Downloading & Sharing Documents

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General Documents Settings

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Bulk Uploading Documents

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Creating Documents

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Customizing Documents

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• How to bulk upload invoices and other accounting documents?

  Refrens helps you automatically create invoices and other documents in bulk via CSV files. In this article, we will learn by taking the example of bulk uploading invoices. you can follow the same process for other documents. To bulk upload invoices, go to your invoice dashboard on the top right side, click on the dropdown menu beside the "Create New Invoice" button Select "Bulk Upload Invoices" OR "Bulk Upload Invoices (custom Config.)". (The difference between these two options is explPopular

• 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 will price their services on a per-square-foot basis, and a Content Writer will charge based on the number of words or articles they have to write. Refrens enables you to easily customize columns & formulas according to your business requirements. Let's see how: Simple Columns & Formulas Customization Watch this video to learn how toPopular

• How to create salary accounts & record employee salaries?

  With Refrens, you can create & manage employee accounts, record salaries & reimbursements, and other employee expenses with ease! Let’s see how! Creating Salary Accounts There are two ways you can manage employee salaries on Refrens - 1A) Create different salary accounts for each employee OR 1B) Create a single salary account to record all employee salaries in one place. (https://storage.crisp.chat/users/helpdesk/website/9909c89974470000/cb0f37f2-809a-4e64-bf2e-22b6dajazyg7Popular

• How to add discounts in your accounting documents?

  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 you are an interior designer, and you have prepared this quotation for your client. But before sending this to your client, you may also want to add some discount in the quotation. Now there are two ways to do that. You can give a discoPopular

• How to Add QR Codes to Documents?

  You can easily add QR codes to your invoices and other accounting documents on Refrens to display important details like the document number, due date, total amount, and more when these codes are scanned. Enabling QR CodesTo enable QR codes, go to Business Settings Accounting Options Add QR Codes to Documents and turn the toggle on as shown below:Configuring QR Code VisibilPopular

• How to create a Credit/Debit Note?

  There are two ways to create a credit note: Converting an existing invoice into a credit note Creating a credit note from scratch 1. Converting an existing invoice into a credit note You can issue a credit note against an invoice in just a few clicks! Let’s see how. First, go to the Invoicing Dashboard select the invoice for which you wish to create a credit note click “More” > click “Create Credit Note” as highlighted below: (https://storage.crisp.chat/users/helpdesk/wPopular

• How to add items in your inventory?

  To stay on top of your business, you will need to keep track of your inventory. And Refrens' Inventory Management suite helps you do that and more. The Inventory Management contains a full suite of features that help you add, manage and automate your inventory with invoices and expenses. Set it up once and Refrens will take care of everything else. Adding inventory To add items to your inventory, click on the “inventory” option from the sidebar menu. (https://storage.crisp.chat/users/hePopular

• How to generate Payment Receipts for Payment Received in Advance?

  Every time you receive advance payments from clients, it is important to send them a Payment Receipt. A Payment Receipt serves as proof that the payment has been made and received. It is also necessary for financial record keeping, taxation, and potential dispute resolution in the future. Go to sidebar Accounting Payment Receipts Click on "Create Payment Receipt” You will sePopular

• 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 looking to add GST to your invoices and other documents, you can do that as well. Not just that, you can also choose between IGST & CGST+SGST and add cess as well if required. Let’s see how: Step 1: Click on “Configure Tax/Add Tax” While creating an invoice or any other document, click on an option called “Configure Tax/Add Tax” ( You will see thiPopular

• How to add tags to invoices & other documents?

  Tagging helps you keep your invoices & other documents organized for easier tracking & sorting. There are three different ways you can tag documents: Tagging one document at a time Tagging documents directly from the dashboard pages Tagging multiple documents at once with the bulk tagging option Let's take a look at all three options in detail: 1. Tagging one document at a time While creating a document, you can go to the document preview page & add a tag from the suPopular

• How to Utilize Debit Note Credits to Offset and Reconcile Expense Payments?

  You can apply debit note credits to offset and reconcile payments for purchases from the same vendor. Let’s walk through the process. Example Scenario:Suppose you made a purchase worth ₹1,53,000 from a vendor. You’ve recorded this as a Purchase Invoice in Refrens, as shown below: After receiving the invoice, you discover that some items were either defective or missing. To address this, you’ll need to create a debit note for the returned or faulty items. Step 1: Creating a Debit Note InFew readers

• 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 your needs, you can either share your documents manually by taking a printout, downloading a PDF, or copying the link; or you can share the documents directly via Email or Whatsapp. Once your document is created, you will see the different options to share your invoice at the top as well as the bottom. (https://storage.crisp.chat/users/helpdesk/wFew readers

• How to manage stock transfers? (Individual & Bulk Transfers)

  If you are managing your inventory in different Warehouses OR managing your raw goods and finished goods at separate locations, you might need to handle stock transfer between these locations/Warehouses. Let's see how Refrens helps you do that seamlessly! Individual Stock Transfer To transfer the stock of a particular item from one Warehouse to another, go to that particular item from your inventory dashboard click "More" click "Transfer Warehouse Stock": (https://storage.crisp.chFew readers

• How to Simplify Your Document Approval Workflow with 1-Click Acceptance?

