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Follow up on the latest improvements and updates.
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Connecting Refrens with your favorite third-party applications is now super easy!
With our launch on Pabbly Connect, you can automatically set up workflows to automate tasks such as:
- Creating Invoices & other Documents:Automatically create an invoice when you receive an order on your e-commerce store.
- Editing Documents:Make updates to your documents directly influenced by triggers from other integrated services.
- Emailing Invoices:Send out invoices automatically when you receive a payment through a payment gateway.
- Marking Invoices as Paid:Automatically mark your invoices paid when you receive payments through platforms like Razorpay, Stripe, etc.
- Cancelling or Refunding Invoices:Manage cancellations or refunds for products returns for your e-commerce store.
Have questions? please feel free to drop a message on our chat support!
Get better control over which e-way bill or e-invoice fields you want to show/hide on the public view of your invoices.
Just click here OR Simply navigate to Business Settings > Accounting Options > GST Configurations to customize the same.
Get better control over managing your IndiaMART leads on Refrens with our new updates! These include -
1. Filter Leads By Lead Source
Now easily filter & view IndiaMART leads by lead source. Just select if you want to view only Buy Leads, Direct Leads, or Preferred Number Service Leads, and you are good to go!
2. Choose Which Leads To Fetch
You can also choose which types of leads you want to fetch into Refrens Sales CRM. Only get leads that are important to you!
3. Change Pipeline
Change the pipeline in which you want to fetch IndiaMART leads.
4. Pause IndiaMART Leads OR Disconnect CRM Key
You can also choose to pause fetching IndiaMART leads OR disconnect the CRM key if required.
Forex Conversions:
While creating payment receipts for foreign currency transactions, the system will now automatically show you the forex conversion rate. You will also have an option to edit the conversion rate if required.
Automated TDS Calculation:
No more adding the TDS amount manually. Just add the TDS percentage and the system will automatically calculate the TDS amount.
Our IndiaMART integration has been very well received by businesses looking to automatically fetch IndiaMART leads to Refrens Sales CRM in almost real-time!
With our new update, you can also
fetch historical leads (up to the last 1 year)
to Refrens to seamlessly manage your past leads as well!If you still haven't connected your IndiaMART account with Refrens, you can do it from here.
Have questions? feel free to drop a message on our chat support!
If you want to show additional details like bank branch, country-specific codes, and any other information in bank account details, you can do that by adding custom fields!
To do this,
go to add/edit bank accounts > click on “Add Custom Fields” >Add the field name & value
. Adding custom fields from Invoice preview pages 👇
Adding custom fields from the bank & payments dashboard 👇
If your invoice contains multiple line items with different tax rates, you can show the total tax amount summarised by different tax rates.
For example, here’s an invoice
without the tax summary
:
Here’s the same invoice
with the tax summary enabled
:
As you see,
- Without the tax summary, the tax amount is shown as a total.
- With the tax summary enabled, the tax amount is broken down by different tax rates.
In case you want to
show the summary as a separate table
, you can also do that like shown below:
How to enable this?
While creating an invoice or any other document, just scroll down to “
Show tax summary in invoice
”. Just select if you want to show this as a summary, as a separate table, or both.
Just save the invoice when you are done. You will be able to see the tax summary on the invoice preview page!
When you are buying/selling inventory items at different price points, it is important to track the average buying & selling price along with the average gross margin you are making on each of the inventory items.
With our new product-wise P&L reports, you can do that exactly with ease!
With the new "
Lead Source
" column, you view & filter leads by their source directly from the leads dashboard!
To close deals faster, it is necessary to remind clients to review your quotations on time. Doing this manually is time-consuming. Not only that, if you forget to take the follow-up on time, you can even risk losing the deal.
But not anymore!
Just like invoices, you can now schedule automated follow-up reminders for quotations as well!
Just go to any quotation > ensure you have added a "Valid till date" > go to send reminders by email/WhatsApp > set the frequency of reminders and you are good to go!
This ensures you never miss out on an important follow-up and helps close the deals faster.
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