Refrens is constantly improving to help businesses manage invoicing, accounting, inventory, CRM, payments, reports, compliance, vendors, sales, expenses, and more from one place.
This page brings together the latest Refrens product updates, feature launches, and improvements. Whether you are comparing Refrens with other tools or exploring what’s new, this page will help you understand how Refrens is evolving for modern businesses.
June 2026 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Shopify Integration: Auto-Fill HSN Codes on Invoices | Automatically applies HSN codes to invoice line items when Shopify orders are synced with matched inventory items. | Shopify sellers, GST businesses, e-commerce brands, accountants |
| 2 | Invoice APIs: Control Payment Details on Each Invoice | Allows API users to control bank details, UPI details, and payment links on each invoice using the new paymentAccount object. | Developers, SaaS platforms, ERP integrations, marketplaces |
| 3 | New Pipeline Editor | Redesigned pipeline editor with expected stage duration, stage reasons, and stage statuses like Open, Lost, and Not Serviceable. | Sales teams, CRM admins, agencies, B2B businesses |
| 4 | Strict Inventory Control | Prevents transactions that would create negative stock across items, warehouses, batches, and packages. | Wholesalers, distributors, warehouse teams, inventory-led businesses |
| 5 | Digitally Sign Documents with DSC & Certified eSign | Enables digital signing of invoices, quotations, purchase orders, and other documents using Certified eSign or DSC. | Accountants, finance teams, legal teams, GST businesses |
| 6 | GSTR-1 Quarterly & IFF Views | Supports quarterly GSTR-1 reporting and IFF-aware reports for QRMP taxpayers. | GST businesses, accountants, CAs, QRMP taxpayers |
| 7 | Custom Reports for Leads & Inventory | Allows users to save frequently used filtered views in Leads and Inventory modules. | Sales teams, inventory managers, business owners, operations teams |
| 8 | Lead Quick View | Lets users review and update lead details from a side drawer without opening the full lead page. | Sales teams, CRM users, agencies, consultants |
| 9 | Meeting Booking in Lead Capture Forms | Lets leads submit details and book meetings using Google Calendar availability from the same form. | Sales teams, consultants, demo-driven businesses, B2B companies |
| 10 | Layout Options for Lead Capture Forms | Allows forms to appear in Single Column, Two Columns, or Auto layout across pages, popups, and embeds. | Marketing teams, sales teams, agencies, website managers |
| 11 | Search Documents by Contact & Edit Contact Labels | Adds contact-level document filtering and allows users to rename contact labels inside documents. | B2B companies, sales teams, finance teams, agencies |
| 12 | Cleaner Client and Vendor View Drawer | Gives a structured view of client/vendor details, tax info, contacts, bank details, documents, and statements. | Sales teams, finance teams, support teams, procurement teams |
| 13 | Update Vehicle and Transporter Details After E-Way Bill Generation | Allows users to update transport details after E-Way Bill generation for active bills. | GST businesses, logistics teams, dispatch teams, distributors |
| 14 | Custom PDF File Names for Downloaded Documents | Lets users customise downloaded PDF file names using document type, number, client/vendor name, date, and more. | Accountants, finance teams, agencies, document-heavy businesses |
May 2026 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Bank Reconciliation with PDF Statements | Allows users to upload bank statement PDFs directly for reconciliation. | Accountants, finance teams, SMEs |
| 2 | GST Compliance Report for Clients and Vendors | Helps businesses check GST filing history, compliance score, GSTIN status, and e-invoice status. | Indian businesses, accountants, finance teams, procurement teams |
| 3 | Inventory Transaction APIs | Supports stock adjustments and warehouse transfers through APIs. | E-commerce businesses, trading companies, warehouse-heavy businesses |
| 4 | Returns for Serialized Items | Allows returned serialized items to be marked as reusable, damaged, or scrapped. | Electronics sellers, appliance dealers, equipment suppliers |
| 5 | HSN/SAC Descriptions in GSTR-1 HSN Summary | Automatically fills HSN and SAC descriptions in GSTR-1 HSN Summary reports. | GST businesses, accountants, CAs, finance teams |
| 6 | Custom Reports | Lets users save frequently used filtered report views with dynamic date filters. | Business owners, managers, finance teams, sales teams |
| 7 | Change Client in Existing Documents | Allows eligible documents to have the client changed after creation. | High-volume businesses, accounting teams |
| 8 | Quick Document Preview from Dashboard | Lets users preview invoices, quotations, and other documents directly from the dashboard. | Sales teams, accountants, business owners |
| 9 | Meeting Scheduling & Google Calendar Sync in Leads | Enables scheduling, tracking, and syncing meetings directly from lead records. | Sales teams, client-facing teams, agencies, consultants |
| 10 | OCR Scanning for Payment Screenshots | Detects payment screenshots and receipts while recording purchases or expenses. | Reimbursement, petty cash, travel expense, and vendor payment teams |
| 11 | Easier Credit Note Settlement | Lets users settle credit notes against invoices directly from the Credit Note Dashboard. | Businesses issuing credit notes or handling returns |
| 12 | Smarter Price Mapping During Document Conversion | Gives control over whether item prices continue from the previous document or update from inventory prices. | Trading businesses, distributors, wholesalers |
| 13 | Line-Item-wise Fulfilment in Order Management Report | Shows fulfilment status at individual item level instead of only document level. | Trading businesses, distributors, businesses with partial deliveries |
April 2026 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Bank Reconciliation with PDF Statements | Allows users to upload bank statement PDFs directly for reconciliation. | Accountants, finance teams, SMEs |
| 2 | GST Compliance Report for Clients and Vendors | Helps businesses check GST filing history, compliance score, GSTIN status, and e-invoice status. | Indian businesses, accountants, finance teams, procurement teams |
| 3 | Inventory Transaction APIs | Supports stock adjustments and warehouse transfers through APIs. | E-commerce businesses, trading companies, warehouse-heavy businesses |
| 4 | Returns for Serialized Items | Allows returned serialized items to be marked as reusable, damaged, or scrapped. | Electronics sellers, appliance dealers, equipment suppliers |
| 5 | HSN/SAC Descriptions in GSTR-1 HSN Summary | Automatically fills HSN and SAC descriptions in GSTR-1 HSN Summary reports. | GST businesses, accountants, CAs, finance teams |
| 6 | Custom Reports | Lets users save frequently used filtered report views with dynamic date filters. | Business owners, managers, finance teams, sales teams |
| 7 | Change Client in Existing Documents | Allows eligible documents to have the client changed after creation. | High-volume businesses, accounting teams |
| 8 | Quick Document Preview from Dashboard | Lets users preview invoices, quotations, and other documents directly from the dashboard. | Sales teams, accountants, business owners |
| 9 | Meeting Scheduling & Google Calendar Sync in Leads | Enables scheduling, tracking, and syncing meetings directly from lead records. | Sales teams, client-facing teams, agencies, consultants |
| 10 | OCR Scanning for Payment Screenshots | Detects payment screenshots and receipts while recording purchases or expenses. | Reimbursement, petty cash, travel expense, and vendor payment teams |
| 11 | Easier Credit Note Settlement | Lets users settle credit notes against invoices directly from the Credit Note Dashboard. | Businesses issuing credit notes or handling returns |
| 12 | Smarter Price Mapping During Document Conversion | Gives control over whether item prices continue from the previous document or update from inventory prices. | Trading businesses, distributors, wholesalers |
| 13 | Line-Item-wise Fulfilment in Order Management Report | Shows fulfilment status at individual item level instead of only document level. | Trading businesses, distributors, businesses with partial deliveries |
March 2026 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Personalised Sidebar Layout | Lets each team member customise the sidebar based on their workflow. | Multi-user businesses, sales teams, accounting teams |
| 2 | Searchable and Mandatory Custom Fields in Documents | Allows document custom fields to be searchable or mandatory. | Project-based businesses, enterprise teams, approval workflows |
| 3 | Improved Dashboard Graphs | Improves dashboard graphs with better visuals, tooltips, formatting, zoom, and pan controls. | Business owners, managers, finance teams |
| 4 | AI OCR Scanning for Sales Invoices | Converts external sales invoices into draft invoices inside Refrens after verification. | Businesses migrating to Refrens, accountants |
| 5 | Recurring Invoices from Own Email or WhatsApp Number | Allows recurring invoices to be sent from the user’s own email or WhatsApp number. | Subscription businesses, agencies, service providers |