  Managing approvals for documents like quotations and invoices often feels tedious and time-consuming. The back-and-forth communication can slow down your workflow and lead to unnecessary delays. With the 1-Click Document Acceptance feature, this process becomes seamless and efficient. Clients can approve your documents instantly with just one click, saving time and effort for everyone involved. Additionally, this feature enhances security by incorporating email verification, ensuring every appFew readers

• Generate IRN for SEZ and Export e-invoices

  With Advanced Supply Type options, you can now easily generate IRNs for all your invoices including while billing to SEZ and Export clients. Supply Type A Supply Type in an e-invoice denotes the categories of the two parties involved in the transaction. The following supply types are included in the GST: B2B: Business to Business B2C: Business to Consumer SEZ: Selling to either a Registered SEZ Unit or a SEZ Developer  SEZ, with Payment SEZ, without Payment Export: BilFew readers

• Essential Financial Year-End Activities For Your Business

  As FY ‘24 ends and FY ‘25 starts, there are a range of activities we recommend doing on Refrens to ensure accurate financial reporting, compliance with regulatory requirements, and preparation for the upcoming year. Let’s see what you need to take care of: Reset Document Number Series At the end of each financial year, it is recommended to reset your document number series. This helps you - Organize your financial records, making it easier to track transactions and maintain accurate accoFew readers

• How to Mark Expense Items Eligible For Input Tax Credits?

  Let's see how you can easily mark items that are eligible for Input Tax Credits (ITC). While recording expenses,  just click on select ITC & select whether that particular item is eligible or ineligible for ITC. If you are an advanced accounting user, you can also see that the GST paid for the items eligible for ITC will show up under Asset Current Assets Input Duties & TaxesFew readers

• How to enable signed QR codes in IRN generated documents?

  To replace regular QR codes in IRN-generated documents with signed QR codes, go to Business Settings Accounting  Options GST Config Enable Signed QR codes for IRN-generated documents:Few readers

• Purchases & Expenses

  Refrens help you seamlessly record, track, and manage all your purchases and expenses in one place. Here are the main features of our Purchases & Expenses module: 1. Record all your purchases (inventory, raw materials, etc.), Expenses (utility bills, rent, office supplies, etc.), and Petty Expenses in one place. 2. Track unpaid and paid (partially/fully) Purchases/Expenses with ease. 3. Generate detailed reports for accounts payable (vendor reports, payment reports, TDS rFew readers

• How to customize columns in accounting documents?

  Let's see how: While creating an accounting document you will see an option “Edit columns/formulas” as shown below: When you click on “Edit columns/formulas” the following pop-up form will appear: From here, you can create new columns, change the names of existing colFew readers

• How to do GSTR-2B reconciliation on Refrens?

  Refrens streamlines your GSTR-2B reconciliation process by automatically reconciling your GSTR-2B data with your books of accounts. This helps you - Identify invoices raised by vendors but not filed in their GSTR-1. Spot discrepancies in your expense records. Stay compliant and save on taxes. Here’s how you can get started. Step 1) Connect Your GSTN Account Step 2) Fetch Your GSTR-2B Report/s From GST Portal Step 3) Start Reconciling To learn about Step 1 and Step 2,  clFew readers

• How to create Proforma Invoices on Refrens?

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• How to record TDS & view TDS reports?

  If you want to record TDS for payment received/made against your invoices/expenses, you can do that easily on Refrens. Let's see how: 1. Enabling TDS Our TDS (Tax Deducted at Source) recording feature is by default enabled for businesses based in India & Bangladesh. Businesses from other countries can also enable this from Business Settings Accounting Options Taxation and Billing Record Tax Deducted At Source (TDS): (https://storage.crisp.chat/users/helpdesk/website/1137d07a72fFew readers

• How to Upload Chart of Accounts in Bulk?

  The bulk upload feature allows you to upload all your ledger accounts with opening & closing balances quickly. Also, if the uploaded account does not already exist in the system, we will automatically create a new ledger account for the same. To upload accounts in Bulk, go to Advanced Accounting Chart of Accounts Upload CSV: You will see a form like below open up: (htFew readers

• Things to keep in mind while bulk uploading accounting documents

  If you are uploading invoices, quotations, and other accounting documents in bulk; you need to keep several things in mind to ensure that you don't face any errors. 1) "Bulk Upload" Vs "Bulk Upload (custom Config.)" - What to choose? Here’s how to choose the right option for you: Use Bulk Upload if your documents follow a standard format without custom formulas (e.g., Quantity × Rate = Total Amount). Choose Bulk Upload (Custom Config.) if your documents have custom forFew readers

• What to do once your documents are synced successfully?

