In MyCodabox, you have the following possibilities to order VOILA for your clients:
- Via Invitation: After inviting the client via MyCodabox, he will receive an e-mail from us inviting him to accept the Service.
- Via Boost activation: Thanks to the Activation via Boost, CodaBox does not need your client's confirmation!
This option is available in MyCodaBox if you sign a Boost contract.
Ordering VOILA via Invitation for 1 client |
Go to MyCodaBox > MANDATES & SERVICES > VOILA
- Select Manage in the Actions column, next to the concerned client, and click Order VOILA
The next screen appears:
- Click Order VOILA to confirm
- The order status in the VOILA screens is now Client Invited
- Your client receives an e-mail from CodaBox and needs to perform 4 quick and easy steps to give his consent.
Important: You can order VOILA without CODA - the client does not need an IBAN activated for CODA.
This procedure is also available in a short free video
On this page you can watch a short video tutorial 'How to order VOILA'. Be sure to check out our other free video tutorials, which walk you step-by-step through MyCodaBox with concrete examples.
Ordering VOILA via Boost for 1 client |
Go to MyCodaBox > MANDATES & SERVICES > VOILA
- Select Manage in the Actions column, next to the concerned client, and click Perform Boost Activation
- The next screen appears:
- Click Boost Activation for this client to confirm
- The order status in the VOILA screen is now Validation in Progress
➤ You can also order VOILA for several clients at once via BOOST |
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