Refrens

General FAQs 10

• How to recover my password?
• How can I remove my business from Refrens?
• How can I change my password?
• How to add new users, manage roles, and control access levels?
• How to add new Business on Refrens ?

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Invites and Credits 0

Pricing And Platform Fees 0

Preferences 0

Online Transactions 0

Referrals 0

Feature Walkthroughs 0

E-Invoices 10

• How to Create GSP User Name and Password to Generate IRN(E-Invoice) on Refrens?
• How to Generate IRN (E-invoice) through Refrens?
• Generate IRN for SEZ and Export e-invoices
• Generate IRN for Credit and Debit Notes
• How to enable signed QR codes in IRN generated documents?

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E-way Bills 4

• How to generate E-way Bills on Refrens?
• How to Create GSP User Name and Password to Generate E-way Bills on Refrens?
• How to cancel an E-way Bill?
• How to generate E-way Bills without transporter details?

Customizing accounting documents 17

• How to add more details in Business/Client details in accounting documents with custom fields?
• How to hide, rename, change the data type of column or add a new column in product description?
• How to add custom fields in your Invoices, Quotations, or Proforma Invoices
• How to customize columns and formulas in your Quotations or Invoices?
• How to add discounts to your Quotation and Invoices?

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General 15

• How to share Invoices/Quotations with your clients?
• How to take better follow-ups with automated reminders?
• What all reports does Refrens provide?
• How to reset Document Series and set Financial Year for you business?
• Optimize Performance For Documents with 10+ Line Items

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Invoices 6

• How to Download Invoices in CSV or PDF?
• How to record a payment received against an Invoice ?
• How to create Invoices on Refrens?
• How to create Proforma Invoices on Refrens?
• How to remove payment from the invoice?

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Quotations 2

• Can I create Invoice or Proforma Invoice from Quotations?
• How to send automated reminders for Quotations?

Proforma Invoices 0

Reports 2

• How to track net income/loss of a Project with tag-wise reports?
• How to track product-wise profitability?

Banking & Payments 8

• Payment Accounts on Refrens: Everything You Need to Know
• How to generate Payment Receipts?
• How to Generate Payment Receipts for Lump-Sum Payments Received Against Multiple Invoices?
• How to generate Payment Receipts for Payment Received in Advance?
• How to mark payment accounts as inactive & restore them?

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Bulk Upload Documents 8

• How to bulk upload invoices and other accounting documents?
• List of Country Codes, Currency codes, and GST State Codes for Bulk Uploading Documents
• How to add custom fields and multiple line items while bulk uploading?
• How to add custom fields for footer section using bulk upload?
• How to add custom fields for additional charges using bulk upload?

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Expense Management 2

• Purchases & Expenses: How to record, track, and manage?
• How to Utilize Debit Note Credits to Offset and Reconcile Expense Payments?

Inventory Management 6

• How to add items in your inventory?
• How to Bulk Upload Inventory Items?
• How to adjust/auto-update stock?
• How to configure which price to fetch while adding an item in documents? (Last Used Price Vs Standard Price)
• Managing Products, Services, and One Time Items in Inventory and Invoices

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Advanced Accounting & Bookkeeping 16

• Migrate your data out of Quickbooks to Refrens
• What to do once your documents are synced successfully?
• Introduction to advanced accounting on Refrens
• What are account groups, categories, and types?
• How to create, edit, and download account groups?

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GST Reports 5

• Get GSTR-1 Reports easily on Refrens!
• How to add e-commerce operators in the invoices for GSTR-1?
• How to create documents where Reverse Charge is applicable?
• How to generate a JSON to file your GSTR-1 Reports from Refrens
• How to Fetch, View, and Download Your GSTR-2B Purchase Reports on Refrens?

Sales CRM 9

• Lead Management: Creating sales pipelines, assigning stages, and adding labels
• How to upload leads in Bulk?
• How to enable WhatsApp & On-site alerts for new leads?
• How to Add Leads on Refrens?
• How to Manage Leads Seamlessly on Refrens?

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Forms 3

• How to publish/embed Refrens forms on your website?
• How to create a Lead Collection Form?
• How to Delete a Form?

IndiaMart Integration 2

• How to Fetch IndiaMart Leads into Refrens Sales CRM Automatically?
• How to generate Pull API key from IndiaMART?

Meta Integration (Facebook & Instagram) 1

• How to automatically fetch leads from Facebook & Instagram accounts to Refrens?

Profile 6

• How to share Business Profile to get more Leads ?
• Update your Business Profile in 3 simple steps
• How to get your Projects verified?
• Everything you need to know about Feed ✅
• How to create your business profile on Refrens?

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Profile and Service 0

Premium Features 0

Books API 2

• How to trigger emails for all your documents via API?
• How to generate Invoice API Keys for your Refrens Account?