Refrens Knowledge Base

General FAQs 16

• How to change or recover your password?
• How to add new users, manage roles, and control access levels?
• How to add new Business on Refrens ?
• Refrens Invite & Earn Program Guide
• Whitelist Refrens to send emails using your own domain

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Invites and Credits 0

Banking and Payments 4

• How to apply the Early Pay Discount?
• Cashfree: Merchant Onboarding FAQs
• How to show details of payment received on invoices?
• How to collect payments directly from your invoices with Payment Gateway Integration? (India)

Preferences 0

Online Transactions 0

Referrals 0

Feature Walkthroughs 0

E-Invoices 14

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

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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 21

• How to customize formulas in accounting documents?
• How to add discounts to your accounting documents?
• How to customize document template design?
• How to show total tax amount summarized by different tax rates?
• How to add/update custom fields in bank account details?

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General 26

• How to share, print, and download documents?
• How to take better follow-ups with automated reminders?
• How to reset Document Series and set Financial Year for you business?
• Optimiz Performance For Documents with 10+ Line Items
• How to Bulk Upload Clients?

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Invoices 8

• How to Download Invoices in CSV or PDF?
• How to mark invoices as paid?
• 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 1

• How to send automated reminders for Quotations?

Proforma Invoices 0

Reports 6

• How to track net income/loss of a Project with tag-wise reports?
• How to track product-wise profitability?
• How to view & download the client statement and vendor statement? (SOA)
• How to check the client-wise product report?
• How to view audit trails?

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Banking & Payments 9

• 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?
• Recording Client Advances and Reconciling Them Against Future Invoices
• How to mark payment accounts as inactive & restore them?

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Bulk Upload Documents 7

• How to bulk upload invoices and other accounting documents?
• List of Country Codes, Currency codes, and GST State Codes for Bulk Uploading Documents
• Things to keep in mind while bulk uploading accounting documents
• How to bulk upload documents with "Bulk Upload (Custom Config.) option?
• How to add forex conversion rate while bulk uploading documents?

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Expense Management 5

• Purchases & Expenses: How to record, track, and manage?
• How to Utilize Debit Note Credits to Offset and Reconcile Expense Payments?
• Vendor Management: Capturing Vendor Leads, Creating Approval Workflows, Managing Vendor Onboarding, and Verifying Vendor Bank/PAN Details
• How to Create & Manage Expenditure Approval Workflows?
• How to Create & Send RFI (Request for Invoice) Links?

Inventory Management 0

Advanced Accounting & Bookkeeping 22

• 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 6

• GSTR-1 Reports: How to generate, view, and download?
• How to add e-commerce operators in the invoices for GSTR-1?
• How to create documents where Reverse Charge is applicable?
• How to download GSTR-1 report as a JSON file?
• How to Fetch, View, and Download Your GSTR-2B Purchase Reports on Refrens?

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Inventory Management 15

• How to add inventory items individually?
• How to Bulk Upload Inventory Items?
• How to auto-update your inventory?
• 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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Sales CRM 12

• How to create a new sales pipeline?
• How to upload leads in Bulk?
• How to enable lead notifications? (via email, On-site/Pop-up Alerts, and WhatsApp)
• How to Add Leads on Refrens?
• How to Manage Leads Seamlessly on Refrens?

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Forms 4

• How to publish/embed Refrens forms on your website?
• How to create a Lead Collection Form?
• Using Country codes instead of Flags in Forms
• How to Delete a Form?

IndiaMart Integration 1

• How to Fetch IndiaMart Leads into Refrens Sales CRM Automatically?

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 ?
• How to create your business profile on Refrens?
• How to get your Projects verified?
• Everything you need to know about Feed ✅
• How to Redirect Your Domain to Your Refrens Business Profile?

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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?