administration will check the accuracy of the data. If the data is incorrect, we will contact your offices.
|In Preparation||If an e-mail address is available, the mandate will be sent to your client||→ If CodaBox manages your clients' mandates|
|Sent To Client||Sent by e-mail to your client||Our administration department has sent the mandate to your client by e-mail.|
Sent To Client
|Invite your client to sign digitally ||→ If it concerns a bank that supports Twikey/SignHere, you can send the Twikey/SignHere link to your client. Paper documents can still be downloaded (via Actions) ***|
Sent To Client
|Download the mandate here|
→ Bank that does not support Twikey
Downloading the mandate possible via the button***
|Available Online||Provide us with the signed mandate by e-mail|
→ If you manage your clients' mandates
The mandate will not be sent by e-mail to your client. Download the mandate via the button
|Available Online||Invite your client to sign digitally ||→ If it concerns a bank that supports Twikey/SignHere, you can send the Twikey/SignHere link to your client. Paper documents can still be downloaded (via Actions) *** |
|Signed||Signed, received and in treatment||The signed documents have been received and are internally checked. CodaBox handles the mandate.|
|Bank Procedure||Sent to the bank|
Signed Via Twikey/SignHere
|The mandate signed by the client was sent to the bank.|
|Bank Procedure||Bank activation is done|
The mandate will become active upon receiving the first CODA file
|The first CODA file will be generated as soon as there is a transaction.|
Note (not KBC/CBC): There are daily transactions, but still no CODA?
An internal bank error may have prevented the activation of the mandate → Contact firstname.lastname@example.org
|Bank Procedure||Your client needs to link each bank account in the online banking app|
→ It concerns KBC/CBC Bank
More information on: KBC/CBC - CODA mandate state. Check the status of each account.
|Bank Procedure||CODA available - pending delivery|
We receive CODA files for some accounts, but your delivery method is not yet defined.
CodaBox will contact you to set up the delivery.
|Bank Procedure||Delay in activation due to an issue with client bank data Bank will contact the client or the bank agency||→ It concerns ING Bank|
You receive CODA. Check the state of each bank account to see which ones are active
|Active||No recent CODA. Check the state of each bank account for more information||More info in our article CODAs not received, CODAs missing?|
|Problem||Cannot be processed + reason||There is a problem with the mandate. See our article describing the different possible problems|
|Archived||Archived mandate||CodaBox will no longer process the mandate. If the mandate was active, you will no longer receive CODA files.|
|Archived||Deadline for activation has passed|
Can be ordered again.
|We never received CODA for the accounts on this mandate. Because the request was already open for more than 2 years, the mandate was archived.|
The account(s) can be ordered again.
See also our article Details of Mandates/Bank accounts and possible actions and our *** Related Articles