General FAQs

How to Add New Businesses and Switch Between Them?
If you are running multiple businesses, branches, or franchises, you can add them all to Refrens and manage them with single credentials. Let’s see how: ...
Fri, 4 Apr, 2025 at 6:35 PM
How to Make Your Profile Public or Private?
Refrens Business Profile helps you build an online presence for your business. By default, your Refrens Profile is public (i.e., visible to everyone). But...
Mon, 14 Apr, 2025 at 6:14 PM
How to change your business name and logo?
There are two ways to make changes to your business name and logo: 1. From Business Profile (Reflects on your business profile) 2. From Documents (Reflects...
Thu, 17 Apr, 2025 at 7:13 PM
How to add/update Tax Information in documents? (GST/VAT/SST/TIN)
If you want to add/edit tax information for your business OR for your clients/vendors, you can do that in two ways: 1. From the Document Creation Page 2. ...
Fri, 9 May, 2025 at 2:02 PM
How to send emails from your own Email Address? (Gmail/Outlook/Custom Domain - SMTP)
By default, all your emails are sent from the System email (i.e., refrens.com domain). However, we highly recommend sending emails from your personal or wor...
Wed, 30 Apr, 2025 at 12:26 PM
How to Add/Edit Client Details? (Billing, Shipping, Tax, and other details)
To add a new client OR edit existing client details, firstly navigate to Sidebar > Clients and Vendors > Clients and Prospects:  Now, if you ...
Wed, 11 Jun, 2025 at 11:40 AM