Invoices

All FAQ's are related to Invoices.

How can I hide my bank account details from the invoice?
By disabling the NEFT/RTGS option in the payment options screen. While creating your first invoice, this is on screen 3.   If you have created multiple inv...
Fri, 9 Oct, 2020 at 4:15 PM
How to add a new bank account or change the bank details?
While creating an invoice, at step 2 you can add a new bank account by clicking on “Add New Bank Account”.  OR You can also change bank details after c...
Fri, 9 Oct, 2020 at 4:36 PM
How to delete an unpaid invoice?
Deleting an unpaid invoice on Refrens is easy. First, Navigate to invoice dashboard and then click on the "More" option of the invoice you want to...
Thu, 19 Mar, 2020 at 5:10 PM
How to download all my invoices(bulk invoice) at a time?
Downloading invoice on Refrens is easy and simple. You can download invoices in 2 different ways with 2 different formats. 1. Download as CSV  To do...
Thu, 19 Mar, 2020 at 7:07 PM
How to hide, rename, change the data type of column or add a new column in product description?
You can now add custom columns in your invoice. Follow the below steps to create your own custom columns: Go to Create Invoice, Create quotation or Creat...
Tue, 9 Jun, 2020 at 5:08 PM
How can I mark my payment status to "Paid"?
You can record payment for your paid invoices by clicking on the “Mark Payment” button on the left side on Invoices Menu Tab to add your received payment de...
Thu, 21 Apr, 2022 at 3:26 PM
How to update invoices and quotation background with RGB ,Hexcolour codes or colour from Logo ?
You can now update your invoice or quotation background colour with a matching colour to your logo or other colours. Follow the below steps to change the ba...
Sat, 20 Jun, 2020 at 10:07 AM
How to add name or designation in the signature?
  Click on “Add Signature” And then click on “Add Label”   Add Name or Designation below. 
Fri, 5 Jun, 2020 at 2:54 PM
How to Add New Fields in Client Details in Invoice, Quotation or Proforma invoice?
  You can now add custom fields in the Billed To field in your invoice. Follow the below steps to create your own custom columns: Go to Create Invoice, C...
Tue, 9 Jun, 2020 at 4:31 PM
How to Add New Fields in Business Details in Invoice, Quotation or Proforma Invoice?
Click on the “Edit button” in the right of Business Details in the Billed By section.  A pop up will open, scroll down and click on “Add New Fie...
Fri, 5 Jun, 2020 at 3:17 PM