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 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, .

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 :

Here’s the same invoice :

As you see,

In case you want to , you can also do that like shown below:

While creating an invoice or any other document, just scroll down to “”. 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 "" 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.

No longer opening each & every document to add/remove tags - you can do that directly from the respective document dashboards.

Just go to the tags columns on the dashboard and click "Add Tags".

👇See how quickly we updated the invoice tags directly from the invoice dashboard!

Now you no longer need to sync your accounting documents to use the advanced accounting suite for creating vouchers & passing journal entries.

You can just go to Business Settings > Advanced Accounting Options > Enable Advanced Accounting to get started in seconds! (Learn more on this here.)

(On a side note, we would still recommend syncing your documents if you want to automate your accounting process!)

Want to search inventory items by SKU IDs instead of names? Well, now you can!

Invoice line items & inventory dashboard now support searching by SKU IDs. ✔️

👇

If you're no longer using a specific bank, employee, or any other payment account, you can now mark these accounts as inactive. This is crucial to avoid accidental transaction records in unused accounts.

Just go to the payment account from the dashboard > click "More" > select "Mark as inactive".

These accounts will no longer be visible while you are recording payments, saving you from mistakenly recording payments in an inactive account.

All the inactive accounts can also be restored later. Learn more about making payment accounts inactive & restoring them>