Search and Select your customer in the CLIENTS - Client List menu.

In the details screen of your customer, under the tab Coda, you can add a bank account by clicking New Coda



In the next screen, enter the bank account(s) you want to add

  • You can add New Bank Accounts
  • Select Existing Orderable Bank Accounts: this list contains the archived bank accounts that can be ordered for this customer 

This screen also contains the list Non-orderable bank accounts: accounts that have already been requested, which are therefore being processed for this customer and can no longer be ordered.

Once you have made your selection or added , click on Save Mandate.

  • Please take note that we can't accept CODA requests for natural persons
  • The registered bank accounts can have different states
    ► More info in our related articles