What this article covers
Are you changing your operating account (default invoice bank account) in Catacloud, and you already have an active CID/OCR agreement linked to the old account? Then you need to follow a specific order. If you're instead moving to Catacloud from another accounting system and activating CID for the first time, see the article Activating CID/OCR in Catacloud – moving an agreement from another system instead.
Can I have two active CID agreements at the same time?
No. There can only be one active CID/OCR agreement per client in Catacloud. If you're changing bank account, the old agreement must be deactivated before the new one can be created – the two steps cannot be done in parallel.
The order you must follow
Deactivate the old CID agreement. Go to Administration → Invoicing, the Delivery and payments section, and deactivate CID. Note: this only stops the agreement on our side in Catacloud and notifies us internally – it does not automatically end the agreement itself with Nets/the bank. That must be arranged separately by you or your bank.
Change your operating account. Go to Administration → Bank → the Bank accounts tab and set the new bank account as the default invoice bank account. This can only be done once the CID agreement has been deactivated in step 1 – Catacloud blocks changing the account as long as a CID agreement is active.
Create the new CID agreement. The new agreement is automatically linked to whichever account is now set as the operating account, so it can only be created once the operating account has been changed in step 2.
Keep an eye on outstanding invoices with the old CID number
Unpaid invoices that were already sent out with the old CID number may run into problems with automatic reconciliation after the switch, since the system no longer recognizes the old account as the invoice account.
Keep an eye on Administration → Bank → the CID/OCR payment log tab. Payments that aren't matched automatically are shown with red error text, for example «Could not find invoice via CID». On such rows you have two buttons on the right:
Retry (circular arrow) – runs the import again once the cause has been fixed
Mark as completed (checkmark) – marks the entry as handled without importing it, for when you've posted the payment manually instead
Recommendation: Keep the old bank account open and check the log regularly until all outstanding invoices with the old CID number have been paid.
When should you contact us?
Get in touch if:
You've followed the steps above but still get an error message when changing the operating account or activating the new CID agreement.
A payment stays stuck with an error status in the CID/OCR log even after you've clicked Retry.
Please provide: which client it concerns, and a screenshot of the error message.