Options available per Client
E-mail for the delivery of purchase invoices to my client
Click on Edit to select one of the 2 options and adapt the e-mail address
Select an option: delivery to the address already configured in the client details or via a specific address for VOILA.
Enter the new e-mail address if necessary and click Save Changes
Resend e-mail verification
The verification of your client's e-mail address can be resent via MyCodaBox > CLIENTS MANDATES & SERVICES > VOILA. Find your client in the list and click on his/her name to display his/her details > VOILA tab, under Settings, click on ResendImportant: as long as your client's e-mail address is not 'Verified' in MyCodaBox, we cannot send him/her the purchase invoices. So don't hesitate to use this function to speed up the verification process.
Add/remove Zoomit bank accounts
Stop the VOILA Service for my client
Options available for my Office
Delivery of purchase invoices in my accounting software
Purchase invoices are delivered via the delivery method of your choice
Do you only want to receive purchase invoices in your software connected to the CodaBox API (e.g. ClearFacts) and not in any other way / via another software?Activate the option available for each client individually in MyCodaBox > CLIENTS > Clients list > Search for your client/client details > VOILA tab > Settings
Note: Before activating this option, please contact your software provider to check if this is possible in your package.
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