| 6 | Improved Date Period Filters | Adds easier month and year selection for filtering reports and documents. | Accountants, finance teams |
| 7 | UAE TRN on Documents | Allows UAE businesses to add Tax Registration Number on documents. | UAE businesses, VAT-registered businesses |
| 8 | Batch Info in Invoice Line Items | Displays batch code, expiry date, and manufacturing details in invoice line items. | Pharma, FMCG, food, chemical, regulated goods businesses |
Feb 2026 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | All Ledgers Master Report | Gives a consolidated view of all ledger statements in one place. | Accountants, CAs, business owners, finance teams |
| 2 | Client Statement Period While Sending Emails | Lets users select a specific client statement period while sending invoice emails. | Service businesses, agencies, accountants |
| 3 | Due Dates in Purchase Orders | Allows purchase orders to include due dates for expected item arrival. | Trading businesses, distributors, purchase teams |
| 4 | Save & Create New Documents Faster | Lets users save one document and immediately start creating the next. | Accountants, finance teams, high-volume document users |
| 5 | Lock Invoice Edits After E-Invoice Generation | Locks invoice edits after e-invoice generation to protect government-validated data. | GST businesses, accountants, compliance teams |
| 6 | Order Management Report | Shows how much of an order is billed, fulfilled, pending, or utilised. | Trading businesses, distributors, order-heavy businesses |
| 7 | Item Categorization in Inventory | Categorise inventory items as Finished Goods, Raw Materials, Consumables, Packaging Materials, and more, with sellable/non-sellable logic. | Inventory teams, traders, distributors, wholesalers |
| 8 | Inventory Items APIs | Create, find, get, update, and remove inventory items through APIs to sync stock with external platforms. | E-commerce businesses, developers, ERP integrations |
January 2026 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Approval Reminders and Auto-Escalation | Send automated reminders to approvers and escalate overdue approvals to a designated owner. | Approval teams, finance teams, procurement teams |
| 2 | Enterprise Invoice Template | New grid-based invoice template with clearer billing, shipping, transport, notes, and terms sections. | Enterprises, finance teams, GST businesses |
| 3 | GSTR-3B Summary Report | View section-wise GSTR-3B data and download the summary as a PDF. | GST businesses, accountants, CAs |
| 4 | Client and Vendor Outstanding Report | View invoice-level receivables and purchase-level payables with overdue details and CSV export. | Finance teams, accountants, business owners |
| 5 | Delete Bank Statements and Reconciliation Records | Delete bank statements, bank books, and reconciliation sets with safeguards to protect reconciled data. | Accountants, finance teams |
| 6 | Inventory Items Dashboard | View item details, stock levels, batches, transactions, pricing, warehouses, and ledgers from one dashboard. | Inventory managers, warehouse teams, distributors |
| 7 | Bulk Reverse Journal Vouchers | Reverse multiple incorrect journal vouchers at once and receive a detailed email summary. | Accountants, finance teams, compliance teams |
| 8 | Stock Status Report | Track critical, low, well-stocked, and overstocked inventory across warehouses with quick actions. | Inventory teams, warehouse teams, purchase teams |
| 9 | Saudi Riyal Currency Symbol | Refrens now uses the official Saudi Riyal symbol instead of “SAR” across documents and interfaces. | Saudi businesses, GCC businesses, finance teams |
December 2025 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Trade India Lead Integration | Fetch leads directly from Trade India into Refrens Sales CRM. | Sales teams, B2B businesses, lead generation teams |
| 2 | Tax on Extra Charges | Apply tax on extra charges like shipping, packaging, and handling in documents. | GST businesses, finance teams, traders |
| 3 | Improved Client and Vendor Statement PDFs | Statement PDFs now include clearer balance cards, net change, and running balance. | Accountants, finance teams, business owners |
| 4 | Serial Numbers in Line Items | Shows serial numbers next to document line items to make large documents easier to review. | Accountants, sales teams, high-volume document users |
| 5 | Recurring Invoice End Rules | Stop recurring invoices after a fixed date, after a set number of cycles, or keep them running indefinitely. | Subscription businesses, agencies, service providers |
| 6 | Default Reorder and Overstock Points | Set default reorder and overstock thresholds for all new inventory products. | Inventory teams, purchase teams, warehouses |
| 7 | Optional Batch Details by Document Type | Control whether batch details are required or optional for quotations, purchase orders, invoices, and more. | Inventory-led businesses, pharma, FMCG, distributors |
| 8 | Attach Client or Vendor Statement in Emails | Attach client or vendor statements while sending invoices and other documents via email. | Finance teams, accountants, client-facing teams |
| 9 | Refresh Client or Vendor Balance on Preview | Refresh the latest client or vendor closing balance directly from document preview. | Accountants, finance teams |
| 10 | Default Due Dates for Clients and Vendors | Set default due dates for each client or vendor so invoices and expenses get the right payment terms automatically. | Finance teams, agencies, service businesses |
| 11 | Advanced Dashboard Filters | Use Include/Exclude and AND/OR logic in dashboard filters for more accurate searches. | Sales teams, finance teams, operations teams |
November 2025 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Auto-Add Documents to Approval Workflows | Automatically add invoices, quotations, purchases, POs, and other documents to approval workflows. | Approval teams, finance teams, procurement teams |
| 2 | Warehouse Details in Inventory Dashboard | Expand inventory rows to view warehouse-wise stock and status in one place. | Inventory teams, warehouses, distributors |
| 3 | Freya AI Access Control | Control which team members can access Freya AI using user roles and permissions. | Admins, finance teams, multi-user businesses |
October 2025 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Custom Approval Status Labels | Rename approval statuses like In Progress, Approved, and Rejected to match business workflows. | Approval teams, finance teams, operations teams |
| 2 | All Inventory Transactions Report | View all stock movements across items, warehouses, batches, and source documents in one report. | Inventory teams, warehouse teams, distributors |
| 3 | Configurable Duplicate Lead Detection | Choose which fields identify duplicate leads, such as name, email, or phone. | Sales teams, CRM admins, agencies |
| 4 | Attachments in Payments and Receipts | Attach payment slips, receipts, and supporting files while recording payments or creating receipts. | Finance teams, accountants, audit teams |
| 5 | Proforma Invoice Approval Workflows | Create approval workflows for proforma invoices with stage-wise controls. | Sales teams, finance teams, compliance teams |
| 6 | Create Purchase Order from Low Stock Items | Create purchase orders directly from low or critical stock items with prefilled vendor, quantity, and price. | Purchase teams, inventory managers, warehouses |
| 7 | Watermark on Documents | Add logo or text watermarks to invoices and other documents with control over opacity, rotation, and scale. | Finance teams, agencies, branded businesses |
September 2025 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Freya Voice Assistant | Talk to Freya AI using voice and get spoken responses for accounting and finance queries. | Business owners, accountants, finance teams |
| 2 | Role-Based Access for Workflows | Control workflow access with role-based permissions and approval visibility. | Admins, approval teams, finance teams |
| 3 | Workflow Details on Dashboards | View workflow name, assignee, stage, approval status, and approval history from dashboards and preview pages. | Sales teams, finance teams, approval teams |
| 4 | Workflow Email Alerts | Send email alerts for assigned, completed, rejected, or changed approvals. | Approvers, creators, workflow teams |
| 5 | Party Transaction Report | Analyse item-wise buying and selling activity for each client or vendor over a selected period. | Sales teams, inventory teams, finance teams |
| 6 | Duplicate Detection in Bank Statements | Detect duplicate transactions when uploading overlapping bank statement periods. | Accountants, finance teams |
| 7 | Batch Summary on Invoice Preview | Show batch details like manufacturer, expiry date, warehouse, and manufacturing date on invoice preview. | Pharma, FMCG, regulated inventory businesses |
| 8 | Landed Cost in Inventory | Record extra costs like transport, delivery, and handling to calculate real inventory cost. | Importers, traders, distributors |
| 9 | Inventory Valuation Report | View stock quantity, stock value, and value share at item or warehouse level. | Inventory teams, business owners, accountants |
| 10 | Sidebar Create New Shortcuts | Create documents, clients, vendors, and vendor leads directly from the sidebar. | Power users, sales teams, accountants |
