Refrens
Welcome
Login
Home
Solutions
Enter your search term here...
Search
Login
to submit a new ticket
Check ticket status
Knowledge base
Frequently Asked Questions
General FAQs
7
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 ?
View all 7
Invites and Credits
0
Pricing And Platform Fees
0
Preferences
0
Online Transactions
0
Referrals
0
Feature Walkthroughs
0
Accounting & Payments
E-Invoices
7
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?
View all 7
E-way Bills
3
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?
Customizing accounting documents
10
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?
View all 10
General
12
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
View all 12
Invoices
4
How to download all my invoices(bulk invoice download)?
How to use the “Mark Paid” feature to keep a detailed record of Invoice Payments?
How to create Invoices on Refrens?
How to create Proforma Invoices on Refrens?
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
5
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?
Bulk Upload Documents
7
How to bulk upload invoices and other accounting documents?
List of All Country & Currency codes for Bulk Upload Invoice
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?
View all 7
Expense Management
1
Expense Management: How to record expenses, track payment statuses, and generate expense reports
Inventory Management
1
How to add items in your inventory and adjust/auto-update stock?
Advanced Accounting & Bookkeeping
15
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?
View all 15
GST Reports
3
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?
Lead Management
Sales CRM
6
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?
View all 6
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
1
How to Fetch IndiaMart Leads into Refrens Sales CRM Automatically?
Profiles
Profile
5
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?
Profile and Service
0
Premium Features
Premium Features
0
Books API
1
Trigger emails for all your documents via API
Help Desk Software
by Freshdesk