If you want to send invoices, quotations, and other documents from your Personal or work email address, you can do that seamlessly on Refrens.


In this article, we will learn:

1. Connecting Your Email With Refrens

2. Adding More Emails 

3. Removing an Email

4. Sending Invoices, Quotations, etc. From Your Email

Note: This feature is only available for businesses with Books Pro, Sales CRM, or Premium Plus Plan. Also, only Gmail & Google Workspace emails can be connected as of now.



1. Connecting Your Email

Go to Business Settings > Email Configurations > Click on "Connect to Gmail"


You will see the following pop-up form:



Select your preferred email address.


That's it! You can now start sending emails directly from your own email address!



2. Adding More Emails


In case you want to connect other email IDs with Refrens, you can do that from "Add More"



3. Removing an Email 

Go to Options > Remove to disconnect & remove your email from Refrens.

Tip: Ensure you have enabled "Use default Refrens domain in case an active connection fails"  to ensure that your emails are always sent without any failure.


4. Sending Invoices, Quotations, etc. From Your Email


While sending emails, you will see your email ID in the Sender's Email field. In case you have added more emails, you can view & select one from the dropdown as shown below:


That's it! Click here to connect your email now!>