Become a CodaBox expert!
| Topic | Description |
|---|---|
| Contract | I sign the CodaBox contract via SignHere (or via my reseller) |
| Order | I send the Excel data sheet, the Fiche signalétique/gegevensfiche, filled in with my clients' data to CodaBox (and I can make my 1st order of CODA mandates) |
| MyCodaBox | I create my access to the MyCodaBox platform (I receive an invitation by e-mail via services@codabox.com) |
| My client | Signs his/her CODA mandates. 2 methods are available:
|
| CODA follow-up | I follow the status of my mandates via MyCodaBox. Useful links:
|
| Bank info | Each bank has its own specifications for Mandates/CODA, info in this article |
| Delivery | CodaBox contacts me to define the delivery method of my files (except Exact Online) |
| Billing | I receive my 1st CodaBox invoice |
| MyCodaBox Expert | Questions about MyCodaBox? Watch all our MyCodaBox Academy videos |
| FAQ Expert | Questions about our Services? Check our article Looking for info in the FAQ |
Manage my clients and my mandates? It's easy via MyCodaBox!
| Standard functions | Description |
|---|---|
| I manage my clients and mandates | |
| I create new clients | I enter the required information* |
| I transfer the clients to my office | The transfer is completed in 5 steps* and I can receive old CODA, that CodaBox has already received from the bank |
| I ask CODA from the past | You can ask for CODA from the past via MyCodaBox* (from the date the mandate was activated) |
* A video procedure is available. See all our MyCodaBox Academy videos
See also our related articles