  If all your documents are synced successfully, that means you can start using the advanced accounting features from now! First, let's understand what happens when the documents are synced. After the sync is done successfully, these four things will happen: Refrens will automatically create & sync accounts for all your clients & vendors Refrens will also create & sync accounts for sales tax a/c, purchase tax a/c, Invoice credit a/c, expense debit a/c, etc. Different Vouchers for invoiFew readers

• How to create Invoices on Refrens?

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• How to adjust/auto-update stock?

  On Refrens, you can automatically manage your stocks as per the invoices/expenses you create. Let's see how! In case you prefer to watch videos, here's a step-by-step guide on how to auto-update/adjust stocks: A.  Go to Business Settings Inventory Options. To get started, go to 'Business Settings' from the sidebar and navigate to the 'Inventory Options' section. (https://storage.crisp.chat/userFew readers

• How to generate E-way Bills on Refrens?

  An e-Way bill is a necessary document for anyone transporting goods valued at over INR 50,000. All registered individuals or transporters must create an E-way bill before initiating the transportation. Now let's see how to create an E-way bill on Refrens: 1. Create an Invoice/Delivery Challan While creating an Invoice or a delivery challan, you will see a checkbox called "Add Shipping Details" below the "Billed By" SectiFew readers

• How to cancel an E-way Bill?

  E-way bills generated on Refrens can also be canceled directly from Refrens with just a few clicks. (Important Note: E-way bills can only be canceled within 24 hours. After that, you will have to cancel them by reporting them on your GSTR-1 Report.) To cancel an e-way bill, just go to Invoice Preview Page More Cancel E-way Bill" You will see the below form open up.Few readers

• How to Bulk Upload Clients?

  Whether you're transitioning from another system or simply want to update your client database in bulk, the "Bulk Upload" feature helps you do it seamlessly. To upload Clients in bulk, go to Clients & Vendors Clients & Prospects > Click on the "Add Client" Dropdown > Click "Upload Clients": You will see the following form open up: (https://storage.crisp.chat/userFew readers

• How to create voucher books & add voucher entries?

  Vouchers are documents that record transactions such as sales, purchases, payments, receipts of money, etc. They act as evidence of a business transaction and are used for accounting and auditing purposes. (If you want to learn more about vouchers and different voucher types, click here.) What are Voucher Books? Voucher Books is just a way to organize similar vouchers in different groups. For example, the "InvoiFew readers

• Optimiz 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 Accounting Options Experimental Turn on "Optimize Invoice Performance with Scrollable Line Items": You will see a clear performance improvement the next time you create an Invoice or any document with 10+ line items: (https://storaFew readers

• How to create documents where Reverse Charge is applicable?

  Generally, when the goods/services are being sold, vendors are liable to pay taxes to the govt. on that transaction. However, for certain goods/services/business types, the tax liability is on clients who are making the purchase. For example, reverse charge is applicable for Tobacco leaves, cashew nuts, Bidi, used cars, lottery, transport services, security and investigative services, etc. Let's say you are selling Tobacco leaves for which 5% GST is applicable under the reverse charge mechanisFew readers

• How to create, edit, and download account groups?

  Account groups help you better organize your financial data. If you are just starting out on Refrens, Click here to understand account groups, categories, and types >To create an Account Group, First, go to Advanced Accounting Account Groups Create New Account Group. (https://storage.crisp.chat/users/helpdesk/website/9ca17f69a3542000/71478d00-5e18-4dd2-8720-5Few readers

• What are Vouchers, Voucher Books, and Voucher Types?

  What are Vouchers? Vouchers are documents that record transactions such as sales, purchases, payments, receipts of money, etc.  They act as evidence of a business transaction and are used for accounting and auditing purposes. What are Voucher Books? Voucher Books is just a way to organize similar vouchers in different groups. For example, the "Invoice Voucher Book" consists of all the invoice vouchers. Journal Voucher Book consists of all the journal vouchers, and so on. TypFew readers

• How to pass payment details to E-invoices?

  While generating IRN, you can also pass the payment details (amount received/due, payment mode) of the invoice. Let's see how: Firstly, ensure that you have already recorded the payment details of that particular invoice. (learn how to do that >) Then, while generating IRN, just click on "Include Payment Details in E-invoice" as shown beFew readers

• How to generate ZATCA compliant E-Invoices on Refrens?

  If you are a business operating in Saudi Arabia, you are required to comply with the ZATCA guidelines for generating e-invoices. In this article, we will see how you can comply with the ZATCA Phase-1 and Phase-2 guidelines with Refrens. To get started, go to Business Settings ZATCA E-invoicing: As you see, there are two options: ZATCA Phase 1 and ZATCA Phase 2. ZATCA Phase 1Few readers

• How to create/edit accounts and track ledger entries?

