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 helpdesk@codabox.com

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/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


Detailed table of all possible statuses
CODA MANDATE STATUSDESCRIPTIONMORE INFO
RegisteredThis 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 PreparationIf an e-mail address is available, the mandate will be sent to your client→ If CodaBox manages your clients' mandates
Sent To ClientSent by e-mail to your clientOur administration department has sent the mandate to your client by e-mail.
In Preparation
Sent To Client
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. Paper documents can still be downloaded (via Actions) ***
In Preparation
Sent To Client 
Download the mandate here

→ Bank that does not support Twikey

Downloading the mandate possible via the button***

Available OnlineProvide 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 OnlineInvite 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. Paper documents can still be downloaded (via Actions) *** 
SignedSigned, received and in treatmentThe signed documents have been received and are internally checked. CodaBox handles the mandate.
Bank ProcedureSent to the bank
Signed Via Twikey/Our signing link
The mandate signed by the client was sent to the bank.
Bank ProcedureBank 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 ProcedureYour 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 ProcedureCODA 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 ProcedureDelay 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


ActiveNo recent CODA. Check the state of each bank account for more informationMore info in our article CODAs not received, CODAs missing?
ProblemCannot be processed + reasonThere is a problem with the mandate. See our article describing the different possible problems
ArchivedThe reason is clearly indicatedNote:

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.


See also our article Details of Mandates/Bank accounts and possible actions and our *** Related Articles