Meeting Booking in Lead Capture Forms<\/strong><\/p>\n\n\n\nRefrens Lead Capture Forms now support meeting booking with Google Calendar integration.<\/p>\n\n\n\n
Businesses can let leads submit their details and book a meeting from available slots in one flow. Refrens checks the connected Google Calendar, shows available slots based on working hours, selected days, meeting duration, buffer time, and notice period, and creates the lead and meeting together once the form is submitted.<\/p>\n\n\n\n
Meetings can also be added to Google Calendar with Google Meet links for video calls. Teams can view, update, join, or cancel booked meetings from the meetings dashboard.<\/p>\n\n\n\n
Best suited for:<\/strong> Sales teams, consultants, agencies, demo-driven businesses, service providers, and B2B companies that want to reduce scheduling back-and-forth.<\/p>\n\n\n\nLayout Options for Lead Capture Forms<\/strong><\/p>\n\n\n\nRefrens Lead Capture Forms now support custom layout options.<\/p>\n\n\n\n
Businesses can choose how form fields appear on websites, landing pages, popups, and shared form links. The available options are Single Column, Two Columns, and Auto. Single Column shows one field per row, Two Columns places fields side by side on wider screens, and Auto adjusts the layout based on available space.<\/p>\n\n\n\n
This helps forms look cleaner across different placements. A form on a wide landing page can appear more compact, while the same form can stay readable in a sidebar or popup.<\/p>\n\n\n\n
Developers can also override the default layout from the embed code when using the same form in different places.<\/p>\n\n\n\n
Best suited for:<\/strong> Marketing teams, sales teams, agencies, website managers, and businesses using lead capture forms across multiple pages or campaign placements.<\/p>\n\n\n\nSearch Documents by Contact and Edit Contact Labels<\/strong><\/p>\n\n\n\nRefrens has added two contact-related improvements in documents.<\/p>\n\n\n\n
Users can now filter document dashboards by contact person. This helps teams quickly find invoices, quotations, sales orders, delivery challans, credit notes, debit notes, payment receipts, and other documents linked to a specific contact. The contact filter can also be used along with client or vendor filters for more accurate results.<\/p>\n\n\n\n
Users can also edit contact field labels directly inside documents. Labels such as Contact Person, Contact Email, Contact Phone, Role, and Department can be renamed inline. Once saved, the updated labels are carried forward to future documents.<\/p>\n\n\n\n
Best suited for:<\/strong> B2B companies, sales teams, finance teams, agencies, wholesalers, and businesses that work with multiple points of contact under the same client or vendor.<\/p>\n\n\n\nCleaner Client and Vendor View Drawer<\/strong><\/p>\n\n\n\nRefrens has updated the Client and Vendor view drawer to make important details easier to access from one place.<\/p>\n\n\n\n
The updated drawer gives users a structured view of client or vendor details, tax information, custom fields, shipping addresses, bank details, contacts, attachments, invoices, and statements. This makes it easier to review, copy, verify, and manage client or vendor information without moving across multiple sections.<\/p>\n\n\n\n
Best suited for:<\/strong> Sales teams, finance teams, support teams, procurement teams, and businesses managing detailed client and vendor records.<\/p>\n\n\n\nUpdate Vehicle and Transporter Details After E-Way Bill Generation<\/strong><\/p>\n\n\n\nRefrens now allows users to update vehicle and transporter details even after generating an E-Way Bill.<\/p>\n\n\n\n
This is useful when dispatch details are confirmed later or when the transporter changes after invoice creation. Users can update vehicle number, mode of transport, vehicle type, transporter, and transport document details directly from Refrens without delaying E-Way Bill generation or making changes separately on the NIC portal.<\/p>\n\n\n\n
This applies to active E-Way Bills that are not cancelled or expired.<\/p>\n\n\n\n
Best suited for:<\/strong> GST-registered businesses, logistics teams, dispatch teams, manufacturers, traders, distributors, and businesses that generate E-Way Bills regularly.<\/p>\n\n\n\nCustom PDF File Names for Downloaded Documents<\/strong><\/p>\n\n\n\nRefrens now allows businesses to customise the filename format for downloaded document PDFs.<\/p>\n\n\n\n
Users can include details such as document type, document number, client or vendor name, business name, document date, year, month, and download date in the PDF filename. They can also choose the order of these details and select whether the filename should use a hyphen or underscore as the separator.<\/p>\n\n\n\n
