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 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.
| Prepared
Sent-client | 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) *** | Prepared
Sent-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 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
| | 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. 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.
|
|
See also our article Details of Mandates/Bank accounts and possible actions