| 11 | Client and Vendor Balance Tabs | View net billed or purchased amount, TDS, and current balance from document preview pages. | Finance teams, accountants |
| 12 | GSTR-1 Auto-Validation | Auto-check GSTR-1 reports for missing GSTINs, duplicate document numbers, and filing errors before download. | GST businesses, accountants, CAs |
| 13 | Approval Activity History | View who changed what and when during the approval process. | Approval teams, compliance teams |
| 14 | Workflow In-App Alerts | Get real-time inbox alerts for assigned, changed, approved, or rejected workflow items. | Approvers, creators, sales teams |
| 15 | Purchase Order Approval Workflows | Create custom approval workflows for purchase orders. | Procurement teams, finance teams |
| 16 | Stage-Wise Approval Action Controls | Define what users can do at each approval stage, such as edit, share, cancel, convert, or mark paid. | Admins, approval teams, finance teams |
| 17 | Create Entries from Unmatched Bank Transactions | Create payment receipts, payout receipts, or journal entries from unmatched bank transactions. | Accountants, finance teams |
| 18 | WhatsApp Message Preview | Preview WhatsApp messages before sending them to clients. | Sales teams, finance teams, support teams |
| 19 | E-Invoice Status Filter | Filter invoices by e-invoice status such as generated, cancelled, failed, or not generated. | GST businesses, accountants |
| 20 | E-Way Bill APIs | Generate e-way bills automatically using Refrens APIs. | Developers, ERP integrations, GST businesses |
August 2025 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Advanced Document Conversion | Partially convert documents or combine multiple documents into one for split delivery, bulk billing, and linked tracking. | Sales teams, inventory teams, distributors |
| 2 | Lead Configuration for Auto-Generated Leads | Control whether quotations create leads automatically and choose the pipeline or stage for those leads. | Sales teams, CRM admins |
July 2025 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | GSTR-1 Report Enhancements | Download JSON, view B2B/B2C HSN bifurcation, and review document summary as per GST filing needs. | GST businesses, accountants, CAs |
| 2 | RFQ Links | Create and send RFQ links to collect standardised quotations from vendors. | Procurement teams, purchase teams, wholesalers |
| 3 | Bank Statement Reconciliation | Upload bank statements and automatically match transactions with ledger records. | Accountants, finance teams |
| 4 | Team Sales Report | Track salesperson-wise leads, revenue, conversion rate, closure time, and response metrics. | Sales managers, CRM teams |
| 5 | Client Performance Report | Track client-wise revenue, lead conversion, closed deals, deal size, and last interaction. | Sales teams, business owners |
| 6 | Lead Source Report | Compare lead sources by revenue, conversion rate, deal value, and lead quality. | Sales teams, marketing teams |
| 7 | Inventory Stock Thresholds | Set reorder and overstock limits to track Critical, Low-Stock, Well-Stocked, and Overstocked items. | Inventory teams, purchase teams |
| 8 | Custom Batch Fields | Add custom fields to batches for supplier details, warranty, inspection, or other batch data. | Inventory teams, pharma, FMCG |
| 9 | Product Dimensions and Weight | Record item dimensions and weight to calculate CBM and support shipping cost estimates. | Exporters, traders, logistics teams |
| 10 | Cash Flow Statement | View operating, investing, and financing cash flow with PDF download. | Business owners, accountants, finance teams |
| 11 | Lead Follow-Up Alerts | Send on-site alerts to assigned salespeople 15 minutes before lead follow-ups. | Sales teams, CRM users |
| 12 | OCR Scanning for Expenses | Upload vendor invoices and automatically create purchase or expense records. | Accountants, finance teams, expense-heavy businesses |
June 2025 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Batch-wise Expiry Report | Track expired and near-expiry stock across time ranges, batches, and warehouses. | Pharma, FMCG, warehouses, inventory teams |
| 2 | Freya AI Accounting Assistant | Ask finance and accounting questions and get answers from business data using AI. | Business owners, accountants, finance teams |
| 3 | Redesigned Sidebar Structure | Separates Sales, Purchases & Expenses, Inventory, Reports, and Bank & Payments for easier navigation. | All Refrens users, multi-module businesses |
| 4 | Warehouse Dashboard | View warehouse-level inventory details and transactions from a dedicated dashboard. | Inventory teams, warehouse teams |
| 5 | Bulk Update Inventory | Update multiple item details like price, name, and description using an Excel upload. | Inventory teams, catalog managers |
| 6 | Delivery Challan from Stock Transfer | Generate delivery challans automatically while transferring stock between locations. | Inventory teams, warehouses, logistics teams |
| 7 | Multiple WhatsApp Business Numbers | Connect multiple WhatsApp Business numbers and choose which one to send messages from. | Sales teams, support teams, multi-branch businesses |
| 8 | View All Leads Linked to a Client | See all leads linked to a specific client or organisation from the client dashboard. | Sales teams, account managers |
| 9 | Payment Details on Quotations | Show bank and UPI payment details directly on quotations. | Sales teams, service businesses |
| 10 | Cashfree Payment Collection | Collect payments from invoices using Cashfree and auto-reconcile payments with receipts and ledgers. | Finance teams, businesses collecting online payments |
May 2025 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Vendor Onboarding and Purchase Approval Workflows | Manage vendor leads, onboarding, PAN and bank verification, and purchase approvals through workflows. | Procurement teams, finance teams, vendor management teams |
| 2 | RFI Links | Create and send Request for Invoice links to collect vendor invoices in a standard format. | Procurement teams, finance teams, vendor-heavy businesses |
April 2025 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Auto-Assign Duplicate Leads | Assign new duplicate leads to the same owner as the existing matching lead. | Sales teams, CRM admins |
| 2 | Custom Email Domain via SMTP | Connect a custom email domain via SMTP to send emails from Refrens. | Sales teams, finance teams, businesses using own domain |
| 3 | Bulk Upload Batches | Upload batch details for multiple items using a CSV file. | Inventory teams, warehouses, pharma, FMCG |
| 4 | Trial Balance Report Improvements | Download Trial Balance in PDF/Excel, use custom date filters, and hide zero-entry accounts. | Accountants, CAs, finance teams |
| 5 | Inactive Ledger Accounts | Archive unused ledger accounts by marking them inactive while keeping the option to restore them. | Accountants, finance teams |
| 6 | Malaysia E-Invoicing for Credit/Debit Notes | Generate e-invoices for credit and debit notes and cancel e-invoices from Refrens. | Malaysia businesses, finance teams |
| 7 | Vendor Bank Details | Record vendor bank account number, account type, IFSC, SWIFT, IBAN, and other payout details. | Procurement teams, finance teams |
| 8 | Higher Precision Item Rates | Keep item rates exempt from invoice-wide round-off settings for more precise billing. | Finance teams, traders, businesses with precision pricing |
March 2025 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Batch-wise Inventory Tracking | Track items by batch code, expiry date, manufacturing details, warehouse, and transaction history. | Pharma, FMCG, warehouses, inventory teams |
| 2 | Ledger Statement Upgrades | Download ledger PDFs, use custom date filters, view transaction-wise balances, and linked document numbers. | Accountants, CAs, finance teams |
| 3 | Weighted Item-wise Discounts | Apply a total discount amount across invoice items on a weighted basis. | Sales teams, finance teams |
| 4 | E-Invoice PDFs for Credit/Debit Notes | Download e-invoice PDFs for credit notes and debit notes. | GST businesses, accountants |
| 5 | Malaysia LHDN E-Invoicing | Generate, download, and share LHDN-compliant e-invoices from Refrens. | Malaysia businesses, finance teams |
| 6 | Warehouse-based Shipped From Address | Auto-update the Shipped From address by selecting the warehouse. | Inventory teams, multi-location businesses |
| 7 | Horizontal Balance Sheet View | View the Balance Sheet in horizontal format along with the vertical format. | Accountants, business owners, finance teams |
| 8 | Vendor Ageing Report | Track outstanding vendor payments using ageing brackets based on due dates. | Finance teams, procurement teams |
| 9 | Rich Text and Plain Text Emails | Choose between rich text and plain text formats while emailing documents. | Sales teams, finance teams, support teams |
February 2025 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Malaysia Billing Details Fields | Add SST, TIN, BRN, NRIC, TTR, and PAS numbers in billing and shipping details. | Malaysia businesses, finance teams |
| 2 | Payout Receipts | Generate payout receipts for vendor payments, advances, and lump-sum settlements. | Finance teams, accountants, procurement teams |
| 3 | GSTR-2B Reconciliation Enhancements | Create missing expenses, accept GSTN values for partial matches, and mark entries for later reconciliation. | GST businesses, accountants, CAs |
