Client Management
I transfer a client to my office in 5 steps Do you want to transfer a client, who already has an active account with CodaBox, to your Office? In MyCodaBox...
Tue, 20 Jun, 2023 at 4:24 PM
Platform Transfer If you want to transfer a client folder to another of your MyCodaBox platforms, you can request this transfer, as well as the resending...
Tue, 20 Jun, 2023 at 4:26 PM
Create a new client Easily create a new client via MyCodaBox Easily create a new client via MyCodaBox > CLIENTS > New Client In the screen that...
Mon, 3 Jul, 2023 at 4:32 PM
Follow these steps Adding an account for an existing client To add a bank account for an existing client, go to MyCodaBox and search and select your c...
Fri, 24 Feb, 2023 at 11:33 AM
Update my client's data I adapt my client's data via MyCodaBox In MyCodaBox > Clients > Client List > Search for your Client > In the...
Tue, 11 Jul, 2023 at 2:51 PM
In MyCodaBox > CLIENTS > Client Transfers List you will find an overview of your client transfers. This list contains two tabs - each tab gives you ...
Mon, 30 Jan, 2023 at 4:00 PM
CodaBox is often asked to deliver CODA to your office as well as to your client. However, this is only possible in certain circumstances. Read our options b...
Fri, 31 Mar, 2023 at 8:41 AM
CodaBox verifies my client's email address Just like you register on a web shop, CodaBox asks the client to confirm his email address Why? CodaBox ...
Fri, 20 Jan, 2023 at 2:32 PM
Why archive a client in MyCodaBox? You no longer want to see one of your clients in your MyCodaBox platform for one of the following reasons: The c...
Wed, 5 Apr, 2023 at 2:53 PM
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...
Wed, 21 Sep, 2022 at 2:27 PM