  Accounts, also referred to as "ledgers” or “ledger accounts”,  are the heart of a company's financial record-keeping system. They represent a complete record of all financial transactions over the life of an organization. Each account is periodically totaled and balanced (debits must equal credits) to ensure accuracy and help you prepare financial statements like the balance sheet and income statement. Getting Started With Accounts on Refrens If you are just getting started, you will notiFew readers

• Migrate your data out of Quickbooks to Refrens

  In this quick article, go through how to download the relevant data from your Quickbooks portal to migrate to Refrens. In order to migrate out of Quickbooks to Refrens, there are three Primary reports that you need to download as csv. Chart of Accounts Customers Reports Suppliers Reports Downloading Reports To download the Chart of Accounts - navigate to Accounting -Chart of Accounts in your Quickbooks Sidebar.  (https://storage.crisp.chat/users/helpdesk/website/30a9644bfFew readers

• How to mark payment accounts as inactive & restore them?

  If you are no longer using a particular bank, employee, or any other payment account, you should mark that account as inactive to avoid mistakenly recording payments in that account. Before marking a payments account inactive, do note that - If you mark a bank/employee account (parent account) as inactive, other payment accounts linked with all that payment account will also becoFew readers

• How to Add a Signature to an Invoice?

  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 signature to your invoices on Refrens. The same procedure applies to other accounting documents (Quotation, Proforma, etc.) as well. Firstly, while creating the invoice, navigate to the ‘Add Signature’ button as highlighted below: (https://storage.crisp.chat/users/helpdesk/website/e96e99cf4933d800/9f0b9f44-8179-48dc-8e1d-131be11eelndg.pngFew readers

• How generate IRN (E-Invoice) on Refrens?

  To start generating E-invoices on Refrens, the first step is to create a GSP username and password on the e-invoicing web portal. Let’s see how you can do it step-by-step. Go to the NIC E-Invoice Web Portal at - https://einvoice1.gst.gov.in/ 2. Click on LoginFew readers

• 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 document, you will see a checkbox called "Add Shipping Details" below the "Billed By" Section. Click on this checkbox to add shipping details. 1. Adding "Shipped From" Details: If your "Shipped From" address is the same as yourFew readers

• Introduction to advanced accounting on Refrens

  Refrens' advanced accounting suit is a must-have for any business looking to simplify and streamline their accounting process. With advanced accounting, you can create & manage ledger accounts, pass journal entries, record cash/non-cash transaction, generate balance sheet & P&L reports, and more - everything in one place. This article will give you an overview of all the advanced accounting features, who can access them, and how to use them. What are the advanced accounting features?The advFew readers

• How to Create GSP User Name and Password to Generate E-way Bills on Refrens?

  To start generating E-way Bills on Refrens, you will have to register "Vay Network Services Private Limited" as your GSP on the E-way bill portal. Note: If you are already using our E-invoicing feature, you must have already done this process on the E-invoice portal. In this case, you can use the same credentials for generating E-way bills. You don't need to register separately for the same. Step-1: Login to the E-way Bill Web Portal ( https://ewaybillgst.gov.in/login.aspx (https://ewaFew readers

• 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, here’s an invoice without the tax summary: Here’s the same invoice with the tax summary enabled: As you seeFew readers

• How to Generate Payment Receipts for Lump-Sum Payments Received Against Multiple Invoices?

  In case you have received a lump sum payment & want to settle multiple invoices at once, you can do that from the Payment Receipt section in the sidebar. Go to sidebar Accounting Payment Receipts Click on "Create Payment Receipt" You will see two options: Payment Receipt & Client Advance. (https://storage.crisp.chat/users/helpdesk/website/1faf7170c6704600/641d5a8a-fa39-Few readers

• Generate IRN for Credit and Debit Notes

  If your business falls into E-invoicing guidelines, you will require generating IRN for Credit Notes and Debit Notes as well. The process is identical to the one you follow for creating E-invoices on Refrens. Let's see how you can generate IRN for Debit Notes. you can follow the same process for credit notes as well. frame (https://www.youtube.com/embed/agT2vPlbmZQ?&wmodFew readers

• How to Upload Purchases and Expenses in Bulk?

  Manually entering large volumes of purchase or expense data can be time-consuming and error-prone. To streamline this process, bulk uploading allows you to efficiently input multiple records at once, saving time and reducing the risk of mistakes. Whether you're updating purchases for inventory management or recording operational expenses (such as employee salaries, admin costs, freelancer/contracts outsourcing, etc.), this guide will help you navigate the bulk upload process effortlessly. GeFew readers

• 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 you may also have various types of recurring expenses such as utility bills, rent, etc. Refrens helps you automate this with our recurring invoices/expenses feature. Let's see step-by-step how you can create a recurring invoiFew readers

• How to remove payment from the invoice?

  Recording payments is a great way to keep track of all the payments you receive/make in an organized manner. However, if you wish to remove the payment recorded on an invoice, you can easily do that with the Remove Payment option. Let’s see how - First, go to the invoice from which you wish to remove the recorded payment. On the preview page, scroll down to the Invoice Payment Records Section. Here, go to “More” and click “Remove” as shown below: (https://storage.crisp.chat/users/helpdesk/Few readers

• How to Download Invoices in CSV or PDF?