| 4 | E-Invoicing for Debit Notes | Generate e-invoices for debit notes and link them with original invoices where needed. | GST businesses, accountants |
| 5 | Form Button Colour Customisation | Customise lead form submit button colours to match brand or website design. | Marketing teams, website managers, agencies |
January 2025 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Transfer Stock | Move stock between warehouses, branches, or locations individually or in bulk. | Inventory teams, warehouse teams, distributors |
| 2 | Editable Place of Supply | Edit Place of Supply in GST documents when it differs from the client’s state. | GST businesses, accountants |
| 3 | Delivery Challan from Sales Order | Generate delivery challans from sales orders in one click. | Sales teams, inventory teams, logistics teams |
| 4 | ZATCA Phase 2 E-Invoicing | Generate and download ZATCA Phase 2-compliant e-invoices from Refrens. | Saudi businesses, GCC finance teams |
| 5 | Do Not Reconcile in GSTR-2B | Exclude non-business or non-purchase expenses from GSTR-2B reconciliation. | GST businesses, accountants |
| 6 | Debit Note Payment Auto-Sync | Auto-create ledgers, vouchers, and journal entries for payments recorded against debit notes. | Accountants, advanced accounting users |
December 2024 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | E-Invoice APIs | Automatically generate and cancel e-invoices using Refrens APIs. | Developers, ERP integrations, GST businesses |
| 2 | Sort Code for UK and Ireland Bank Accounts | Add Sort Code to bank account details for UK and Ireland businesses. | UK businesses, Ireland businesses, finance teams |
| 3 | One-Click Client and Vendor Acceptance | Let clients and vendors approve shared documents like quotations and invoices with email verification. | Sales teams, procurement teams, agencies |
| 4 | Accounts Receivable Ageing Report | Track overdue payments and forecast expected cash flow using client ageing data. | Finance teams, business owners |
| 5 | Warehouse Management | Add multiple warehouses, allocate inventory, update stock by location, and view warehouse transactions. | Inventory teams, multi-location businesses |
November 2024 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Custom Document Templates | Get custom templates created for invoices, quotations, purchase orders, and other documents. | Enterprises, agencies, branded businesses |
| 2 | Ledger Navigation from Reports | Open individual ledger statements directly from accounting reports like P&L and Balance Sheet. | Accountants, finance teams |
| 3 | Default Item Type | Set Product, Service, or One-time as the default item type while creating documents. | Service businesses, sales teams, accountants |
| 4 | Saved Dashboard Chart Type | Save preferred chart type like line, bar, or scatter plot on dashboards. | Business owners, managers |
| 5 | GSTR-2B Reconciliation | Match vendor-filed GST data with books, find discrepancies, and improve ITC accuracy. | GST businesses, accountants, CAs |
| 6 | Chart of Accounts Download | Access and download Chart of Accounts with ledger balances and account details. | Accountants, CAs, finance teams |
| 7 | WhatsApp Business Integration | Send invoices, quotations, reminders, and more from your own WhatsApp Business number. | Sales teams, finance teams, client-facing teams |
| 8 | Custom Form Submission Emails | Customise emails sent after lead form submissions using templates and variables. | Marketing teams, sales teams |
| 9 | Bulk Inventory Adjustment | Adjust stock in bulk for audits, returns, damages, supplier changes, or transfers. | Inventory teams, warehouse teams |
October 2024 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Email Personalisation Variables | Insert dynamic variables like contact name and company name into sales emails. | Sales teams, marketing teams |
| 2 | Platform Speed Improvements | Improved loading speed and performance across documents, data retrieval, and navigation. | All users |
| 3 | Faster Item Selection | Add new items from the top of suggestions and navigate item suggestions using keyboard arrows. | Sales teams, accountants, frequent document users |
| 4 | Tax Details in Quick Expenses | Add tax type and tax rate while recording quick or petty expenses. | Finance teams, accountants |
| 5 | Product, Service, and One-Time Item Types | Mark line items as Product, Service, or One-Time to control inventory tracking and suggestions. | Sales teams, inventory teams |
| 6 | QR Codes on Documents | Add QR codes to invoices and accounting documents to show document details when scanned. | Finance teams, businesses sharing digital documents |
September 2024 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Outlook Email Integration | Connect Outlook or Microsoft 365 email accounts to send emails from Refrens. | Sales teams, finance teams, Microsoft 365 users |
| 2 | Debit Note Credits in Vendor Payments | Use unutilised vendor debit note credits while recording purchase or expense payments. | Finance teams, accountants |
| 3 | Editable Payment Receipts | Edit payment receipt details and change invoices linked for reconciliation. | Finance teams, accountants |
August 2024 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Refrens iOS App | Manage invoicing, accounting, sales, and business operations from Apple devices. | Business owners, sales teams, iPhone users |
| 2 | Email Templates | Use ready-made email templates with dynamic variables and template management options. | Sales teams, finance teams, support teams |
| 3 | Meta Ads Lead Fetching | Fetch leads generated from Facebook and Instagram Ads into Refrens. | Marketing teams, sales teams, agencies |
| 4 | Purchase, Expense, and Petty Expense Categories | Record business spending under Purchases, Expenses, and Petty Expenses for cleaner tracking. | Accountants, finance teams, SMEs |
| 5 | GSTR-1 Credit/Debit Note Support | Auto-populate GSTR-1 with Credit Notes, Debit Notes, and B2C invoices above ₹1 lakh as per GST rules. | GST businesses, accountants, CAs |
| 6 | Lead Form Redirects | Redirect users to a website, social page, or landing page after form submission. | Marketing teams, website managers, agencies |
| 7 | UAE VAT Reports | Generate, view, and download UAE VAT return reports in Excel or PDF. | UAE businesses, VAT-registered businesses |
| 8 | Duplicate Lead Identification | Identify and mark duplicate leads to keep the CRM database clean. | Sales teams, CRM admins |
| 9 | Item Price Configuration | Choose whether item prices should come from last used price or inventory-configured price. | Sales teams, traders, inventory-led businesses |
July 2024 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | E-Invoice PDF Download and IRN Status Update | Download GST portal e-invoice PDFs and fetch or update IRN status directly from Refrens. | GST businesses, accountants, finance teams |
| 2 | Bulk Upload Vouchers | Upload large volumes of voucher entries in bulk while migrating or managing accounting data. | Accountants, finance teams, businesses migrating data |
| 3 | GSTR-2B Reports | Fetch, view, and download GSTR-2B reports with summary, vendor, and detailed views. | GST businesses, accountants, CAs |
| 4 | Auto Distance Calculation for E-Way Bills | Leave the distance field blank and let Refrens auto-calculate it while generating e-way bills. | GST businesses, logistics teams |
| 5 | Shopify App Integration | Auto-create and send invoices for Shopify orders, manage refunds, and track payment status. | Shopify sellers, e-commerce brands |
| 6 | Meta Lead Integration | Fetch Facebook and Instagram leads directly into Refrens Sales CRM. | Sales teams, marketing teams, agencies |
June 2024 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | New Document Conversion Options | Convert POs, quotations, proformas, delivery challans, and invoices with more one-click options. | Sales teams, finance teams, operations teams |
| 2 | Lead Form Auto-Assignment | Automatically assign leads from specific forms to selected salespeople. | Sales teams, CRM admins |
| 3 | IndiaMART Push API Integration | Receive IndiaMART leads instantly in Refrens Sales CRM using Push API. | Sales teams, B2B businesses |
| 4 | Balance Sheet and P&L Report Improvements | View cleaner Balance Sheet and P&L reports with PDF download. | Accountants, business owners, finance teams |
| 5 | Units of Measurement in Documents | Add and customise units like meters, kilograms, or other measurement units in documents. | Traders, wholesalers, inventory-led businesses |
| 6 | Auto-Expand Package Items | Add bundled/package items as separate line items in documents with one click. | Inventory teams, sellers of bundled products |
| 7 | Payment Details in E-Invoice | Include invoice payment received or due details while generating IRN. | GST businesses, accountants |
| 8 | Improved Search | Search documents, clients, and leads using partial names or keywords. | All Refrens users |
May 2024 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Document Audit Trail | Track who changed a document, what changed, and when the change was made. | Finance teams, audit teams, business owners |
| 2 | Employee Reimbursement from Employee Accounts | Record employee reimbursements directly from employee payment accounts. | Finance teams, HR teams, accountants |
| 3 | HSN/SAC Search in Invoices | Search and select HSN/SAC codes directly while creating invoices. | GST businesses, accountants |
