Customizing accounting documents

How to add more details in Business/Client details in accounting documents with custom fields?
If you want to add more details in your business/client details in the Billed To/Billed by section in your invoices & other accounting documents, you c...
Fri, 3 Feb, 2023 at 8:37 PM
How to hide, rename, change the data type of column or add a new column in product description?
1. To add or edit a column in your invoice, click on  “Rename/Add Fields” while creating an invoice or any other accounting document. 2. You will see a n...
Fri, 3 Feb, 2023 at 8:56 PM
How to add custom fields in your Invoices, Quotations, or Proforma Invoices
Adding Custom fields to your document headers can help give your clients more context and you can do that easily and quickly with Refrens!  Let’s see ho...
Mon, 19 Dec, 2022 at 7:57 PM
How to customize columns and formulas in your Quotations or Invoices?
Every business has its unique way of accounting. A traditional business will charge based on the number of goods they are selling, while an Interior Designe...
Sat, 27 Jan, 2024 at 5:40 PM
How to add discounts to your Quotation and Invoices?
Calculating and adding discounts manually can take a lot of time but now you can do that easily and quickly with Refrens!  Let’s see how! Suppose yo...
Mon, 19 Dec, 2022 at 8:01 PM
How to add custom branding elements to your documents?
Whenever you are sharing an Invoice, quotation, or any other accounting document with your clients; you would want to ensure that it follows your business’ ...
Mon, 19 Dec, 2022 at 8:00 PM
How to send invoice emails from your own Email Address?
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 a...
Tue, 21 Nov, 2023 at 6:37 PM
How to show total tax amount summarized by different tax rates?
If your invoice contains multiple line items with different tax rates, you can show the total tax amount summarised by different tax rates. For example,...
Fri, 19 Apr, 2024 at 2:24 PM
How to add/update custom fields in bank account details?
If you want to show additional details like bank branch, country-specific codes, and any other information in bank account details, you can do that by addin...
Fri, 19 Apr, 2024 at 2:47 PM
How to add GST rates to invoices?
Refrens gives you the flexibility to add all types of tax rates according to your business needs & local regulations. If you are an Indian business l...
Fri, 19 Apr, 2024 at 5:18 PM