Multi-Use Invitation link | CashDeck Help Centre

You can create a reusable invitation link to share in your own emails or messaging apps, instead of sending invites directly through CashDeck.

Note: Anyone with access to this link can create a new request. Please be cautious who you share it with. We recommend using the Regenerate link option periodically to rotate your links.

Setting Up the Multi-Use Link

Sign into CashDeck and navigate to the Statements page.
Click the Setup multi-use invitation link button.

This will open a screen where you can enable your link and customize its options.

Multi-Use Link Options Explained

Days to Sync

Choose how many days of account data you want to retrieve.

User Can Restrict Accounts Shared?

Yes: Clients can choose which accounts to share by removing any they don’t want to include before submitting.
No: Clients cannot remove any accounts.

Institutions Visible to Client

Not all banks support statements via our process. This setting controls which banks are visible when clients search for their bank. We recommend leaving this set to All Banks.

Disabling or Regenerating Your Link

For extra security, you can Disable your link or Regenerate a new one.

Regenerating will automatically disable any previous links you shared.
This helps prevent misuse, though it’s rare for someone to misuse these links.

How Client Files Are Delivered

Requests made through a multi-use link can only be downloaded directly via CashDeck. You have options for zip file formats, including a custom format to control file naming conventions.

Custom Report Periods

You can override the default number of days of data retrieved by adding a code to the end of your multi-use link:

Create your multi-use invitation link.
Append -days_xxx to the URL, replacing xxx with the number of days (minimum 30, maximum 365).

Example:
https://yourcashdecklink/iv/tk/4oA2dKHkbE-days_365

Inject Client Details into the Portal

By default, client details are not prefilled when using a multi-use link. The form appears blank:

If you want to prefill your client’s name, email, and optionally phone number, use the provided workbook:

Enter your multi-use link, client name, and email into the workbook fields.
The workbook will generate a customized link for you to share.
When clients use this link, their personal details will be filled automatically.

Please download a copy of the workbook below and feel free to test this out for yourself.

Multi-use link workbook.xlsx