Roadmap

Left side menu bar should be auto hide, so that i can use full view of any report or other details. now i have to go to bottom to scroll right side every time and it is annoying. attached microsoft notification bar screenshot for example

i want lot of items one page in invoice, Invoice amounts in paise

I will really appreciate, if you can add a company letterhead(Company logo & Footer), where we can quickly write a letter/coverletter and save it in pdf format and email it to our clients. Thanks

WHEN A NEW INVENTORY IS ADDED IT SHOULD BE AUTOMATICALLY CREATED AND MANAGED WHEN THE PURCHASE ORDER IS CREATED.

Please add the option to subtract any advance amount received from the final total

Clients would like to see the total of the full amount as well as the discounted amount when discounts are applied. (in the separate lines).

Becuse Bug, ui/ux or new feature can be easily catrograized

Can we choose the format for the client account statement? the existing statement format is look like confusing as the debit and credit do not put under individual column. to be easy to read the statement, it should be like normal accounting statement, which the debit and credit is put under different column.

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feature for Salary payments, advances and deductions, along with Employee details. This will allow to get them accounted while having so many accounts functions.

I would love to see a ledger where all the clients are in alphabetical order.

Please develop a Test Certificate Template so that we can provide to customers along with invoice.

Required Ticketing Module for Support/Service Also RMA Module

Is it Possible to add the Recipient signature under the Authorised signature for easy customer received the product without Delivery Order.

Can we add different barcode on products in our office /company

Having a email sequence for followups will save a lot of my time.

Hello Team, we pay vendors in multiple payments which need to be recorded against each PO.

Hii Team, As we know that to create a quotation, we need to enter the Inventory which ultimately saved in the inventory section so we need to have to feature of making a price list which can ve shared to anyone without making a quotation. Like there are certain leads which does not want a quotation but they need a Price list of all products in which we do the business. So there must be a system of making price list with some features like original price, discounted price and also margin for our internal purpose because we don't give the same price to all the leads.

As a project based company, we need to purchase a lot of material every day. but we didnt have any prior notice system from our team about the material requirement. to resolve this we need an extra page on refrens where our allocated team will raise there requirement and we can manage funds and prepare other documentation which we need to submit our management for fund approvals.

I think at Refrens it must give users a feature like a error should be shown if a product or item is put in the invoice and by mistake if wrong GST tax rate is put for a HSN code of actual different Tax rate then it should verify and show error for manual entry mistake and should notify and to change it to correct GST % Tax Rate? Don’t you think this as game changing and very useful tool for all your clients?Because I don’t think any one till now provides such service?

Create Packing List along with invoice. Packing List - Shipping by sea/air, number of boxes, dimensions and weight. For reference: incodocs.com

Is it possible to add previous Due column after the current invoice and and at last Grand due or Total Due Amount should be shown

When we convert a PI to an Invoice, it is for a single event. Now when we receive payment from the customer and update it in the Invoice, it does not reflect in PI as well. PI still shows unpaid. Since it is a same transaction, this should me connected. Thus saving a manual effort.

Hello It would be great if we could have invoice in multiple currencies. For example if I send my client invoice in USD,invoice should also show INR amount in it as its required for various purposes here in India. Currently we have to create two invoices - one in USD and one in INR. It would reduce lot of work for us.

When I convert a Quotation using "convert to Proforma Invoice", it should ideally convert and not copy the data to a new Proforma Invoice. Once the Proforma Invoice is made, Quotation loses its meaning. It should ideally be either removed or hidden from the view. Otherwise it is just clutter and confuses the user.

Auto Sorting option for Pipelines and Lead based on 1) Number of Leads 2) Number of HOT Leads 3) No. of Proposal/PI/Invoice 4) etc......

it will be great if we can rearrange the services or pin our top services as featured services.

My tender bill for government requires me to not only do work for them but also buy back their old items which will be deducted from the total bill need the item rate should be greater than zero removed to do that in new line

Any quote converted to invoice should have a Quote reference number listed in the invoice IN this way we can see from invoice that what was the quote that we had sent to client. The quote should be hyperlined in the invoice to go to the quote directly

Creating custom formulas for your invoices and other accounting documents will become a lot more easier, you will be able to select from pre-set formula options that suit your business needs.

