Where do I find the CID setting in Catacloud?
Are you changing your bank account in Catacloud and need a new CID agreement on the new account? This article covers activating CID when you're moving to Catacloud from another accounting system. If you're instead changing your operating account while already a Catacloud customer with an active CID agreement, see the article «Changing bank account (operating account) when you have an active CID agreement» instead.
Go to Administration → Module settings → Invoicing. Under the Delivery and payments section you'll find the toggle for CID number.
Note that costs may apply when activating and using CID.
Why do I get an error message when I try to activate CID?
Catacloud can only create a new CID agreement if there isn't already an active agreement with the bank. If you're coming from another accounting system and already have a CID agreement there, you'll get the following error message when you click Activate KID:
This happens because the bank has already registered an agreement with another system as the data recipient. Catacloud sees this agreement and can't create a new one as long as it exists.
What do you need to do?
You have two options:
Option 1: Deactivate CID in the previous system, then activate in Catacloud
Log in to the previous accounting system and deactivate the CID/OCR agreement there.
Wait a few days until the bank has updated and the agreement has been removed.
Go back to Catacloud (Administration → Module settings → Invoicing → CID number) and turn on the toggle – this should now work without an error message.
NB: It can take 1–3 business days from when you deactivate in the other system until the bank is synchronized. Feel free to try again the next day if it doesn't work right away.
Option 2: Send a registration form to the bank
If you don't have access to deactivate CID in the previous system, or you want to move the agreement directly, you must send a registration form to the bank.
This is also the way to go if you want to register Catacloud as a data recipient without deactivating an existing KID agreement in another system first – for example during a transition period. How many KID/OCR agreements an account can have with the bank at the same time is controlled by the bank (Nets / Mastercard Payment Services), not by Catacloud. In Catacloud there is one KID agreement per client.
Fill in the form with the following information:
Data recipient (item 11): 00227283 (Catacloud)
Modulus: Mod 10
CID length: 16 (incl. check digit)
Download the registration form here:
Send the completed form to your bank.
Example of how to fill in the form
Customer: Your company name
Org. no.: Your organization number
Account number: Your account number
Data recipient/Customer unit ID: 00227283 (Catacloud)
CID length: 16
Modulus: 10
When should you contact us?
Get in touch if you have followed the steps above and still can't activate CID in Catacloud. Please provide:
Which client/company it concerns
Which error message you're getting (a screenshot is helpful)
Whether you have deactivated the agreement in the previous system, and when this was done