You can send email and text message invitations to new and existing users on your Receipt Bank account. This will introduce the software, and provide links to download to the Mobile App.
When creating a new user on your Receipt Bank account [or if you're an Accountant or Bookkeeper creating a new Client Account], tick the 'Notify user via e-mail' or 'Notify user via SMS' boxes to send an email or text message to the provided Email address or Mobile Number.
This will immediately send an email or text invite with an introduction to Receipt Bank and a link to access the Receipt Bank Mobile App.
|Example of Email Invitation||Example of SMS Invitation|
To invite an existing Account User to Receipt Bank, navigate to the 'Account Settings'>'Maintain Users' page, find the user you want to invite, and then click 'Manage' and 'Invite'.