If the page stays idle for a while, it freeze and refreshes, hence wiping all I have entered so far. I'll recommend an auto saving feature such that details filled will not be lost upon a refresh accidentally not saving works and then having to start. if possible, Auto save would be great

Along with quotations, should be able to create Proposals on Refrens. Have to go to other software to create proposals currently.

I would like to land in dashboard and seeing charts and graphs of my this month and as well all time financial stats. I would also like filters to view through

THERE SHOULD BE FREEZE OPTION FOR INVOICE AND IT CAN BE UNFREEZED ONLY BY ADMIN PERMISSION. INVOICE OLDER THAN ONE OR TWO MONTHS INVOICE CAN BE AUTO FREEZE AS WE WERE DOING CLOSING EVERY MONTH.

Is it Possible to have a Feature which can allow one to read the last couple of notes just by hovering under the Last Internal Note corresponding to a particular lead? This Saves Time and do not have to open a new window to read the history. In the Attached Window.

Integrate to Zapier to easily connect to other third-party apps for creating invoices, accessing lead management and more.

Custom field data added to a lead created manually or via forms should automatically be imported into the Client details

I would like to increase the height of this editor in order to see better. Basically, height dragging feature

It would be appreciable if you can sort leads ( customer , pending , prospective etc ) basis and send bulk mails (may be promo or upgradation ) to complete the sales . Suppose if somebody enquired and missed because of price or other issues can have our attention by setting customised mails for them by showing latest offers

A Customizable Dashboard wherein we can see immediate Reports like: Number of Leads added this week, Number of Invoice / Week / Year etc... Dashboard should include such Charts and more...

After saving the PDF file, we rename it according to our format/convenience. Can we customized it when save it. Ex: Client Name+Suburb+Date_our CompanyName or something like this..

We Bill to One Organization Some times we have different Contact Point or Different Location Now I create each as a different Contact. I will be great to seslect Organization and then select the contact we want to send the INV/ Quote/ etc to

I want to be able to do a keyword search and Ref search

Is there no option to filter LEADS , CLIENTS or INVOICES based on CITY/Region?

We store certain additional data in custom fields for our inventory items. While we are billing to our clients, we need to fetch and display these custom fields on the invoice and other documents.

i want to add automation. e.g. on lead entry, one whatsapp message should go the lead number. smilarly on mect day, 3rd day, 5th day , whatspp message should go automatically. I have wait.io, but your software is not compatible with wati.io or any other whatsapp api

I runs a consultancy firm and manages over 100 clients, each of whom requires 30-40 invoices to be issued. Many of these invoices are partially paid, which has led to concerns about the effectiveness of sending individual payment reminders. My client feels that it would be much more efficient to send a single email summarizing all outstanding invoices for each specific client. This way, clients would receive a clear and concise overview of what is still owed, rather than being overwhelmed by multiple reminders. The goal is to streamline the process and make it easier for clients to track their payments without confusion.

Please develop a mobile application so we can do invoicing on the go .

Watermark should be available in name of Company itself.

Please increase the description area width to previous format

Track how many invoices are due for the next month/year etc. Also helps with understanding periodic recurring revenue and tracking how many customers are there on weekly/monthly/annual billing cycle.

Converting automatically from one currency to other. For example 10 USD = 820 INR (Based on the current rates or customizable rates)

Just like Invoice reminders, we should also be able to send reminders for Quotation in case we have not heard back from the client.

Credit Card to be added as a mode of payment made

Request to add multiple addresses for one business profile. We have a two branches in one city, every time it has to be edited an and when required. Suggest to add multiple addresses similar to switching between bank details as we need.

ALLOW USER TO CREATE AND DOWNLOAD PAYMENT SLIP

We're having to manually add leads we receive on our website to Refrens' Lead Management system. Having an embedded Refrens form will help save a lot of time and automatically add leads from the website to Refrens