For example, downloaded PDFs can follow formats such as invoice-doc-001-client-name-your-business.pdf or invoice-doc-001-your-business-FY2025-26.pdf.<\/p>\n\n\n\n
This makes downloaded documents easier to identify, organise, search, and share with teams, clients, vendors, or accountants.<\/p>\n\n\n\n
Best suited for:<\/strong> Accountants, finance teams, agencies, document-heavy businesses, and teams that regularly download, store, or share invoices and other documents.<\/p>\n\n\n\n<\/span>May 2026 Updates<\/span><\/h2>\n\n\n\nBank Reconciliation Now Supports PDF Statements<\/strong><\/p>\n\n\n\nRefrens now allows businesses to upload bank statement PDFs directly for reconciliation, removing the need to convert bank files into CSV format.<\/p>\n\n\n\n
This makes bank reconciliation faster for businesses whose banks provide statements in PDF format. With smart transaction analysis, Refrens can help identify details like reference number, party name, category, and payment method, making it easier to match bank entries with ledger records.<\/p>\n\n\n\n
Best suited for:<\/strong> Accountants, finance teams, SMEs, and businesses that regularly reconcile bank statements.<\/p>\n\n\n\nGST Compliance Report for Clients and Vendors<\/strong><\/p>\n\n\n\nThe GST Compliance Report helps businesses check the GST filing behaviour of clients and vendors before working with them.<\/p>\n\n\n\n
Businesses can view GST compliance score, filing history, late or missed filing patterns, filing preference, GSTIN status, taxpayer details, and e-invoice status. This helps teams assess compliance risks before onboarding, billing, purchasing, or continuing transactions with a client or vendor.<\/p>\n\n\n\n
Best suited for:<\/strong> Indian businesses, accountants, finance teams, procurement teams, and businesses that depend on input tax credit accuracy.<\/p>\n\n\n\nInventory Transaction APIs for Stock Adjustments and Transfers<\/strong><\/p>\n\n\n\nRefrens Inventory APIs now support inventory transactions, allowing businesses to manage stock movements through APIs.<\/p>\n\n\n\n
This helps companies sync stock adjustments and warehouse transfers between Refrens and external systems such as e-commerce platforms, warehouse tools, ERPs, or internal business applications.<\/p>\n\n\n\n
Best suited for:<\/strong> E-commerce businesses, trading companies, warehouse-heavy businesses, and companies using custom systems alongside Refrens.<\/p>\n\n\n\nManage Returns for Serialized Items<\/strong><\/p>\n\n\n\nBusinesses using serial-wise inventory tracking can now manage returns for sold serial-numbered items.<\/p>\n\n\n\n
Returned items can be classified as reusable, damaged, or scrapped. This helps businesses maintain proper visibility over product returns, replacements, repairs, warranty cases, and resale decisions.<\/p>\n\n\n\n
Best suited for:<\/strong> Electronics sellers, appliance dealers, equipment suppliers, warranty-based businesses, and businesses selling high-value serialized products.<\/p>\n\n\n\nHSN\/SAC Descriptions in GSTR-1 HSN Summary<\/strong><\/p>\n\n\n\nRefrens now automatically fills HSN and SAC descriptions in the GSTR-1 HSN Summary.<\/p>\n\n\n\n
This makes downloaded GSTR-1 Excel reports easier to review, verify, and share before filing. It reduces manual checking and helps businesses maintain cleaner GST reporting.<\/p>\n\n\n\n
Best suited for:<\/strong> GST-registered businesses, accountants, CAs, and finance teams handling GSTR-1 reports.<\/p>\n\n\n\nCustom Reports<\/strong><\/p>\n\n\n\nBusinesses can now create custom reports by saving frequently used filtered views.<\/p>\n\n\n\n
Instead of applying the same filters again and again, users can save a report view and access it later. Dynamic date filters also allow reports to update automatically for periods such as last month, last 30 days, or this quarter.<\/p>\n\n\n\n
Best suited for:<\/strong> Business owners, managers, finance teams, sales teams, and operations teams that regularly track the same reports.<\/p>\n\n\n\nChange Client in Existing Documents<\/strong><\/p>\n\n\n\nRefrens now allows eligible documents to have their client changed after creation.<\/p>\n\n\n\n
This helps businesses correct mistakes without recreating the document or creating duplicate client records. It keeps billing, accounting, ledger, inventory records, and audit trails properly aligned.<\/p>\n\n\n\n
Best suited for:<\/strong> Businesses with high document volume, accounting teams, and teams that need more flexibility while correcting document-level mistakes.<\/p>\n\n\n\nQuick Document Preview from Dashboard<\/strong><\/p>\n\n\n\nUsers can now preview documents directly from the dashboard without opening them in a new tab.<\/p>\n\n\n\n
