Business Profile Management

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Other FAQs

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General Account Settings

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• How to Remove/Delete Your Refrens Business?

  Steps to remove or delete your Refrens AccountFeatured

• How to add new users, manage roles, and control access levels?

  Refrens is more powerful when your accountant, sales team, and all other team members are on your account. It makes it easy for you to collaborate with each other, helps track your team's activities, and saves you so much effort & time from sending documents & reports manually to each other. (Businesses who have added their accountant on Refrens report that the time they spent with their CAs has reduced by 73%) Adding a nPopular

• How to delete clients/prospects?

  If you want to delete a client/prospect due to duplicate entries or any other reason, you can do that with ease on Refrens. Let’s see how: Step 1: Go to the client dashboard Firstly go to Clients & Vendors Clients and Prospects section from the sidebar: Step 2: Archive the Client On the dashboard, go to the client you wish to delete, and click on “Archive” as highlighted beloPopular

• How to add new Business on Refrens ?

  You can add your business on Refrens. Go to Create Business and add your basic information and services. Share it on social media like Facebook, Twitter, LinkedIn, etc to let people know about your business and get more leads. Follow the below steps to add a business on Refrens. 1. Click on your business name in the sidebar. A new menu will open with an option to Create New Business (https://storage.crisp.cFew readers

• How to send documents from your own WhatsApp number?

  Refrens' WhatsApp Integration allows you to send important documents—like invoices, quotations, and payment reminders to clients from your own WhatsApp number. This means no more switching between platforms, saving you time and making client communication faster and smoother. Benefits of WhatsApp Integration with Refrens One-Click Communication: Share documents instantly with clients or leads in a single click. Seamless Workflow: Reduce the need to toggle between apps, keepFew readers

• How to change or recover your password?

  Let's see how you can recover your forgotten password or update the existing one. A) Recovering A Forgotten Password If you've forgotten your password, here’s how you can reset it: Step 1: Access the Login Page Visit Refrens.com and click the Login button located at the top-right corner of the homepage: Step 2: Select “ForgotFew readers

• Refrens Invite & Earn Program Guide

  Refrens' Invite & Earn Program helps you earn rewards by inviting your network to join Refrens. This is a great way to access premium features for free while helping others discover the benefits of Refrens for managing their business needs. Here’s everything you need to know about how the program works and how you can maximize your rewards. 1. How It Works By inviting clients, vendors, or friends to join Refrens, you can earn credits that you can use to unlock Premium features.Few readers

• Whitelist Refrens to send emails using your own domain

  For workspaces that are enrolled in Google's Advanced Protection Program, user may have to whitelist the Refrens app to be able to send emails from their domain. Here's how to whitelist our app in a few simple steps: Navigate to https://admin.google.com/ac/home On the Admin Console Page, go to Menu -Security -Access and Data Control -API Controls (https://storage.crisp.chat/users/helpdesk/website/6130e7a9d5f93800/6aacb449-0f07-465f-be5e-1573f9Few readers

• How to change the currency format & decimal points?

  Refrens helps you completely customize your invoices & other accounting documents according to your business needs and local practices. In this article, we will take a look at how you can change the currency format (Roman or Arabic, Millions or Lakhs) and decimal points with ease. Firstly, while creating an invoice or any document, go to the “Number/Currency Format” option as shown below: (https://storage.crisp.chat/users/helpdesk/website/4e86db0f12098000/4df9aeeb-a5cc-4625-9a45-9b9c1edk3Few readers

• How to update the email address linked to your Refrens Account?

  Changed your email address or made an error during setting up your Refrens account? No worries. You can update the email address linked with your Refrens account with ease. Let’s see how: Step 1: Access User SettingsFirstly, log into your Refrens account, and navigate to Business Settings > All Users > Add User: Step 2: Add the New Email Address You will see a pop-up formFew readers