Re-invite a client to Ledgersync

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?

There are two methods
Using the default text message from Ledgersync OR writing a custom text message with a link to the bank.

Method #1
Default Email and Text Message 

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



Method #2 
Send an invite with a custom text message and link to bank

If you want to send a very direct and pointed text message for the client to add a specific bank follow the instructions below.

1- Click on Client List Tab at the top
2- Select Communication Center
3-To the right you will "Text Message Templates"- Select Add New Template


4- Select Invitation Template. Give the template a title and write your text message (make sure to include Link to Bank)

'

5- Go the Reconnect and Add New Banks Box to the left and click on the button



6- Select the clients you want to re-invite and select the bank you want them to add (you can select > 1 bank)


7- Click next and select the template you wrote and send the text message to client

The client will receive a customized text message with a link to add the bank you have selected.  


    • Related Articles

    • How To Add My First Ledgersync Client?

      Awesome.. you have signed up to Ledgersync and now it's time to add your first client Follow the following steps to add your first client to Ledgersync 1- Click on the Red Button towards the top left "Add Client" 2) Enter in all the info on the form. ...

    • I have full access to the bank and don't want to invite the client

      What if you have full access to the client's banking and you do not want to invite them to Ledgersync? See the below article and suggestion. In the event that you have full account owner access to the bank and that the token code will come to you ...

    • Signed Up My Client But They Are Not Adding In Their Bank Connections?

      Like all products getting clients to work with accountant tools is not easy and is challenging. Here are a few tips 1- Please let the client know about Ledgersync. It's only normal that if a client receives an invitation to a product that they are ...

    • Pre-selecting banks for the client

      We now make it even easier for a client to connect a bank. How? If you know your clients needs to add Bank A,B,C to Ledgersync you can pre-select the bank for them and they will no longer need to search for the bank as you have pre-selected the banks ...

    • Working with Client Rules

      Working with Client Rules *The following information is based on the idea that you have already connected a few of your Ledgersync clients to QuickBooks Online and gone through the initial setup of the integration. Below are the instruction on how to ...