  If you want to download multiple invoices at once in a CSV file or PDF, you can do that easily on Refrens. To do this, navigate to your invoice dashboard and go to the “Download As” dropdown option as shown below: You will see three different download options: Download as CSV Download as CSV with Line Items Download as PDF Before we go into each of these options, firsFew readers

• 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 and download report as a CSV file. Client Reports This section helps to manage all client related activities. It gives a tabular overview of all of your total invoices, invoiced amount, due amount, and taxes filtered by clients. You can also edit and update client details which will be saved for future iFew readers

• How to pass voucher entries for payment records & revert them?

  If you are an advanced accounting user and have synced payment records, you don't have to worry about manually passing voucher entries for them. Whenever you make a payment record for payment received/made against an invoice/expense, the system will automatically create a voucher & pass the journal entries for the same. (Need help with advanced accounting & syncing documents? read this help article (https://refrens.freshdesk.com/support/solutions/articles/44002441585-introduction-to-advanced-aFew readers

• How to record employee reimbursements?

  If you want to record reimbursements for the expenses paid by your employees, you can easily do that on Refrens. Recording a reimbursement is a two-step process: Step 1: Record the expenses incurred Step 2: Record the employee reimbursement For example, Let’s say your employee Ronak went on a business trip and paid the airfare of ₹10,000. Let’s see how you can record this reimbursement for the same. Step 1: Recording the expenses incurred Go to Accounting Purchases & ExpensesFew readers

• How to customize accounting documents?

  Refrens helps you completely customize your accounting documents as per the unique needs of your business. Check out the articles below on how to customize document design, fields, columns, formulas, and more. How to Customize Document Template Design? How to Customize Columns in Accounting Documents? (https://refrens.freshdesk.com/support/solutions/articles/44002573124-hoFew readers

• 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 article, we will learn: 1. Connecting Your Email With Refrens 2. Adding More Emails 3. Removing an Email 4. Sending Invoices, Quotations, etc. From Your Email Note: This feature is only available for businesses with Books Pro, Sales CRM, or Premium Plus Plan. 1. Connecting Your Email Go to Business Settings >Few readers

• 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 adding custom fields! You can do this while adding/editing bank accounts in two ways: 1. From the invoice preview page 2. From the "Bank & Payments" dashboard 1. Adding custom fields from invoice preview pages: Go to the invoice preview page Click on the edit icon Click "Add Custom Field" Add field name & value as shFew readers

• 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. Let's see how. Adding Cess While creating an accounting document, you will see an option called "Add Tax" as shown above. Go to "Add Tax" Select Tax Type as GST Click on "Add Cess". When you click on AFew readers

• How to add package items separately as individual items in 1-click

  If you are a business selling items as a bundle/package OR if you have a list of items that you frequently sell together, It is tedious to add all the items one by one every time you create a document. Using the "auto-expand package items" feature, you can do that in just 1-click! Let's see how: Step 1: Create a Package Item Go to your inventory and create a package with the items you sell together. Learn how to create package items > (https://refrens.freshdesk.com/support/solutionsFew readers

• How to bulk upload documents with "Bulk Upload (Custom Config.) option?

  While bulk uploading documents, you will see two options: Bulk Upload Bulk Upload (Custom Config.) Here’s how to choose the right option for you: Use Bulk Upload if your documents follow a standard format without custom formulas (e.g., Quantity × Rate = Total Amount). Choose Bulk Upload (Custom Config.) if your documents have custom formulas (e.g., Quantity = AFew readers

• How to create manual journal entries without syncing documents?

  If you are a business looking to simplify & automate your accounting process, Refrens advanced accounting suite offers the perfect solution. To get started, you will first need to enable advanced accounting for your business from Business Settings Advanced Accounting Options Enable Advanced Accounting Just turn the toggle on as highlighted below: You will see the following pFew readers

• Managing Products, Services, and One Time Items in Inventory and Invoices

  If your business sells both products and services, it’s important to label each item correctly—either as a Product or a Service. This ensures that only products are tracked in your inventory through automated stock management. Additionally, some items may only be billed once on a specific invoice and won’t be needed again. On Refrens, these are known and treated as "One Time" Items. Meaning, if you mark an item as a "One Time" item while creating a document, that item wiFew readers

• How to Add Custom Fields in Your Accounting Documents?

  If you want to add more information to your accounting documents (in the header, footer, billed to/by section, or under the total amounts section), you can do so with the help of custom fields. To add custom fields, look for the “Add More Fields” option while you are creating a document: Just click on the “Add More Fields” option to proceed with adding a new custom field in your docFew readers

• How to fetch & update IRN status of the invoices generated/canceled outside of Refrens?

  To ensure that your invoices always reflect the correct e-invoice status, it is important to keep the IRN status of all the invoices updated - even for the invoices generated/canceled outside of Refrens. To update the IRN status of an Invoice, just go to the Invoice preview page More and click on "Update IRN". You will be able to see the updated IRN details on a pop-up screen. Just verify the details and click on "Update IRN" to update the IRN status as shown below: (https://stFew readers

• How to generate Payment Receipts?