| 4 | Refrens Mobile App | Create invoices, quotations, and manage business tasks from the mobile app. | Business owners, sales teams, mobile users |
| 5 | Invoice API Keys | Generate API keys from business settings to automate invoice creation from external systems. | Developers, SaaS platforms, e-commerce businesses |
| 6 | E-Way Bills for Delivery Challans | Generate e-way bills from delivery challans directly in Refrens. | GST businesses, logistics teams |
| 7 | Pabbly Connect Integration | Automate document creation, edits, emails, payments, cancellations, and refunds using Pabbly workflows. | Developers, automation teams, e-commerce sellers |
| 8 | E-Way Bill and E-Invoice Field Visibility Controls | Choose which e-way bill or e-invoice fields appear on public invoice views. | GST businesses, finance teams |
| 9 | IndiaMART Lead Management Controls | Filter, fetch, pause, or route IndiaMART leads into selected pipelines. | Sales teams, B2B businesses |
| 10 | Forex Conversion and TDS Automation | Show editable forex conversion rates and auto-calculate TDS using percentage input. | Exporters, accountants, finance teams |
April 2024 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | IndiaMART Historical Leads | Fetch up to one year of historical IndiaMART leads into Refrens. | Sales teams, B2B businesses |
| 2 | Bank Account Custom Fields | Add extra bank details like branch, country codes, or custom information in bank accounts. | Finance teams, international businesses |
| 3 | Tax Summary in Invoices | Show tax breakdown by tax rate in invoice summaries or separate tax tables. | GST businesses, finance teams |
| 4 | Product-wise P&L Report | Track average buying price, selling price, and gross margin for inventory items. | Traders, distributors, inventory-led businesses |
| 5 | Lead Source Column | View and filter leads by source directly from the leads dashboard. | Sales teams, marketing teams |
| 6 | Quotation Follow-Up Reminders | Schedule automated WhatsApp or email reminders for quotations before expiry. | Sales teams, agencies, service businesses |
| 7 | Tags from Document Dashboards | Add or remove tags directly from document dashboards without opening each document. | Finance teams, sales teams |
| 8 | Advanced Accounting Without Document Sync | Enable Advanced Accounting without syncing documents first. | Accountants, Books Pro users |
| 9 | SKU Search | Search inventory items by SKU IDs in invoice line items and inventory dashboard. | Inventory teams, warehouse teams |
March 2024 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | Inactive Payment Accounts | Mark unused bank, employee, or payment accounts as inactive to avoid wrong transactions. | Accountants, finance teams |
| 2 | Bulk Add Tags | Add tags to multiple invoices and documents directly from dashboards. | Finance teams, operations teams |
| 3 | Product Image Column in Invoices | Show product thumbnails as a separate column in invoices. | Product sellers, traders, e-commerce businesses |
| 4 | Custom Config Bulk Upload Improvements | Bulk upload documents with custom fields, columns, and formulas more smoothly. | Accountants, finance teams, high-volume businesses |
| 5 | Flexible Recurring Invoices and Expenses | Set recurring invoices or expenses at custom intervals such as every 10 days, monthly, or quarterly. | Subscription businesses, agencies, finance teams |
| 6 | Payment Receipt Customisation | Customise payment receipts with logo, colour, font, letterhead, footer, page size, and more. | Finance teams, branded businesses |
| 7 | Enhanced Client Statements | View debit and credit transactions separately and track client balances across periods. | Accountants, finance teams |
| 8 | HSN Summary in Invoices and Reports | Show HSN summaries in invoices and generate HSN reports for receivables and payables. | GST businesses, accountants |
| 9 | Tag-wise Reports | Track project-wise income, expenses, and profitability using tags. | Agencies, service businesses, project teams |
February 2024 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | ITC Eligibility in Expenses | Mark items as eligible or ineligible for Input Tax Credit while recording expenses. | GST businesses, accountants |
| 2 | Multiple Vendor Shipping Addresses | Save multiple shipping addresses for vendors and auto-fill them while recording expenses. | Procurement teams, finance teams |
| 3 | Payment Accounts | Track money movement across bank accounts, cards, wallets, UPI IDs, and cash accounts. | Finance teams, accountants, business owners |
| 4 | Auto Payment Receipts | Automatically generate payment receipts for client payments, advances, and lump-sum settlements. | Finance teams, accountants, service businesses |
January 2024 Updates
| Sr. No. | Feature Name | Description | Suitable For |
|---|---|---|---|
| 1 | IndiaMART Lead Integration | Capture IndiaMART leads directly into Refrens Sales CRM in real time. | Sales teams, B2B businesses |
| 2 | Reply-To Email Address | Set a reply-to email address while sending emails from Refrens. | Sales teams, support teams |
| 3 | Send Emails from Own Gmail | Connect Gmail or Google Workspace email to send communication from your own address. | Sales teams, finance teams |
| 4 | Duplicate Line Items | Duplicate item details while creating invoices or quotations to save repetitive entry. | Sales teams, accountants |
| 5 | Active and Managed Inventory Tabs | Separate all inventory items from stock-managed items for clearer inventory control. | Inventory teams, business owners |
| 6 | Quotation Validity and Reminders | Add Valid Till dates to quotations and send WhatsApp or email reminders. | Sales teams, agencies |
| 7 | Profit and Loss Report | Generate automated P&L reports with gross and net profit breakdown. | Business owners, accountants |
| 8 | Permanent Document Deletion | Permanently delete invoices, quotations, and other documents from the deleted section. | Admins, finance teams |
2022 – ’23 Updates
| Sr. No. | Month/Year | Feature Name | Description | Suitable For |
|---|---|---|---|---|
| 1 | December 2023 | Real-time Journal Entries | View automated journal entries, ledger entries, and linked vouchers from document preview pages. | Accountants, Books Pro users |
| 2 | December 2023 | E-Way Bill Fixes | Improved the experience of generating e-way bills with technical fixes. | GST businesses, logistics teams |
| 3 | December 2023 | Cancel E-Way Bills | Cancel e-way bills directly from Refrens within the allowed cancellation window. | GST businesses, finance teams |
| 4 | November 2023 | E-Way Bill Generation | Generate, download, and update e-way bill details directly from Refrens invoices. | GST businesses, logistics teams |
| 5 | November 2023 | Send Documents from Own Email | Send invoices, quotations, and documents from your own Gmail or Google Workspace email. | Sales teams, finance teams |
| 6 | November 2023 | Inventory Tags on Dashboard | View and filter inventory tags directly from the inventory dashboard. | Inventory teams, warehouse teams |
| 7 | November 2023 | Credit Note Utilisation Status | Track whether credit notes are partially utilised or fully redeemed. | Finance teams, accountants |
| 8 | November 2023 | Lead Labels from Dashboard | Add or edit lead labels directly from the leads dashboard. | Sales teams, CRM users |
| 9 | November 2023 | New Lead Notifications | Get WhatsApp and on-site notifications when new leads are received. | Sales teams, business owners |
| 10 | November 2023 | Reverse Charge Support | Mark reverse charge as applicable while creating invoices, quotations, proformas, or expenses. | GST businesses, accountants |
| 11 | October 2023 | E-Way Bills for E-Invoice Businesses | Create e-way bills with invoice details auto-filled from Refrens. | GST businesses, logistics teams |
| 12 | October 2023 | TDS for Global Businesses | Record TDS outside India and access TDS payable and receivable reports. | International businesses, finance teams |
| 13 | October 2023 | Higher Bulk E-Invoice Limit | Generate up to 50 e-invoices in one batch instead of 15. | GST businesses, high-volume billing teams |
| 14 | October 2023 | E-Commerce Operator in Invoices | Add e-commerce operator details to invoices for correct GSTR-1 reporting. | Online sellers, GST businesses |
| 15 | October 2023 | IRN for SEZ and Overseas Credit/Debit Notes | Generate IRN for credit and debit notes involving SEZ and overseas clients. | Exporters, GST businesses |
| 16 | September 2023 | Pipeline Summary Enhancements | Use multi-select filters, line chart visuals, and clickable stage cards in pipeline summaries. | Sales teams, CRM managers |
| 17 | September 2023 | Custom Fields in Bulk Upload Samples | Include custom fields in sample bulk upload files for leads, clients, and invoices. | Admins, operations teams |
| 18 | September 2023 | Lead Custom Fields Section | View and edit pipeline custom fields directly from lead pages. | Sales teams, CRM users |
| 19 | September 2023 | E-Invoice Acknowledgement Details | View e-invoice acknowledgement details from invoice preview and dashboard. | GST businesses, accountants |
| 20 | September 2023 | IRN Display Location | Choose where IRN appears on documents, including a single-line format above line items. | GST businesses, finance teams |
| 21 | September 2023 | Lead Form Reply-To Email | Choose which email address receives replies after form submissions. | Sales teams, marketing teams |
