Client Management

Create new client
Go to MyCodaBox and easily create a new customer via the menu CLIENTS - New Client. Enter the required information about your customer in the next screen a...
Thu, 24 Jun, 2021 at 9:34 AM
Request a platform transfer
As an Accounting Office, client of CodaBox, which works with several accounting software, you also have access to several MyCodaBox platforms. See our page ...
Wed, 14 Apr, 2021 at 6:05 PM
Update my client's data
To Manage/Adapt your Client's data, go to your MyCodaBox platform In Clients - Client List, search for your Client and display his details in Client I...
Wed, 26 May, 2021 at 3:42 PM
Deactivate a Client
Does your Client leave your office or does he no longer want to use CodaBox Services? → Simply cancel all Mandates and Services of this Client: The accou...
Mon, 21 Jun, 2021 at 11:27 AM
Confirmation of the email address
Just like you register on a web shop, CodaBox asks the client to confirm his email address. Why? CodaBox wants to deliver documents to your client in a...
Thu, 27 May, 2021 at 9:58 AM
Verification of my client's email address
The latest version of MyCodaBox allows now the Fiduciary to check whether his client's email address has already been verified. The purpose of this...
Fri, 28 May, 2021 at 8:40 AM
Steps to validate the e-mail address
Your client receives an e-mail from CodaBox  ► Subject: 'Please confirm your e-mail address' Email content Information about his company  ...
Thu, 26 Aug, 2021 at 1:38 PM
I confirm my e-mail address, does my accountant still receive my CODA/SODA/Purchase invoices?
The verification of your e-mail address has no impact on the delivery of your CODA/SODA/Purchase Invoices, which will always be sent in parallel to your Acc...
Fri, 28 May, 2021 at 11:46 AM
How can I adapt the contact details of my accounting office?
Any request to adapt the contact details of your accounting office should be sent to Support@codabox.com ► See also our related articles
Fri, 28 May, 2021 at 11:59 AM