This helps teams review invoices, quotations, and other documents faster, especially when checking multiple records one after another.<\/p>\n\n\n\n
Best suited for:<\/strong> Sales teams, accountants, business owners, and document-heavy businesses.<\/p>\n\n\n\nMeeting Scheduling and Google Calendar Sync in Leads<\/strong><\/p>\n\n\n\nRefrens CRM now supports meeting scheduling inside Leads, along with Google Calendar integration.<\/p>\n\n\n\n
Sales teams can track demos, calls, visits, and follow-ups directly from the lead record. Google Calendar sync helps manage availability, attendees, video meetings, and meeting updates.<\/p>\n\n\n\n
Best suited for:<\/strong> Sales teams, client-facing teams, demo-driven businesses, agencies, consultants, and B2B companies.<\/p>\n\n\n\nOCR Scanning for Payment Screenshots<\/strong><\/p>\n\n\n\nRefrens OCR scanning can now detect payment screenshots and payment receipts while recording purchases or expenses.<\/p>\n\n\n\n
This helps businesses create ready-to-review expense drafts from UPI screenshots, payment proofs, and receipt images. It is useful when there is no formal vendor invoice but a payment record still needs to be captured.<\/p>\n\n\n\n
Best suited for:<\/strong> Businesses managing reimbursements, petty cash, travel expenses, office purchases, and quick vendor payments.<\/p>\n\n\n\nEasier Credit Note Settlement<\/strong><\/p>\n\n\n\nCredit notes can now be settled against invoices directly from the Credit Note Dashboard.<\/p>\n\n\n\n
This helps businesses adjust credit note balances against unpaid or partially paid invoices more cleanly. It also improves tracking of adjusted amounts, remaining balances, and credit note utilisation status.<\/p>\n\n\n\n
Best suited for:<\/strong> Businesses that regularly issue credit notes, handle returns, or adjust customer balances.<\/p>\n\n\n\nSmarter Price Mapping During Document Conversion<\/strong><\/p>\n\n\n\nRefrens now gives businesses more control over how item prices are picked when converting one document into another.<\/p>\n\n\n\n
Businesses can choose whether prices should continue from the previous document or update based on inventory-configured buying or selling prices. This makes document conversion more accurate for businesses that buy and sell the same item at different prices.<\/p>\n\n\n\n
Best suited for:<\/strong> Trading businesses, inventory-led businesses, distributors, wholesalers, and businesses with frequent sales-purchase document conversions.<\/p>\n\n\n\nLine-Item-wise Fulfilment in Order Management Report<\/strong><\/p>\n\n\n\nThe Order Management Report now shows fulfilment at the line-item level.<\/p>\n\n\n\n
Instead of only seeing whether a document is fulfilled or pending, businesses can check how many units of each item are fulfilled, partially fulfilled, pending, or overfulfilled.<\/p>\n\n\n\n
Best suited for:<\/strong> Trading businesses, manufacturers, distributors, and businesses handling partial deliveries or partial billing.<\/p>\n\n\n\n
\n\n\n\n<\/span>April 2026 Updates<\/span><\/h2>\n\n\n\nBulk Upload with Custom CSV Format<\/strong><\/p>\n\n\n\nRefrens now allows users to upload CSV files in their own format and map columns with Refrens fields.<\/p>\n\n\n\n
This reduces the need to rename columns manually every time. Once a mapping is saved as a template, future uploads become faster and less error-prone.<\/p>\n\n\n\n
Best suited for:<\/strong> Businesses importing data from external systems, accountants, finance teams, and teams handling large document uploads.<\/p>\n\n\n\nBulk OCR Scanning<\/strong><\/p>\n\n\n\nBulk OCR Scanning allows businesses to scan multiple documents at once instead of uploading invoices one by one.<\/p>\n\n\n\n
Users can upload multiple bills or invoices together, review the extracted information, and add them to expense records after verification.<\/p>\n\n\n\n
Best suited for:<\/strong> Accounting teams, businesses with high purchase volume, finance teams, and companies processing vendor bills in bulk.<\/p>\n\n\n\nCleaner Lead View Page<\/strong><\/p>\n\n\n\nThe Lead View page in Refrens CRM has been improved to make lead information easier to scan, edit, and act on.<\/p>\n\n\n\n
Lead details, internal notes, attachments, linked documents, and fields are now organised more clearly. Collapsible sections also help teams reduce clutter and focus on relevant information.<\/p>\n\n\n\n
Best suited for:<\/strong> Sales teams, CRM users, agencies, consultants, and businesses managing detailed lead conversations.<\/p>\n\n\n\nClient Outstanding Report: PDF Download and Summary Cards<\/strong><\/p>\n\n\n\nThe Client Outstanding Report now includes PDF download and summary cards.<\/p>\n\n\n\n
