General FAQs

How to change or recover your password?
Let's see how you can recover your forgotten password or update the existing one. A) Recovering A Forgotten Password If you've forgotten yo...
Mon, 2 Dec, 2024 at 2:31 PM
How to add new users, manage roles, and control access levels?
Refrens is more powerful when your accountant, sales team, and all other team members are on your account. It makes it easy for you to collaborate wit...
Wed, 10 Apr, 2024 at 3:58 PM
How to add new Business on Refrens ?
You can add your business on Refrens. Go to Create Business and add your basic information and services. Share it on social media like Facebook, Twitter, Li...
Sat, 17 Dec, 2022 at 2:36 PM
Refrens Invite & Earn Program Guide
Refrens' Invite & Earn Program helps you earn rewards by inviting your network to join Refrens. This is a great way to access premium features for f...
Mon, 11 Nov, 2024 at 2:34 PM
Whitelist Refrens to send emails using your own domain
For workspaces that are enrolled in Google's Advanced Protection Program, user may have to whitelist the Refrens app to be able to send emails from thei...
Fri, 5 Jan, 2024 at 2:57 PM
How to change the currency format & decimal points?
Refrens helps you completely customize your invoices & other accounting documents according to your business needs and local practices.   In this artic...
Tue, 28 May, 2024 at 7:30 PM
How to update the email address linked to your Refrens Account?
Changed your email address or made an error during setting up your Refrens account?  No worries. You can update the email address linked with your Refrens ...
Tue, 3 Dec, 2024 at 7:04 PM
How to delete clients/prospects?
If you want to delete a client/prospect due to duplicate entries or any other reason, you can do that with ease on Refrens.  Let’s see how: Step 1: ...
Thu, 25 Jul, 2024 at 11:30 AM
How to send documents from your own WhatsApp number?
Refrens' WhatsApp Integration allows you to send important documents—like invoices, quotations, and payment reminders to clients from your own WhatsApp ...
Mon, 16 Dec, 2024 at 3:12 PM
How to Remove/Delete Your Refrens Business?
We’re sorry to hear that you're considering deleting your Refrens account.  If you're facing any challenges with the platform—whether it’s bugs, mi...
Sat, 30 Nov, 2024 at 12:28 PM