Automate Your Entire Accounts Receivable Cycle

Create and manage quotations, proforma invoices, customer invoices and payment receipts using the same client and business information. Keep pricing, taxes, payment terms, due dates and payment records connected throughout the billing process—whether you bill clients once, through milestones or on a recurring basis.

Route quotations, proforma invoices and customer invoices through structured internal workflows before they reach clients. Add documents to workflows manually or automatically, create as many approval stages as required and assign the right approver at each stage. Approvers can approve, reject and leave remarks, while Activity History records every status update, edit, comment, user and timestamp.

Send payment reminders manually when a personal follow-up matters, schedule them in advance or automate them based on invoice due dates. Track every customer invoice as paid, partially paid, due or overdue from one place, so your team always knows what has been received, what is approaching its due date and what still requires follow-up.

Bring bank transactions into Refrens and match incoming payments with the correct customer invoices. Let the system identify matching transactions automatically, confirm suggested matches with one click or reconcile payments manually whenever your team needs more control. This creates a clear connection between the amount received in the bank and the invoice against which it was collected.

Keep customer invoices, payment receipts and reconciled transactions connected with your books instead of transferring the same information between separate systems. Use the underlying billing data to maintain vouchers and ledgers, prepare financial statements, generate e-invoices and manage sales-side GST reports such as GSTR-1. Your finance team and CA can work with the same updated records.

Ask Freya AI questions about receivables, payments, clients and accounting performance using your actual Refrens business data. Find out which invoices are due in the next seven days, how much each client owes, which customers frequently pay late or how your payment collection rate changed during the quarter—without exporting spreadsheets or waiting for someone to prepare a report.