  Every time you receive payments from clients, It is important to send them a Payment Receipt. A Payment Receipt serves as proof that the payment has been made and received. It is also necessary for financial record keeping, taxation, and potential dispute resolution in the future. There are two ways to generate these payment receipts automatically on Refrens: From Invoice/ProForma Invoice Dashboard From Payment ReceiptFew readers

• How to add e-commerce operators in the invoices for GSTR-1?

  If your business is selling goods through e-commerce operators such as Amazon, Flipkart, and other platforms, you need to specify the same in the invoices for GSTR-1 filing. To enable e-commerce invoicing, go to Business Settings Accounting Options GST Configurations Enable E-commerce Invoices. When you turn the toggle on, you will see a new field in your invoices whereFew readers

• How to change the language/script of the accounting Documents?

  Creating invoices or any other document on Refrens in your native language is quick and easy. In this article, we will learn how to create an invoice in your native language. The same process can be followed for other accounting documents as well. Take a look at this sample invoice created in Arabic on Refrens: Let’s see how you can create invoices like this. Step 1: Start a NewFew readers

• 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’ branding and design language. With Refrens, you can do that by choosing custom templates, changing colors & fonts, and adding headers & footers among other things. Let’s see how you can do this on Refrens. When you create an invoice and click on “Save and continue”, you will see the invoice preview. It shows you how your invoice will lookFew readers

• How to view journal entries from the document preview page?

  When you create an invoice, expense, and other documents OR record a payment, you can view the automated journal entries against these transactions in real-time. Just scroll down on the document preview page and click on "View Journal" to see the journal entries for that particular document. You can also see the detailed ledger and voucher entries by clicking on "View Linked VouchFew readers

• How to Manage Stock Across Multiple Locations with Warehouses?

  Managing inventory across multiple locations can be challenging, but our Warehouse feature simplifies the process. With warehouses, you can easily track and manage stock across various locations, update inventory levels at specific warehouses when creating invoices or purchase documents, monitor stock at each location, and much more. Here’s how you can set up, use, and manage warehouses on Refrens: 1) Enabling Warehouses  To start managing stock with warehouses, you need to enable the fFew readers

• How to get started with Advanced Accounting on Refrens?

  Refrens' advanced accounting suit is a must-have for any business looking to simplify and streamline their accounting process. With advanced accounting, you can create & manage ledger accounts, pass journal entries, record cash/non-cash transactions, generate balance sheet & P&L reports, and more - everything in one place. How to get started with advanced accounting features? Advanced accounting features are the part of Books Pro plan. If you are an old user and have subscribed to our olderFew readers

• How to track product-wise profitability?

  Here's a step-by-step video guide on how to track product-wise profitability of your inventory items: With our new product-wise P&L reports, you can do that exactly with ease! Just navigate to Accounting Reports Other Reports Product-wise reports to start tracking product-wise profitability! (https://storage.crisp.chat/users/helpdesk/website/f533389d51c64800/a891cc89-f0e2-4b48-a92f-4cb5131efFew readers

• How to Bulk Upload Inventory Items?

  If you want to migrate your inventory data to Refrens from any platform OR if you want to add multiple inventory items at once, you can do that easily with our “Bulk Upload” feature. Let’s see how! Step 1: Navigate to Inventory Dashboard Go to Accounting Inventory  under the “Add Item” dropdown, and go to “Bulk Upload Inventory” as shown below: Step 2: Download Sample CSV filFew readers

• How to send automated reminders for Quotations?

  To close deals faster, it is necessary to remind clients to review your quotations on time. Doing this manually is time-consuming. Not only that if you forget to take the follow-up on time, you can even risk losing the deal. That's why Refrens has come up with the automated reminders feature. After you send the quotations to your clients, you can also schedule automated follow-up reminders over emails OR WhatsApp. This ensures you never miss out on an important follow-up and helps close the deFew readers

• How to add forex conversion rate while bulk uploading documents?

  If you're uploading documents with foreign currency amounts, you can include a forex conversion rate in your bulk upload file. This will automatically convert the amounts to your business currency. Let's see how to do this: In your bulk upload file, add a new column named any one of these  - "forexrate", "exchangerate", "conversionrate". For example, I have added a new column called "forexrate" in the bulk upload file I am going to upload. (https://storage.crisp.chat/users/helpdesk/websitFew readers

• How to Format Documents Perfectly for PDF Downloads or Printing?

  1) How to Download or Print Multi-Page Documents as a Single Page? If your document spans multiple pages, you can easily download or print it as a single-page document. Here's how: 1.1) Printing as a Single-Page Document While printing the document, Navigate to More Settings Scale. Adjust the scale until the entire document fits on a single page. Here’s how:Few readers

• How to mark invoices as paid on Refrens?

  Keeping a detailed record of payments is critical for any business. It helps you track the payments received & future receivables, and also helps you in accounting & reporting. The “Mark Paid” feature helps you do that quickly and efficiently. To record a payment received, go to Accounting Invoices Go to the invoice for which you have received the payment click on “Mark Paid” as shown below: (https://storage.crisp.chat/users/helpdesk/website/27b2490acb6ee400/a177af41-f369-402b-8011-bFew readers

• How to create Invoices & other documents in Arabic on Refrens?

