Comprehensive Documents
Create invoices, proformas, quotations, estimates, delivery notes, credit/debit notes, sales orders, and receipts in seconds.
Recurring Invoices
Automate billing cycles for subscriptions and repeat clients.
Complete Customization
Edit templates, fields, columns, formulas, colors, and scripts to match your brand.
Easy Sharing
Send invoices via WhatsApp, email, PDF, or secure links instantly.
Client View Tracking
Track when clients open your invoices or documents.
Document Conversions
Convert invoices to purchase orders, credit notes, or challans completely or partially with a click.
Delivery Challans
Generate and share delivery challans directly from Refrens.
Seamless Payments
Attach UPI IDs, QR codes, or payment links for quick payments.
Payment Gateway Integration
Accept domestic and international payments with auto reconciliation.
Automated Reminders
Reduce delays with WhatsApp and email payment reminders.
Instant Receipts
Auto-generate and share receipts whenever payments are recorded.
Avg. Payment Time Tracking
Monitor client payment behavior to assess creditworthiness.
Early Payment Discounts
Encourage faster payments with pre-set discount options.
Invoice Approval Workflows
Set up internal approval processes for invoices and documents.
Audit Trails
Track edits with complete records of who changed what, and when.
1-Click Accept/Reject
Allow clients to approve or reject documents securely via email.
RFI (Request For Invoice)
Create RFI links for vendors to ensure unified invoice formats.
GST-Ready Invoices
Add GSTIN, HSN/SAC codes, and multiple tax rates seamlessly.
E-Invoicing
Generate, share, and cancel e-invoices, including bulk generation.
E-Way Bills
Create, share, and manage e-way bills directly from Refrens.
Auto-Populate Client Data
Save time with automatic GSTIN-based data fetch for invoices.
Client Ageing Reports
Track overdue amounts with receivable ageing reports.
Payment Reports
Monitor collections and pending payments with structured reports.
Profitability Tracking
Analyze product margins, project income, and buying vs selling prices.
Inventory Sync
Auto-update stock levels whenever invoices and documents are generated.
Batch & Expiry Tracking
Track batches, expiry dates, and warehouse-wise inventory management.
Automated Accounting Entries
Every invoice updates journal entries, ledgers, and books automatically.
Double-Entry Accounting
Maintain a robust double-entry system with complete financial records.
Bank Reconciliation
Match bank transactions with your records for accurate bookkeeping.
Financial Reports
Generate P&L, balance sheets, cash flow statements instantly.
Tax Filing Support
Export GSTR reports and tax-ready documents for easy filing.
Multi-User Access
Collaborate with team members using role-based permissions.
