The status of a mandate is available via MyCodaBox - 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:
Awaiting signature + Sent to the email address
We are waiting for the signed documents
The client can sign the documents digitally or on paper and send them to helpdesk@codabox.comThe 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/Digital signature (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 helpdesk@codabox.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
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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 | | Awaiting signature | Sent to the email address | Our administration department has sent the mandate to your client by e-mail. | In Preparation /
Awaiting signature | Invite your client to sign digitally | → If it concerns a bank that supports Twikey/Digital signature (CodaBox-sign), you can send the Twikey/Digital signature (CodaBox-sign) link to your client. | In Preparation /
Awaiting signature | Download the mandate here | → Bank that does not support Twikey Downloading the mandate possible via the button
| | Awaiting signature | Invite the accountholder to sign digitally | → If you manage your clients' mandates
The mandate will not be sent by e-mail to your client. Copy the signing link, if it is a bank that supports Twikey/Digital signature (CodaBox-sign), or download the mandate and send the link/mandate to your client. | | 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/Our signing link
| 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 helpdesk@codabox.com | | 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 | | Active | 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 | The reason is clearly indicated | Note: The different descriptions/reasons that are displayed with the 'Archived' status, are currently being improved to make them clearer and more understandable. They will be implemented progressively with the updates of your MyCodaBox. |
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See also our article Details of Mandates/Bank accounts and possible actions and our *** Related Articles