  Creating invoices & other documents in Arabic language on Refrens is quick and easy. In this article, we will learn how to create an invoice in Arabic. The same process can be followed for other accounting documents as well. Here’s a sample invoice created on Refrens in Arabic: Let’s see how you can create invoices like this. Step 1: Start a New Invoice Begin by going to SidebFew readers

• What are account groups, categories, and types?

  To get a complete overview of your business finances, it's important to organize all your data in a defined structure. On Refrens, all your financial data is organized this way - Accounts Account Groups Categories Types All your financial data comes under 5 major types of accounts - Assets, Liabilities, Income, Expenses, and Capital (Equity). Each of these types of accounts is further segmented into different categories. For example, assets can be classified into categoriFew readers

• How to Generate IRN (E-invoice) through Refrens?

  With Refrens, creating e-invoices is as easy as it can get. Just watch the quick demo video or read the simple steps below to quickly get started with generating IRN (e-invoice) on Refrens. Firstly, you will need to create an Invoice with the following details: Note that these are mandatory fields you need to haFew readers

• Editing Payment Receipts

  Making adjustments to payment receipts, such as adding or removing payment details or changing the invoices to be reconciled, is simple. Here’s how to do it: 1) Adding or Removing a Payment Let’s take an example. I have four outstanding invoices from my client “The Modern Industries,” as shown below: The client made a lump sum payment of ₹72,000 to settle part of their dues.Few readers

• Payment Accounts on Refrens

  What Are Payment Accounts? Recording payments for your Invoices & Expenses is not enough. It is also important to keep track of the accounts where the money comes to or goes from. That's why we have introduced Payment Accounts. Payment accounts help you easily organize & track all your incoming & outgoing financial transactions in your business. Whether it is cash deposits, withdrawals, employee salaries, reimbursements, or day-to-day expenses - you can organize & track all these transactiFew readers

• How to generate & download VAT Return reports on Refrens? (For UAE Businesses)

  Refrens automatically generates VAT Return reports for your business based on all your sales & purchase transactions. Let’s see how you can access them: Step 1: Navigate to VAT returns To access your VAT return report, navigate to accounting accounting reports other reports VAT Return as highlighted below: You will be redirected to the following page: (https://storageFew readers

• How to Fetch, View, and Download Your GSTR-2B Purchase Reports on Refrens?

  Refrens makes it super easy to download your GSTR-2B report and view it in an organized manner. Here's how to get started: 1) Enable API Request To get started, ensure that you have enabled API access for your GSTN account from the GST Portal. Here's how to do that: Stpe 1: Login to GST Portal (https://www.gst.gov.in/) Step 2: Navigate to "My Profile" Step 3: Go to "Quick Links" Section Step 4: Go to "Manage API Access" CFew readers

• How to edit "Place of Supply" in documents? (India)

  While Refrens automatically fetches the Place of Supply based on your client’s state, you also have the flexibility to edit it in case it is different. While creating documents, just go to "Add/ Configure GST" "Place of Supply" t o change it: NoteFew readers

• 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 business selling beverages might measure quantity in liters, and so on. Whether you’re selling items by meter, liter, piece, kilogram, or any other unit, Refrens helps you easily create documents with the appropriate units of measurement. Let’s see how! Adding Units In Documents While adding a line item in your invoice or any other document,Few readers

• How to show the due amount on the Invoice?

  If you are yet to receive the full payment on your invoice, you can send an invoice to your client mentioning the amount due to be paid. Let’s see how: To show how much amount is due on an invoice, you will first need to record the details of payment already received. To do so, first open the particular invoice, and click on the “Record Payment” button as highlighted below: YouFew readers

• How to generate E-way Bills without transporter details?

  If you don't have the transporter details, you can still generate an e-way bill in two ways: 1. If you have the vehicle number available In case you have the vehicle number with you, you can create the e-way bill by adding these two things in the transport details: Mode of Transport Vehicle No. After adding these details, just proceed with generating the e-way bill as usual. While generating the e-way bill, you might still see the error saying "Transporter ID is missing". YouFew readers

• How to show IRN in a single line in documents?

  By default, IRN for e-invoices appears in documents like this: But if you want to show this in a single line as shown below, you can do that as well! To enable this, just go to Business Settings Accounting Option GST Configuration Choose IRN location on your dFew readers

• How to Make Bulk Inventory Adjustments?

  Keeping track of inventory can get complicated, especially if you’re frequently updating stock levels due to returns, damages, stock audits, supplier adjustments, or warehouse transfers. Rather than updating each item one by one, our bulk adjustments feature lets you make large-scale changes in just a few clicks, ensuring your inventory data is always up-to-date. Let’s see how: Before we start, ensure that you have enabled the “Manage Inventory” option from Business Settings InveFew readers

• 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 documents look more professional but also ensures consistency across all your invoices,  quotations, and other accounting documents. Let's see how to add custom headers and footers to your accounting documents: Step 1: Navigate to the Document PreviewAfter saving any accounting document (like an invoice, quotation, or any other documentFew readers

• How to view IRN acknowledgment no. & date?

