Before archiving a mandate, please note that archiving a mandate:
- Does not stop the VOILA and SODA Services.
- Stops the CARO Service, if the archived mandate is the last mandate with the bank that supports CARO.
Archiving a CODA mandate |
Archive a mandate in 3 steps
- In MyCodaBox,Select your client - in the details window of your client, go to the 'CODA' tab
- Locate the mandate to be archived and click the ... next to 'actions', and then 'Archive'
- In the pop-up window, check the box 'I understand the consequences of this action'
- Click on 'Archive'
Archiving a BNP Paribas Fortis or Belfius mandate/account
If the account to be archived is a BNP Paribas Fortis or Belfius account, after clicking on 'Archive', the pop-up below appears:
- Select 'Yes' to stop CODA billing from the bank to your client
- Check 'I understand the consequences of this action'
- Click on 'Archive'
Note: If the end client still receives CODA via other channels, the costs will continue to be charged
|
- The archived account can be ordered by following the procedure How to add a bank account for an existing client.
- The onboarding process must be restarted and your client is asked to sign the documents again.
Note: When reactivating a KBC mandate, remember to follow the KBC /CBC CODA
See also our Related Articles