Refrens also show different types of reports for easy management of various activities. You can filter these reports by Date range, Clients, and Vendor Name and download report as a CSV file.
Client Reports
This section helps to manage all client related activities. It gives a tabular overview of all of your total invoices, invoiced amount, due amount, and taxes filtered by clients. You can also edit and update client details which will be saved for future invoices.
Payment Reports
This section brings all confirmed payments received on a single screen for better managing and monitoring. It gives a graphical and tabular summary with invoice no, Payment mode status, etc.
TDS Reports
This tab gives a graphical and tabular summary of all invoices with Invoice No, TDS collected, etc. You can also mark confirmation when TDS certificate is received against a payment
GST Reports
It gives a graphical and tabular overview of all GST collected from your invoices with client Name, GST type, GST number, etc. It will save your time, effort, and minimize your hassles to file your taxes. You can also download the report in a CSV format.
Vendor Reports
This helps to manage all vendor related activities. It gives a tabular overview of all of your total expenditures, amount, due amount filtered by vendor names.