Customizing accounting documents

How to customize formulas in accounting documents?
Every business has its unique way of invoicing. A traditional business will charge based on the number of goods they are selling, while an Interior Designer...
Fri, 20 Dec, 2024 at 3:59 PM
How to add discounts to your accounting documents?
There are four ways to add discounts to documents. 1) Add discounts on the total amount ₹1000 discount added on total: 2) Add Item wise discounts (Equal...
Tue, 25 Mar, 2025 at 11:07 AM
How to customize document template design?
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, 27 Jan, 2025 at 12:42 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...
Mon, 11 Nov, 2024 at 12:41 PM
How do you set the document number sequence?
Document number sequence is necessary for organized record-keeping, easy tracking, and unique identification of your accounting documents. To set a numb...
Mon, 20 May, 2024 at 11:43 AM
How to add units of measurement to your documents (and update them)?
Different businesses have different ways of measuring quantities - A company selling clothing materials might measure their products in meters, while a busi...
Tue, 4 Jun, 2024 at 3:54 PM
How to Add a Signature to documents?
Adding a signature to your invoices, quotations, and other documents gives them a more professional look. In this article, we will see how you can add a...
Wed, 30 Apr, 2025 at 3:23 PM
How to Add Custom Headers & Footers to Accounting Documents?
Adding custom headers (or letterheads) and footers to your accounting documents is an excellent way to enhance your brand presence.  It not only makes your...
Fri, 20 Dec, 2024 at 4:13 PM