Sending Bank Connection Invitations via Email
Knowledge Base Article: Sending Bank Connection Invitations via Email
Overview
This article explains how to send bank connection invitations to clients via email when you need them to add a new bank account to Ledgersync.
Important Note
The Communication Center's "Reconnect and Add New Banks Invitation" feature currently only supports SMS/text message delivery for sending targeted, specific bank invitations. It does not offer an email option for this specific feature.
To send a bank connection invitation via email, you must use the general "Add Bank" invitation method through the Client List.
How to Send Bank Connection Invitation via Email
Step-by-Step Instructions:
Navigate to Client Actions
- Click on "Client Actions" in the top navigation
- Select the "Client List" tab
Select Your Client
- Locate the client who needs to add a new bank account
- Locate the Invite Button to the right of that client
Send the Invitation
- Click the "Invite" button
- Select "By Email" as the delivery method
Client Receives Email
- The client will receive an email with an "Add Bank Connection" button
- Clicking the button will take them through a step-by-step wizard to connect their bank
When to Use Each Method
- Use Communication Center (SMS): When you know the exact bank the client needs to add and prefer to send them directly to that specific bank's connection page
- Use Client List (Email): When you want to send an email invitation and let the client select which bank to add through the wizar
Related Articles
Sending Bank URL directly from YOUR Email
It's understandable that some clients will not want to add a bank connection unless the request comes directly from the accountant/bookkeeper. In order to address this, Ledgersync now allows you two methods of copying the Ledgersync bank URL and ...Common Bank Connection Questions.
Bank Connections, Data Access, and Connection Stability Questions & Answers Question 1 When a user opens an additional account (e.g., a new card under the same bank login), must the existing connection be deleted and re-added to include the new ...What Bank Connection to Choose - Ex/ Mastercard API, Ledgersync Premium, MX
Purpose LedgerSync offers multiple bank connection options to ensure you can access the financial data you need. Choosing the correct connection type helps ensure reliable access to: Bank statements Transactions Check images This article explains ...If a bank has already been connected, will all new accounts be auto added to Ledgersync?
If a client already connected a bank to Ledgersync and the client adds new accounts under the same login details, will the new accounts be added automatically in Ledgersync? It’s a very good question and the answer depends on the type of connection ...What is the best way to manage my clients broken bank feed connections? (Video)
Handling Broken Bank Feed Connections: During this video we help demonstrate the two different ways you can notify your client about a broken bank feed. Why do BANK FEEDS usually break? The most common reason a bank feed has been interrupted is due ...