General

How to Show/Hide GST and PAN Numbers in Documents?
Refrens gives you complete control over how you want to show your GST and PAN fields in documents. This helps you define if you want to - A) Show/Hid...
Mon, 21 Apr, 2025 at 7:30 PM
How to delete documents? (Individually OR in Bulk)
If you no longer require a document, there are two primary methods to delete it: 1. Individual Deletion 2. Bulk Deletion In this article, we will disc...
Mon, 28 Apr, 2025 at 5:19 PM
How to add line items (products/services) to your document?
In this article, we will learn how to add items (Products/Services) while creating documents. You can add items either as Individual/Package Items OR you c...
Tue, 6 May, 2025 at 7:19 PM
How to create accounting documents on Refrens?
Refrens helps you create multiple types of documents such as Quotations & Estimates, Invoices, Proforma Invoices (PI), Payment Receipts, Payout Receipts...
Fri, 9 May, 2025 at 5:59 PM
How to search specific documents with filters?
If you want to search for a specific invoice, quotation, or any other document, you can do so using filters on your document dashboard pages. Let'...
Mon, 9 Jun, 2025 at 12:48 PM
How to convert one document to another in 1 click?
When you create a document on Refrens, you can create supplementary or related documents from the base document in just one click. For example, you can ...
Mon, 9 Jun, 2025 at 12:56 PM