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
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