Follow

Invite your clients via SMS!

When you add a new client, there is now the option to notify them via SMS. This feature sends a free SMS message to your client, containing a URL for them to download the Receipt Bank mobile app.

1. To add a new client, select 'Client management' -> ‘New Client’ and select the account type:

Screen_Shot_2017-02-28_at_11.29.26.png

2. Fill in all your client’s details. You need to select ‘Grant Access’ -> ‘Yes’
3. Enter your client’s mobile number, and select ‘Notify Client via SMS’.

4.Selecting this option will send an SMS containing a URL to your client. Following this link will let them download the app.
5. Once they’ve opened the app, they can create a personal password then ‘Save & Login’.
6. Your client will now be connected to your account! They can start uploading items straight away.

 

You can also invite existing account users via SMS, by going to the 'Maintain users' section of your client's account.

 

 

Was this article helpful?
3 out of 3 found this helpful

Comments

Powered by Zendesk