Re-invite a client to Ledgersync

How to invite a client to Ledgersync if the first time when adding them you did not invite them?

Say for example you added a client to Ledgersync and you decided to add the bank connection yourself. Later on that client has a new bank and you don't have access to that bank. You want the client to add the bank themselves. How do  you make a request for them to add the bank?

The process simple!

1) Go the client actions tab

2) Select the client

3) Make  sure the email and phone number is correct

4) Click on "Invite" and  send an SMS or Email invitation to the client

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