| 22 | September 2023 | Cess as Additional Tax | Add cess as an additional tax in invoices, quotations, e-invoices, and other documents. | GST businesses, accountants |
| 23 | August 2023 | Default Team Roles | Add team members faster using predefined roles and permissions. | Admins, multi-user businesses |
| 24 | August 2023 | Signed QR Codes | Replace regular QR codes with signed QR codes on IRN-generated documents. | GST businesses, finance teams |
| 25 | August 2023 | Payment and Receipt Voucher Automation | Auto-create or revert vouchers for payments and receipts, and sync credit/debit notes with ledgers. | Accountants, Books Pro users |
| 26 | August 2023 | Advanced Accounting | Use ledgers, journal entries, vouchers, Balance Sheet, and Income Statement inside Refrens. | Accountants, business owners |
| 27 | August 2023 | Scrollable Line Items | Improve performance while creating documents with many line items. | High-volume billing teams |
| 28 | July 2023 | IRN for Credit and Debit Notes | Generate, cancel, share, and manage IRN for Credit Notes and Debit Notes. | GST businesses, accountants |
| 29 | July 2023 | Quotation Reminders | Send or schedule WhatsApp and email reminders for quotation follow-ups. | Sales teams, agencies |
| 30 | July 2023 | GSTR-1 Report | Generate GSTR-1 reports for selected filing periods. | GST businesses, accountants |
| 31 | July 2023 | GST Details Verification | Verify client and vendor GST details like GST status, legal name, and address. | GST businesses, finance teams |
| 32 | June 2023 | Testimonials Sidebar | Access and request testimonials directly from the sidebar. | Agencies, service businesses |
| 33 | June 2023 | Sales Orders | Create, share, manage, and track Sales Orders in Refrens. | Sales teams, traders, wholesalers |
| 34 | June 2023 | Form-wise Custom Field Attributes | Set custom field behaviour like default, hidden, or mandatory separately for each form. | Marketing teams, sales teams |
| 35 | June 2023 | Duplicate Client Detection | Get alerts when creating a client that already exists. | Sales teams, finance teams |
| 36 | June 2023 | Safer Signature Pad | Prevent accidental scribbling on uploaded signatures by opening the signature pad only when selected. | Finance teams, document creators |
| 37 | June 2023 | Delete Forms | Delete forms that are no longer required while retaining generated leads and contacts. | Marketing teams, CRM admins |
| 38 | May 2023 | Form Logo and Description | Add brand logo and descriptive text to lead capture or contact forms. | Marketing teams, agencies |
| 39 | May 2023 | Automated Testimonial Requests | Send testimonial requests automatically when invoices are marked as paid. | Service businesses, agencies |
| 40 | May 2023 | E-Invoices for SEZ and Exports | Generate e-invoices for SEZ and export supplies with or without payment. | Exporters, GST businesses |
| 41 | May 2023 | Client and Prospect Filters | Filter clients, leads, and prospects to track interactions in one place. | Sales teams, account managers |
| 42 | April 2023 | Bulk Upload Leads | Upload leads from Excel into Refrens Sales CRM in bulk. | Sales teams, CRM admins |
| 43 | April 2023 | Featured Projects Auto-Share | Automatically share featured projects in the Refrens Feed. | Service providers, agencies |
| 44 | March 2023 | Custom Fields in Add New Lead Form | Show pipeline and form custom fields inside the Add New Lead form. | Sales teams, CRM users |
| 45 | March 2023 | Featured Projects | Get selected projects featured with badges for better visibility and trust. | Freelancers, agencies, service businesses |
| 46 | March 2023 | Inventory Permissions | Control who can create, edit, view, or delete inventory items. | Admins, inventory teams |
| 47 | January 2023 | Lead Capture Forms | Create custom forms to capture leads from websites, social media, and shared links. | Sales teams, marketing teams |
| 48 | January 2023 | Custom Domain for Refrens Profile | Link your Refrens profile to a custom domain. | Freelancers, agencies, service businesses |
| 49 | December 2022 | Festive Greeting Templates | Send Christmas and New Year greetings to clients and vendors. | Client-facing teams, service businesses |
| 50 | December 2022 | Invoice Due and Recurring Revenue Tracking | Track upcoming invoice dues and understand recurring billing cycles. | Finance teams, subscription businesses |
| 51 | December 2022 | Impression Analytics | Track reach and impressions for Projects and Services. | Service providers, agencies |
| 52 | December 2022 | Quantity Column Totals | Add totals for quantity columns in accounting documents. | Traders, service businesses, billing teams |
| 53 | December 2022 | Full-width Long Descriptions | Long line item descriptions use full width for cleaner documents. | Document-heavy businesses |
| 54 | November 2022 | Portfolio Links on Profile | Add GitHub, Behance, Dribbble, Medium, and other portfolio links to business profiles. | Freelancers, agencies, creators |
| 55 | November 2022 | Custom Invoice Due Dates | Customise invoice due dates based on business requirements. | Finance teams, service businesses |
| 56 | November 2022 | Terms and Conditions Suggestions | Auto-suggest terms and conditions from previous documents using keywords. | Sales teams, finance teams |
| 57 | November 2022 | Invoice Reminder Controls | Control reminder timing and frequency for unpaid invoices. | Finance teams, business owners |
| 58 | November 2022 | Lead Management Features | Create multiple pipelines, custom stages, custom fields, and labels for lead management. | Sales teams, CRM users |
Refrens Complete Feature List
| Category | Feature | Description |
| Receivables & Payables | Document Creation | Create invoices, quotations, proformas, sales orders, purchase orders, credit/debit notes, receipts, delivery challans, expenses, and more. |
| Receivables & Payables | Document Sharing | Share documents by email, WhatsApp, PDF, print, or link, and track delivery and viewing status from Refrens. |
| Receivables & Payables | Document Customisation | Customise templates, fields, columns, formulas, headers, footers, language, currency, and print layout for each document. |
| Receivables & Payables | Branding & Watermark | Add your logo, brand watermark, colours, and design preferences to create professional branded documents. |
| Receivables & Payables | Custom Fields | Add custom fields to capture business-specific details beyond the default document, client, vendor, and lead fields. |
| Receivables & Payables | Custom PDF File Names | Set a consistent PDF naming format using document details such as number, client, date, and type. |
| Receivables & Payables | Document Tags | Tag invoices and other documents to organise, filter, and track records by project, team, status, or custom category. |
| Receivables & Payables | Document Language & Script | Create invoices and other documents in different languages or scripts for local or international use. |
| Receivables & Payables | Document Conversion | Convert one document into another in one click, such as quotation to invoice or purchase order to purchase. |
| Receivables & Payables | Partial/Bulk Document Conversion | Convert documents partially or in bulk to handle split deliveries, combined billing, and multi-step order flows. |
| Receivables & Payables | Client/Vendor Document Acceptance | Let clients or vendors accept documents with one click using email-based verification for authenticity. |
| Receivables & Payables | Bulk Upload Documents | Upload invoices and other accounting documents in bulk using CSV files and custom field mapping. |
| Receivables & Payables | Duplicate/Triplicate Invoices | Create duplicate and triplicate copies of invoices and other documents for compliance, records, and audits. |
| Receivables & Payables | QR Code | Add QR codes to documents so key details such as document number, due date, and amount can be scanned quickly. |
| Receivables & Payables | Multi-currency Support | Create and share documents in different currencies for domestic and international clients. |
| Receivables & Payables | Smart Price Mapping | Choose whether billing should use the last used item price or the configured inventory price. |
| Receivables & Payables | Tax Summary by Rate | Show total tax amounts grouped by tax rate so invoices with multiple tax slabs remain easy to verify. |
| Receivables & Payables | Reverse Charge Documents | Create documents where reverse charge applies and tax liability shifts to the buyer where required. |
| Receivables & Payables | Simple Signatures | Upload, draw, or add a stamp-based signature to invoices, quotations, and other documents. |
| Receivables & Payables | Digital Signatures | Digitally sign documents using Certified eSign or DSC signing for stronger verification and legal acceptance. |
| Receivables & Payables | Invoice APIs | Use Refrens APIs to create invoices and trigger document emails from your website, app, or third-party system. |
| Receivables & Payables | Shopify Integration | Connect Shopify with Refrens to automate invoicing and reduce manual billing work for online orders. |
| Receivables & Payables | AI OCR Scanning | Use AI OCR to read vendor invoices, payment screenshots, and expenses and turn them into records faster. |
