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 or email from Ledgersync, OR writing a custom message with a link to the bank.

Method #1 Default Email and Text Message

1. Go to the Client Actions tab and open Client List
2. Find the client
3. Make sure the email and phone number are correct (use Edit on the client's row to fix them)
4. Click on Invite and choose By Email or By SMS to send the invitation to the client

Before an email invitation goes out, Ledgersync asks you to confirm, because it creates a new password for the client.

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

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

1. Click on Client Actions at the top
2. Select the Communication Center tab
3. To the right you will see Edit/Add Text Template Messages. Select Add New Template
4. For Template Type select Invitation, pick the Template Channel (SMS or Email), give the template a name and write your message. Make sure to include the Link to Bank placeholder; the template cannot be saved without it
5. Go to the Reconnect and Add New Banks Invitation box to the left and click the Reconnect and Add Banks button
6. Select the clients you want to re-invite and select the bank you want them to add (you can select more than one bank)
7. Click Next, select the template you wrote, click Next again and click Send Invitation

The client will receive your message with a link to add the bank you selected. If you selected more than one bank, the client receives a separate message and link for each bank.