No more sticking to default WhatsApp messages! 🎉

You can now customize your WhatsApp messages when sharing invoices, quotations, reminders and other documents.

✨ What's New?

• Customize Messages: Write your own WhatsApp messages to match your business needs.
• Personalize with Variables: Automatically add customer names, document numbers, and other details.
• Save & Reuse Templates: Create messages once and use them whenever you need.
• Different Templates for Different Documents: Set up separate messages for invoices, quotations, and more.

Make every document sharing message more personal, professional, and effortless! 🎯

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No more drafting emails manually!

Just describe what you want and let AI generate a ready-to-use email for you. 🪄

Simply tell AI what you need, for example:

💬 “Write a polite payment reminder for a client.”

💬 “Create a follow-up email for a potential lead.”

💬 “Draft an email to share a quotation.”

And voilà! 🪄 Your email template is ready with just one prompt!

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Not sure which products have been sitting in your inventory for too long? 📦

The Unsold Inventory Report helps you quickly identify slow-moving stock and understand how much value is tied up in it.

With just a few filters, see which items need attention, where they’re sitting, and how long they’ve been unsold - all in one place.

Make informed inventory decisions before your stock turns into a bigger problem. 🚀

Check Your Unsold Inventory Report Now>

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The new Business Health Dashboard gives you an at-a-glance view of your key business metrics, helping you track performance without switching between different sections.

✨ What's new?

• Revenue & Spends: Keep track of your business's incoming and outgoing payments.
• New & Closed Leads: Monitor new leads and see how many leads you've closed.
• New Invoices: Get a quick view of invoices created during your selected period.

• Performance Trends: Track changes compared with the previous period using trend indicators and mini charts.
• Flexible Date Filters: View data for Today, This Week, This Month, or Last Month.

Make faster & more informed decisions with your business performance dashboard at a glance!🚀

Refrens now lets you set a Client Currency for each client or vendor, making currency selection easier when creating new documents.

✨ Why you’ll find this useful:

• Less manual work: New documents automatically pre-fill the client's preferred currency.
• Flexible billing: Choose a different currency for any document whenever needed.
• No impact on existing records: Changing Client Currency affects future document defaults, not existing documents, amounts, or reports.
• Automatic setup: If Client Currency is empty, Refrens fills it from the first qualifying saved document.

Make billing smoother and reduce currency selection errors!

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Creating invoices for SEZ clients just got easier!

Refrens now automatically identifies SEZ clients when their GST details are fetched, sets the Tax Treatment to SEZ, and applies the appropriate SEZ tax treatment to all line items.

Spend less time configuring taxes manually and reduce the risk of incorrect tax treatment! ✨

You can select a Voucher Book while creating or editing Invoices, Quick Expenses, Purchases, Debit Notes, and Credit Notes!

What you can do?

1. Set a default Voucher Book for each document type.
2. Choose a different book for individual documents.
3. Maintain separate registers for branches, sales channels, transaction types, and more.

Enjoy better control over how your documents are organised in your accounting records.

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You can now add additional charges, like freight or packaging, using percentage too.

Simply enter the percentage, and system will calculate the value based on your additional charges.

The charge automatically recalculates when you change the percentage or add or remove items from the document.

Your percentage settings are also retained when you edit, clone, or convert supported documents.

Less manual calculations, more convenience! 🚀

When you create invoices or other documents in a foreign currency, your clients may not know which exchange rate was applied.

Now, with Show Applied Exchange Rate, you can display the applied exchange rate directly on your shared documents and downloaded PDFs.

✨ More transparency, fewer questions & smoother international transactions!

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Managing ITC on purchases just got easier!

You can now set default ITC eligibility for vendors and purchase line items, reducing repetitive work and keeping your purchase records consistent.

Set it once. Apply it automatically. Stay GST-ready!

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