| Receivables & Payables | Bulk OCR Scanning | Scan multiple vendor invoices and expense documents together to speed up purchase and expense entry. |
| Receivables & Payables | Quotation Followup Reminders | Send automated quotation follow-up reminders so clients review and respond to quotes on time. |
| Receivables & Payables | Recurring Invoices | Auto-create and share invoices for retainers, subscriptions, and other repeat billing cycles. |
| Receivables & Payables | Default Due Dates | Set default due dates for clients and vendors so payment timelines are applied automatically. |
| Receivables & Payables | Early Pay Discount | Offer early payment discounts on invoices to encourage faster collections and improve cash flow. |
| Receivables & Payables | Client Management | Manage client details, billing data, transactions, payments, reports, and statements from one client dashboard. |
| Receivables & Payables | Contact Management | Store multiple points of contact for clients, vendors, prospects, and leads, and link them to the right organisation. |
| Receivables & Payables | Payment Management | Record payments, track payment accounts, generate receipts, manage dues, and review payment reports. |
| Receivables & Payables | Payment Gateway Integration | Collect payments directly from invoices using integrated payment gateway options such as Cashfree. |
| Receivables & Payables | Payment Details on Documents | Add bank details, UPI IDs, QR codes, or external payment links to invoices for faster collections. |
| Receivables & Payables | Payment Reminders | Send automated payment reminders over email or WhatsApp to follow up on unpaid invoices without manual work. |
| Receivables & Payables | Collect Testimonials | Automatically request client reviews and showcase approved testimonials on your Refrens business profile. |
| Receivables & Payables | Email from Your Domain | Connect Gmail, Outlook, or SMTP to send invoices and documents from your own business email address. |
| Receivables & Payables | Purchase Management | Create, track, convert, and manage purchase orders, vendor bills, payouts, and purchase payments from one workflow. |
| Receivables & Payables | Expense Management | Record, track, approve, and manage employee expenses, reimbursements, petty cash, and admin expenses in one place. |
| Receivables & Payables | Recurring Expenses | Automatically record repeated expenses such as rent, utility bills, retainers, and subscriptions at set intervals. |
| Receivables & Payables | Expense Reports | Track payable transactions, vendor bills, reimbursements, payment status, and expense summaries in one place. |
| Receivables & Payables | Suggested Purchase Review | Review vendor invoices received through RFI links and accept or reject them before converting to purchases. |
| Receivables & Payables | Accounts Receivable Reports | Track invoices, payments, client dues, ageing, line items, HSN, GST, and GSTR-1 data from one place. |
| Receivables & Payables | Accounts Payable Reports | Track purchase orders, vendor bills, payments, dues, ageing, line items, HSN, GST, and GSTR-2B data from one place. |
| Receivables & Payables | Advanced Accounting Reports | Review trial balance, balance sheet, income statement, P&L, daybook, cash flow, and ledger reports. |
| Receivables & Payables | Client/Vendor Statements | Generate client and vendor statements to review invoices, payments, balances, and transaction history. |
| Receivables & Payables | Client/Vendor Outstanding Report | Track receivables and payables by client or vendor to monitor dues and follow-ups. |
| Receivables & Payables | Client Ageing Report | Identify overdue client receivables by ageing period so teams can prioritise collections and follow-ups. |
| Receivables & Payables | Vendor Ageing Report | Identify overdue vendor payables by ageing period so teams can plan payments and vendor communication. |
| Receivables & Payables | Order Management Report | Track document-level utilisation and line-item fulfilment across quotations, orders, deliveries, invoices, and purchases. |
| Receivables & Payables | Project-wise P&L Report | Track project revenue, expenses, and profit or loss to understand project-level profitability. |
| Receivables & Payables | Custom Reports | Save frequently used filtered report views and open them anytime without applying filters again. |
| Accounting & Bookkeeping | Automated Bookkeeping | Automatically record accounting entries from sales, purchases, payments, receipts, and inventory transactions. |
| Accounting & Bookkeeping | Charts of Accounts | Create and manage ledger accounts to organise every business transaction under the right accounting head. |
| Accounting & Bookkeeping | Account Groups | Group accounts by category and type to make financial reporting cleaner and easier to understand. |
| Accounting & Bookkeeping | Voucher Books | Record and track cash and non-cash transactions using voucher books for organised accounting records. |
| Accounting & Bookkeeping | Manual Journals | Record manual journal entries for accounting adjustments, non-cash entries, loans, and other special transactions. |
| Accounting & Bookkeeping | Bank Reconciliation | Upload bank statements, review transactions, and match bank book entries with ledger records automatically. |
| Accounting & Bookkeeping | Balance Sheet and Trial Balance | Generate balance sheet and trial balance reports to review financial position and verify bookkeeping accuracy. |
| Accounting & Bookkeeping | P&L and Income Statement | Generate profit and loss and income statements to track revenue, expenses, and profitability across periods. |
| Accounting & Bookkeeping | Cashflow Statement | View cash inflows and outflows to understand how money moves through the business. |
| Accounting & Bookkeeping | Daybook Report | See a daily record of business transactions for faster accounting review and audit checks. |
| Accounting & Bookkeeping | All Ledgers Master Report | View ledger-wise balances and transaction movement across all accounts from one master report. |
| Tax & Compliance | Refrens GST Trust Score | Ensure risk-free transactions by checking GST compliance signals and filing history of all your clients and vendors before doing business with them. |
| Tax & Compliance | E-invoices | Generate, manage, download, share, and cancel GST e-invoices directly from Refrens. |
| Tax & Compliance | Bulk E-invoicing | Generate IRNs for multiple invoices at once to reduce repetitive GST e-invoicing work. |
| Tax & Compliance | E-way Bills | Generate, update, download, share, and cancel e-way bills directly from Refrens. |
| Tax & Compliance | GSTR-1 Report | View, validate, and download GSTR-1 sales reports in Excel or JSON for monthly, quarterly, QRMP, and IFF filing needs. |
| Tax & Compliance | GSTR-2B Report & Reconciliation | Fetch GSTR-2B data and reconcile it with purchase records to spot missing invoices and tax mismatches. |
| Tax & Compliance | GSTR 3B Summary | Generate a GSTR-3B summary to review sales, purchases, tax liability, and ITC before filing. |
| Inventory Management | Manage Items | Create and manage products, services, package items, one-time items, SKUs, pricing, and stock details. |
| Inventory Management | One-Time Items | Add items to a specific document without saving them permanently in inventory. |
| Inventory Management | Real-Time Tracking | Track stock movement in real time as sales, purchases, adjustments, and transfers are recorded. |
| Inventory Management | Real-time Stock Alerts | Get alerts when stock reaches low, critical, or overstock levels so your team can act on time. |
| Inventory Management | Reorder and Overstock Point | Set reorder and overstock levels to avoid stockouts, excess inventory, and unnecessary cash blockage. |
| Inventory Management | Stock Status Report | View stock status such as low stock, critical stock, well-stocked, and overstocked for better planning. |
| Inventory Management | Stock Value Report | Track inventory valuation to understand the value of stock held by the business. |
| Inventory Management | All Transactions Report | Review every inventory movement across sales, purchases, adjustments, transfers, batches, and warehouses. |
| Inventory Management | Party Transactions Report | Track inventory movements by client or vendor for clearer stock and sales analysis. |
| Inventory Management | Multi-location Inventory Management | Manage inventory across multiple warehouses and track stock at each location. |
| Inventory Management | Stock Transfers | Move stock between warehouses and keep location-wise inventory records updated. |
| Inventory Management | Bulk Upload Inventory Items | Add multiple inventory items at once using CSV upload when migrating or setting up stock data. |
| Inventory Management | Bulk Update Inventory Items | Edit item details such as price, name, description, GST rate, and custom fields in bulk. |
| Inventory Management | Bulk Stock Adjustments | Adjust stock for multiple items together after audits, damages, returns, supplier corrections, or transfers. |
| Inventory Management | Strict Inventory Control | Block stock-reducing transactions when selected items do not have enough available stock. |
| Inventory Management | Inventory Barcode Scanner | Scan barcodes to add items faster while billing and reduce manual item selection errors. |
