Become a CodaBox expert!

ContractI sign the CodaBox contract via a digital signature
OrderI 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)
MyCodaBoxI create my access to the MyCodaBox (I receive an invitation by e-mail via
Signing mandates

My client signs his/her CODA mandates. 2 methods are available:

CODA follow-upI follow the status of my mandates via MyCodaBox. Useful links:
Bank infoEach bank has its own specifications for Mandates/CODA, info in this article
DeliveryCodaBox contacts me to define the delivery method of my files (except Exact Online)
BillingI receive my 1st CodaBox invoice
MyCodaBox ExpertQuestions about MyCodaBox? Watch all our MyCodaBox Academy videos
FAQ ExpertQuestions about our Services? Check our article Looking for info in the FAQ

Manage my clients and my mandates? It's easy via MyCodaBox!

Standard functionsDescription
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 pastYou 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