The Client Retention Report helps you identify clients who may need attention before they stop doing business with you!

Use the report to:

• Identify Active, At-Risk, and Churned clients
• Spot active clients whose spending has dropped
• Review their latest invoice, document, payment, and communication activity
• See invoice count, average invoice value, and lifetime business value
• Prioritise the most actionable clients for follow-up

And more...

View Your Client Retention Report Now>

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Buying goods in one unit (such as kilograms) and selling them in another (such as bags)?

You can now automatically manage unit conversions in Refrens:

With Units of Measurement, you can:

• Buy and sell the same item in different units
• Add multiple alternate units with conversion factors
• Set separate default units for sales and purchases
• Automatically convert item quantities and rates
• Track inventory consistently in the base unit

For example:

Suppose you purchase and sell rice in different units -

• Base Unit: Kilograms (KG)
• Alternate Unit 1: 1 Bag = 25 KG
• Alternate Unit 2: 1 Sack = 50 KG
• Default Purchase Unit: Sack
• Default Sales Unit: Bag

When you purchase 2 sacks, Refrens automatically adds 100 KG to your inventory.

When you sell 3 bags, Refrens automatically deducts 75 KG from your inventory.

Your purchase documents will use Sack by default, while sales documents will use Bag by default. Your inventory will always remain accurately tracked in KG.

One item. Multiple units. Accurate inventory.

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Recording a large number of payments or payouts just got easier.

You can now upload multiple Payment Receipts and Payout Receipts through CSV, with:

• Different payment details for each transaction: Amounts, dates, payment methods, accounts, references, TDS, and more
• Flexible allocations: Allocate a single payment across multiple invoices or expenses where needed
• Record advances in bulk: Add advance payments or payouts even when they are not yet allocated to an invoice or expense
• Faster bulk recording: Useful for historical data migration, month-end payment recording, and large-volume transactions

Simply upload your CSV, review the records, and you are good to go!

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When you issue a Credit Note, you may sometimes need to return the money to your customer instead of adjusting it against another invoice.

You can now record customer refunds directly against a Credit Note!

What’s New:

• Record full or partial refunds.
• Track refund history with the refund amount, date, payment method, and other details.
• Automatically update the Credit Note balance as refunds are recorded.
• Generate a Refund Receipt for every recorded refund.
• Add transaction charges when applicable.
• Reverse a refund if a correction is required.
• Sync refunds with your Books of Accounts.
• View your Credit Utilization Report to track how your credit notes are being utilized.

Learn More →

You can now manage your business directly from the AI assistant you already use.

With Refrens MCP, ChatGPT and Claude can work with your actual business data across CRM, accounting, invoicing, payments, expenses, inventory, and reporting.

You can create and update leads, create quotations and invoices, record payments and expenses, check overdue invoices, track stock statuses and movements, transfer inventory between warehouses, get a daily business digest of everything that needs your attention, and much more - All without leaving ChatGPT or Claude!

No jumping between screens. No digging through reports. No figuring out where to click next.

Refrens MCP brings Refrens directly into ChatGPT and Claude.

All you have to do is ask!

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Stop rewriting the same email every time you send an invoice, quotation, receipt, or other accounting document.

You can now create and save custom email templates for different document types and use cases in Refrens:

Key Updates:

• Create multiple templates for invoices, quotations, payment receipts, purchase orders, credit notes, and more.
• Customize the subject line and email body for each template.
• Add dynamic variables such as Customer Name, Document Number, Document Date, Due Date, Amount, Currency, Business Name, and Document Link - Refrens automatically fills in the right details for every document.

• Save different variants for different situations - for example, a standard invoice email, a payment follow-up, or a detailed quotation message.
• Edit, duplicate, deactivate, or reuse templates anytime as your communication changes.

Once your templates are saved, simply choose the relevant one while sharing a document. The subject and message are filled in automatically, and you can send without setting up the email again.

Learn how to customize email templates>

We’ve improved Custom Formulas in Refrens to make them easier to create and safer to customize:

What's New:

• Use column names in formulas: Instead of figuring out references like B1*C1, you can now create formulas using familiar column names such as {Length}*{Width}.
• Rearrange columns freely: Move columns around in your invoice without affecting the calculation.
• Rename columns without redoing formulas: Your formulas stay connected to the right fields even when you change their names.
• Existing formulas continue to work: You don’t need to recreate formulas in your older documents.

For example, if you bill customers based on area, you can simply create: {Length} × {Width} to calculate the area automatically.

You can then rename or rearrange these columns whenever you need, and the formula will continue to calculate correctly.

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If you use another app or system alongside Refrens, it can now add clients directly to your Refrens client list.

This means your customer details can flow into Refrens without first creating an invoice, quotation, or lead.

External Apps can -

• Add complete client information, including: Contact and billing details, Tax information, Billing and shipping addresses, Bank details, and Custom fields.
• Fetch the client later to confirm the information stored in Refrens and safely retry failed requests without creating duplicate clients.

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Getting around Refrens is now much faster.

Use the new search bar to jump directly to Invoices, Quotations, Purchases, Leads, Inventory, Reports, Settings, and more:

Just click on the search bar at the top OR press ⌘ + K / Ctrl + K to start searching!

Try it out the next time you need to get somewhere in Refrens. ⚡

WhatsApp Document Scanning is now live in Refrens!

Your team can simply forward purchase invoices, expense bills, and receipts to your dedicated Refrens WhatsApp number.

Refrens AI automatically scans these documents and adds them to your business!

Key Updates

• Get a dedicated Refrens WhatsApp number.
• Add the approved team numbers that can send documents.
• Forward bills and receipts directly from WhatsApp.
• Refrens AI scans them automatically and adds them for review.
• Verify the details and save them as a Purchase or Expense.

No downloading. No uploading. No manually moving documents between apps.

Just forward the bill to Refrens and let AI take it from there. 🚀

Get Started>

Learn More> OR contact your account manager now for a free trial!