| Inventory Management | Packaged Items | Create bundled items made of multiple products and use them in invoices or purchase documents. |
| Inventory Management | Batch-wise Tracking | Track stock by batch with batch code, pricing, manufacturing date, expiry date, and batch-level transactions. |
| Inventory Management | Serial-wise Tracking | Track each individual unit with serial numbers and see whether it is available, sold, reserved, or returned. |
| Inventory Management | Display Batch Details in Documents | Show batch code, expiry date, and other batch details directly in invoice line items. |
| Inventory Management | Batch-wise Expiry Report | Monitor expiring and expired batches to reduce waste and act before stock becomes unusable. |
| Inventory Management | Product-wise P&L Report | Track product-wise revenue, costs, and profit or loss to identify high-value and low-margin items. |
| Inventory Management | Inventory APIs | Create, update, transfer, adjust, and sync inventory items with external systems using APIs. |
| Inventory Management | Auto-stock Updates | Automatically update stock when invoices, purchases, expenses, orders, and stock adjustments are created. |
| Inventory Management | Client-wise Product Report | Check which clients bought a specific product and review product-level sales across customers. |
| Sales CRM | Manage Leads | Manage all leads, stages, follow-ups, meetings, notes, documents, and activities from one CRM dashboard. |
| Sales CRM | Sales Pipelines | Create separate sales pipelines for different products, services, teams, or sales processes. |
| Sales CRM | Bulk Upload Leads | Upload leads in bulk through CSV when moving from spreadsheets or another CRM. |
| Sales CRM | Lead Capture Forms | Capture leads from websites, social channels, ads, events, and site visits using custom forms. |
| Sales CRM | Form Embedding | Embed lead capture forms on your website to send enquiries directly into Refrens CRM. |
| Sales CRM | Form Layouts | Choose single-column, double-column, or auto-layout forms to match the lead capture experience you need. |
| Sales CRM | CRM Custom Fields | Add custom lead fields to capture extra information specific to your sales process. |
| Sales CRM | Lead Labels | Use labels such as hot, warm, cold, or custom labels to prioritise and filter leads faster. |
| Sales CRM | Duplicate Lead Detection | Identify and mark duplicate leads so the team focuses on genuine opportunities. |
| Sales CRM | Lead Attachments | Attach proposals, brochures, visiting cards, and supporting files to leads for centralised sales records. |
| Sales CRM | Lead Alerts | Get lead notifications over email, WhatsApp, and on-site alerts so follow-ups are not missed. |
| Sales CRM | Custom Email Templates | Create reusable email templates with variables for faster and more personalised lead outreach. |
| Sales CRM | Meeting Scheduling | Schedule and manage calls, Google Meets, and in-person visits from lead pages. |
| Sales CRM | Google Calendar Sync | Connect Google Calendar to check availability, schedule meetings, and sync CRM meetings both ways. |
| Sales CRM | Meeting Booking in Lead Capture Forms | Let leads submit details, pick available slots, book meetings, and sync them with Google Calendar from the form. |
| Sales CRM | Stage Durations | Define how long a lead should stay in each stage to identify delays and improve follow-up discipline. |
| Sales CRM | Sales Report | Track sales performance by salesperson, lead source, client, pipeline, and conversion stage. |
| Sales CRM | Lead Source Report | Analyse how each lead source performs so you can focus on the channels that bring better opportunities. |
| Sales CRM | Team Sales Report | Track each salesperson’s lead handling, follow-ups, and sales performance from one report. |
| Sales CRM | Client Performance Report | Review sales performance by client to identify strong accounts and growth opportunities. |
| Sales CRM | IndiaMART Integration | Fetch IndiaMART leads into Refrens CRM so your team can track and follow up from one place. |
| Sales CRM | TradeIndia Integration | Fetch TradeIndia leads into Refrens CRM to manage marketplace enquiries with your sales pipeline. |
| Sales CRM | Facebook & Instagram Integration | Bring Meta instant form leads from Facebook and Instagram directly into Refrens CRM in real time. |
| Vendor Management | Vendor Onboarding Forms | Collect vendor information using forms and move vendors through your onboarding workflow. |
| Vendor Management | Vendor Lead Capture | Capture vendor leads through workflow forms, manual entry, or bulk upload before onboarding them. |
| Vendor Management | Bulk Upload Vendors | Upload vendor data in bulk when migrating from spreadsheets or another procurement system. |
| Vendor Management | Vendor Verification | Verify vendor PAN, bank, and GST details directly on Refrens before onboarding or payment. |
| Vendor Management | Vendor Approval Workflow | Create custom approval workflows to review, verify, and approve vendors before active use. |
| Vendor Management | RFI/RFQ | Create structured RFI and RFQ links so vendors submit invoices or quotations in your required format. |
| Vendor Management | Custom RFI Invoice Fields | Configure RFI header fields and line-item columns so vendor invoices arrive in a standard format. |
| Vendor Management | Custom RFQ Quote Fields | Configure RFQ fields and columns so vendor quotations are easier to compare and process. |
| User Access, Collaboration & Controls | Customised User Roles & Permissions | Control what each team member can view, create, edit, approve, or delete inside the business account. |
| User Access, Collaboration & Controls | Audit Trails | Track who created, edited, approved, shared, converted, or changed a document and when it happened. |
| User Access, Collaboration & Controls | Document Approval Workflows | Set up internal approval flows so invoices, quotations, proformas, expenditures, and purchase orders are reviewed before release. |
| User Access, Collaboration & Controls | Approval Alerts | Notify approvers when a document, vendor, purchase, or expenditure approval needs action. |
| User Access, Collaboration & Controls | Approval Reminders | Send reminders to approvers so vendor, purchase, or expenditure approvals happen on time. |
| User Access, Collaboration & Controls | Set Due Dates & Escalations | Set approval deadlines and escalation owners to keep workflows moving without delays. |
| User Access, Collaboration & Controls | Multi-stage Approvals | Create multi-step approval workflows for teams, branches, departments, or hierarchy-based review processes. |
| User Access, Collaboration & Controls | Super Approvers | Assign super approvers who can approve workflow items faster when special permission is needed. |
| User Access, Collaboration & Controls | Stage-wise Restricted Actions for Approvals | Limit actions at each approval stage so users can only perform tasks allowed by the workflow. |
| Platform & Support | AI Agent | Ask business, accounting, support, and navigation questions through the AI accounting agent inside Refrens. |
| Platform & Support | Web App | Use Refrens from any desktop or browser with cloud-based access to your business data. |
| Platform & Support | Mobile App | Access Refrens on Android and iOS to create documents, track work, and manage business tasks on the go. |
| Platform & Support | Cloud Storage | Keep business documents and records securely stored in the cloud for access across devices. |
| Platform & Support | Multi-business Management | Create and manage more than one business account in Refrens when you operate multiple entities. |
| Platform & Support | Global Keyboard Shortcuts | Use keyboard shortcuts to create records, open dashboards, and access reports faster. |
| Platform & Support | Sidebar Personalisation | Personalise the sidebar for each team member so they can access the modules they use most. |
| Platform & Support | All Channel Human Customer Support | Get human support through chat, email, phone, and WhatsApp for quicker help when needed. |
| Platform & Support | Dedicated Account Manager | Get help with setup, training, demos, and workflow guidance from a dedicated account manager. |
| Platform & Support | Personalised Onboarding | Get onboarding support to set up Refrens according to your business workflow. |
| Platform & Support | Custom Development | Request custom development when your workflow needs functionality beyond standard product features. |
| Platform & Support | Send Festive Greetings | Send ready-to-share festive greetings to clients and vendors in one click. |
| Platform & Support | Pabbly Connect Integration | Connect Refrens with other apps through Pabbly Connect to automate document and workflow actions. |
| Platform & Support | Bookkeeping Services | Outsource your accounting, bookkeeping, GST/TDS/TCS filing, audit reports, compliance work, and tax planning to Refrens experts. |
Refrens Keeps Getting Better for Growing Businesses
Every new Refrens update is built to make business operations faster, clearer, and more connected.
Whether you manage invoices, accounting, GST, inventory, leads, payments, vendors, or expenses, Refrens continues to improve how businesses run daily operations from one place.
Keep checking this page for the latest Refrens product updates, new features, and improvements.
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