  You can view your IRN acknowledgment details directly on Refrens! No more calling your accountant OR logging into the e-invoicing portal to get these details! You can view this on: A) Invoice summary section in the invoice preview page B) Invoice dashboardFew readers

• Get GSTR-1 Reports easily on Refrens!

  With GSTR-1 reports on Refrens, your compliance and reporting is more seamless than before. You can now download our automatically generated GSTR-1 reports directly from your Refrens dashboard. GSTR-1 is the monthly or quarterly return to be filed by regular dealers, the due date of which is the 10th of the subsequent month. This mandatory tax document contains details of all outward supplies i.e. sales transactions of a registered person for a specific period. What does this mean for yFew readers

• How to upload voucher entries in bulk?

  Migrating your accounting to Refrens? Our bulk upload features can help you do that seamlessly! In this article, we will learn how you can upload voucher entries in bulk. Step 1: Go to the "Bulk Upload Vouchers" option In your voucher books dashboard, go to the "Create New Voucher Book" dropdown and click on the "Bulk Upload Vouchers" option. Step 2: Download the sample fiFew readers

• 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 Billing Financial Year. You can either select the dates manually OR you can just choose from the pre-set periods as shown in the image above. 2. Reset Document Serial Numbers (https://storage.crisp.chat/users/helpdesk/website/959381Few readers

• How to configure which price to fetch while adding an item in documents? (Last Used Price Vs Standard Price)

  Every business is unique, and so are its pricing needs: For some, Item selling/purchase prices fluctuate frequently due to market conditions, negotiations, etc. For others, Item selling/purchase prices mostly remain the same, with only occasional exceptions. Understanding that no two businesses are the same, we have introduced a new price configuration option that puts you in control.  Whether you need to reflect the recent pricing changes OR stick to a standard price, this configuraFew readers

• 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 number sequence for a particular document type (i.e. invoice, quotation, etc.), you must first create that particular document with the first number of your desired number sequence. For example, I want my Invoice number series to be IN001, IN002, IN003… Hence I will create an invoice with the invoice number IN001 as shown below: (https://storaFew readers

• How to track net income/loss of a Project with tag-wise reports?

  Tag-wise reports help you easily track and understand how much money you're making or losing on different projects by organizing income and expenses with labels. Let's see how: Imagine a wedding planner, "Elegant Weddings," who manages multiple weddings concurrently. Each wedding is unique, involving different vendors, venues, and service requirements. Managing finances for each project separately can be complex and time-consuming. But on Refrens, you can assign a unique tag for each event/prFew readers

• How to do account reconciliation?

  Account reconciliation is currently in the early phase of development. We are building more features to ensure it has everything you need. But at the current stage, the feature helps you cross-verify the entries you have in your bank statement for the payments you received/made against the amount totals of invoices, expenses, and other accounting documents. Let's see how. Go to Advanced Accounting Chart of Accounts Account Reconciliation to get started. You will see the following pop-Few readers

• How to delete/restore invoices?

  Deleting an erroneous or duplicate invoice OR restoring a deleted invoice is super easy. First, let’s see how you can delete an invoice on Refrens. Deleting an Invoice You might have two kinds of invoices on your Refrens account - 1) Invoices without a payment record (i.e. unpaid invoices) 2) Invoices with a payment record. (i.e partially or fully paid invoices) Let's see what you can do in both cases: 1) Deleting Unpaid Invoices Step 1. Navigate to the InvoicFew readers

• How to generate a JSON to file your GSTR-1 Reports from Refrens

  Filing the GSTR-1 reports generated from Refrens is super easy. Let’s see how: Step 1. Download GSTR-1 Report From Refrens In the sidebar, go to GST Reports GSTR-1 Report. Then select the period for which you want to download the GSTR-1 report and click on Download Excel as shown below: (https://storage.crisp.chat/users/helpdesk/website/1c60bf999d9e6f0/08a6c154-cfa4-4d94-Few readers

• How to add custom fields while bulk uploading accounting documents?

  Every business has a unique way of invoicing. This means that while Refrens offers a variety of fields as default options for your accounting documents, you may still want to add more fields. The good part? you can do this by adding custom fields to your document headers, footers, and additional charges area. Let's see how you add this while doing bulk upload. 1. Adding CustFew readers

• List of Country Codes, Currency codes, and GST State Codes for Bulk Uploading Documents

  1) Country CodesFew readers

• 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 this manually can take up a lot of your productive time.  Refrens helps you automate this. You can send these reminders over Whatsapp or Email. Let’s see how. Go to your invoice dashboard Go to the invoice you want to send reminders for Click on more (https://storage.crisp.chat/users/helpdesk/website/7572d287841d3c00/89924688-4f0c-45Few readers