General

How to share Invoices/Quotations with your clients?
In this article, we will discuss all the different ways you can share your invoice and other accounting documents with your clients.  Depending on yo...
Tue, 20 Dec, 2022 at 1:15 PM
How to take better follow-ups with automated reminders?
Reminding your clients to pay their unpaid invoices is a huge pain. You have to keep sending them reminders every now and then to collect your dues. Doing t...
Thu, 11 Apr, 2024 at 7:22 PM
What all reports does Refrens provide?
Refrens also show different types of reports for easy management of various activities. You can filter these reports by Date range, Clients, and Vendor Name...
Tue, 20 Dec, 2022 at 3:18 PM
How to reset Document Series and set Financial Year for you business?
1. Setting Financial Year To set the financial year for your business, go to Business Settings > Accounting & Inventory > Taxation and Bi...
Sat, 8 Apr, 2023 at 4:28 PM
Optimize Performance For Documents with 10+ Line Items
Creating & editing invoices, quotations, and other documents with large no. of items is now smoother & effortless. Go to Business Settings > ...
Tue, 1 Aug, 2023 at 1:30 PM
How to Bulk Upload Clients?
To upload Clients in bulk, go to Clients & Leads > Clients & Prospects > Click on the "Add Client" Dropdown > Click "Upload...
Wed, 17 Apr, 2024 at 1:10 PM
How to add cess in accounting documents?
Cess can be added as an additional tax in your invoices and other accounting documents. You can also add more than one cess in a single accounting document....
Fri, 8 Sep, 2023 at 8:31 AM
How to start recording TDS?
Our TDS (Tax Deducted at Source) recording feature is by default enabled for businesses based in India & Bangladesh.   Businesses from other countries ...
Wed, 25 Oct, 2023 at 4:20 PM
How to add Shipping Addresses in documents?
If your shipping addresses are different than the billing addresses, you can add them separately while creating a document. When you are creating a docume...
Tue, 31 Oct, 2023 at 3:10 PM
How to create recurring Invoices/Expenses on Refrens?
If you are a business working on retainer projects OR subscription-based offerings, you may need to create the same invoices every month. Not only that, but...
Thu, 18 Apr, 2024 at 11:30 AM