Businesses can quickly view overdue invoices, total overdue amount, and average days overdue without checking every invoice manually. The PDF option also makes the report easier to share.<\/p>\n\n\n\n
Best suited for:<\/strong> Accountants, business owners, finance teams, and businesses tracking receivables.<\/p>\n\n\n\nDefault ITC Configuration for Purchase Items<\/strong><\/p>\n\n\n\nBusinesses can now set a default ITC configuration for purchase line items.<\/p>\n\n\n\n
This helps save time when most purchase items follow the same ITC treatment, while still allowing item-level changes when needed.<\/p>\n\n\n\n
Best suited for:<\/strong> GST-registered businesses, accountants, purchase teams, and businesses handling frequent purchase entries.<\/p>\n\n\n\nLinked Documents from Dashboard<\/strong><\/p>\n\n\n\nRefrens now shows linked documents directly from the document dashboard.<\/p>\n\n\n\n
This gives users better visibility into converted documents, related records, linked line items, amounts, statuses, and document flow.<\/p>\n\n\n\n
Best suited for:<\/strong> Businesses using quotations, sales orders, invoices, purchase orders, delivery challans, and other connected documents.<\/p>\n\n\n\nContacts for Multiple POCs<\/strong><\/p>\n\n\n\nRefrens now supports multiple contacts under a single client or vendor.<\/p>\n\n\n\n
This helps businesses manage different points of contact without creating duplicate client or vendor records. Contacts can also be used in invoices, quotations, and other documents.<\/p>\n\n\n\n
Best suited for:<\/strong> B2B companies, agencies, wholesalers, service businesses, and companies dealing with multiple people in the same organisation.<\/p>\n\n\n\nVAT Return Report<\/strong><\/p>\n\n\n\nRefrens now supports VAT Return Reports, helping businesses view output tax, input tax, and net VAT payable in one place.<\/p>\n\n\n\n
This gives VAT-registered businesses a clearer picture of their tax position and makes it easier to share reports with tax consultants.<\/p>\n\n\n\n
Best suited for:<\/strong> VAT-registered businesses, finance teams, tax consultants, and businesses operating in VAT-based markets.<\/p>\n\n\n\nCreate Expenses from Bank Entries<\/strong><\/p>\n\n\n\nBusinesses can now create expenses directly from bank reconciliation entries.<\/p>\n\n\n\n
If an expense appears in the bank statement but is missing from the ledger, it can be recorded from the reconciliation screen itself. This helps keep bank and ledger records aligned.<\/p>\n\n\n\n
Best suited for:<\/strong> Accountants, business owners, finance teams, and businesses that regularly reconcile bank transactions.<\/p>\n\n\n\nProfit & Loss Multi-Period Comparison<\/strong><\/p>\n\n\n\nThe Profit & Loss Report now supports comparison across multiple periods.<\/p>\n\n\n\n
Businesses can compare income, expenses, COGS, gross profit, and net profit across different periods to identify trends faster.<\/p>\n\n\n\n
Best suited for:<\/strong> Business owners, accountants, CFOs, finance teams, and growing businesses reviewing performance trends.<\/p>\n\n\n\nInventory Movement Summary and Graph View<\/strong><\/p>\n\n\n\nThe Inventory Transactions dashboard now includes summary and graph views.<\/p>\n\n\n\n
Businesses can analyse stock in, stock out, net movement, and inventory trends visually across different time periods.<\/p>\n\n\n\n
Best suited for:<\/strong> Inventory-led businesses, warehouses, distributors, retailers, and manufacturers.<\/p>\n\n\n\nAttachments in Lead Notes<\/strong><\/p>\n\n\n\nUsers can now add attachments to internal lead notes.<\/p>\n\n\n\n
This helps teams keep proposals, requirement documents, images, recordings, and other files directly linked to the relevant lead conversation.<\/p>\n\n\n\n
Best suited for:<\/strong> Sales teams, agencies, consultants, and businesses with document-heavy client discussions.<\/p>\n\n\n\nSerial-wise Inventory Tracking<\/strong><\/p>\n\n\n\nRefrens now supports serial-wise inventory tracking.<\/p>\n\n\n\n
Businesses can assign serial numbers to items, add them in documents, and view serial-level details and transaction history.<\/p>\n\n\n\n
Best suited for:<\/strong> Electronics, appliances, machinery, equipment, medical devices, and high-value inventory businesses.<\/p>\n\n\n\nGlobal Keyboard Shortcuts<\/strong><\/p>\n\n\n\nRefrens now supports global keyboard shortcuts for faster navigation and document creation.<\/p>\n\n\n\n
This helps frequent users move around Refrens faster and access important actions without relying only on mouse clicks.<\/p>\n\n\n\n
Best suited for:<\/strong> Power users, accountants, sales teams, and businesses with high daily usage.<\/p>\n\n\n\n
\n\n\n\n<\/span>March 2026 Updates<\/span><\/h2>\n\n\n\n