CODA mandates - states?
Modified on: Tue, 4 May, 2021 at 11:21 AM
The status of a mandate is available via MyCodaBox - CLIENT & MANDATES SERVICES - CODA - Manage
The same mandate status can have several meanings, depending on:
- The bank involved (Twikey - Non Twikey - KBC or other bank)
- Who manages the mandates of your clients (You or CodaBox)
Here is an overview of the possible states of a CODA mandate:
|CODA MANDATE STATUS||DESCRIPTION||MORE INFO|
|Pre-treatment||This bank doesn’t support CODA||→ Bank NOT compatible|
The mandate will remain in this status until there is an agreement with this bank.
|Pre-treatment||In treatment||→ Compatible bank|
Our administration department has imported your data sheet into our system. Our administration department checks the accuracy of the data. If the data is incorrect, we will contact your fiduciary.
|Prepared||If an email address is available, the mandate will be sent to your customer||→ If CodaBox manages your clients' mandates|
|Sent-client||Sent by email to your customer||Our administration department has sent the mandate to your client by email.|
|Invite your customer to sign digitally via Twikey||→ If it is a bank that supports Twikey, you can send the Twikey link to your client. Paper documents can still be downloaded (via Actions) ***|
|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 email|
→ If you manage your clients' mandates
The mandate will not be sent by email to your client. Download the mandate via the button
|Available-online||Invite your customer to sign digitally via Twikey||→ If it is a bank that supports Twikey, you can send the Twikey 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||The mandate signed by the client (paper version) was sent to the bank.|
|Bank-Procedure||Bank activation is done. The mandate will become active when receiving the first CODA file||The first CODA file will be generated as soon as there is a transaction on this bank account.|
|Bank-Procedure||Your customer needs to link each bank account in his online bank app|
→ It concerns KBC/CBC Bank
More information on: KBC/CBC - CODA mandate state. Check the status of each account.
|Bank-Procedure||Signed via Twikey||The mandate was signed digitally by the client and sent to the bank.|
|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 bankdata. 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. Our administrative department will contact you. 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. See also the Note in the Bank procedure status.|
|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.
Did you find it helpful?
Sorry we couldn't be helpful. Help us improve this article with your feedback.