• Contacts in Refrens: How to add, link, and manage contacts across different organisations?

  Contacts in Refrens The Contacts feature helps you store and manage the people you work with inside client, vendor, prospect, or lead organisations. A company usually has more than one person involved in communication. One person may handle finance, another may manage procurement, and another may be your day-to-day point of contact. Contacts helps you keep all these people organised in one place instead of storing only the company name. A contact is a person. A client, **vendoFeatured

• How to Set and Use Client Currency in Refrens?

  Client Currency lets you save the usual billing currency for each client or vendor. Refrens uses this preference to pre-fill the currency when you create new documents, helping reduce manual changes and currency selection errors. How to Set Client Currency You can set Client Currency while adding a new client or vendor, or update it for an existing one. For a new client or vendor: ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/image_1d4yu4k.png =7Featured

• How to Access and Use Client Retention Report?

  The Client Retention Report helps you identify clients who may need attention before they stop doing business with you. It analyses each client’s recent sales activity and classifies them as Active, At Risk, or Churned. It also highlights active clients whose latest invoice value has dropped significantly compared to their usual invoice value. Instead of manually reviewing every client, you can use this report to understand: Which clients should be contacted first Which actFeatured

• How to Add/Edit Client Details?

  To add a new client OR edit existing client details, firstly navigate to Sidebar > Sales > Clients and Prospects: Now, if you want to edit the details of an existing client, navigate to the Client Dashboard, locate the client, and click on “Edit” to update their details: ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800Featured

• How to check your Refrens Subscription/Plan details?

  To check your Refrens Subscription/Plan details, go to Business Settings > General Settings > Refrens Premium Subscription: Under the "Active Subscription" tab, you can see the details of your current plan, including the Subscription Status, Plan Type, Last Payment, Expiry Date, and Billing Cycle. 👆 Under the "Billing History" tab, you can see the dFeatured

• How to Connect and Use Refrens MCP with ChatGPT and Claude?

  Refrens MCP lets you connect your Refrens business with AI assistants such as ChatGPT and Claude. Learn how to manage your business with Refrens WhatsApp AI>> Once connected, you can interact with Refrens directly through a conversation. You can ask questions about your invoices, receivables, inventory, expenses, and other business data. You can also ask the AI assistant to performFeatured

• How to Create Your Own Custom Reports?

  Custom Reports help you save frequently used report views so you do not have to apply the same filters again and again. If you regularly track a specific report for collections, follow-ups, reviews, or decision-making, you can apply the required filters once, save the report, and open the same view anytime. How to create a custom report? Open the dashboard where you want toFeatured

• How to enable/disable Email, WhatsApp, and On-site alerts?

  If you want to enable/disable the system alerts you receive on your Email, WhatsApp, or on your dashboard inbox, you can do so from your business settings and user settings. Some system alerts can be configured at the business level, while others can be configured at the individual user level. Business-level alerts can be configured from Sidebar Menu > Business Settings > Email Configurations > Emails & Notifications: ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8Featured

• How to restore a removed business?

  To restore a business that you had removed earlier, Go to Business Settings > General Settings > Remove Businesses > click "Restore": Then add your password to restore your business: That's it! If you have any questions, drop us an email at care@refrens.com OR reach ouFeatured

• How to Route Shopify Orders to Different Refrens Businesses?

  Businesses operating across multiple Indian states may maintain separate GSTINs and separate Refrens businesses for each state. With Business Mapping, you can connect multiple Refrens businesses to one Shopify store and automatically route each order based on the customer’s shipping state. How It Works You can: Select a default Refrens business Map individual Indian states to specific Refrens businesses Connect additional Refrens businesses to the same Shopify store AutomaticalFeatured

• How to send emails from your own Email Address? (Gmail/Outlook/Custom Domain - SMTP)

  By default, all your emails are sent from the System email (i.e., refrens.com domain). However, we highly recommend sending emails from your personal or work email address instead. When recipients see a familiar email address or domain, they are more likely to trust the message and engage with it. Let's see how you can connect your personal or work email with Refrens. In this article, we will learn: 1. Connecting Your Email 2. Adding More Emails **3. RemFeatured

• How to Use Global Keyboard Shortcuts?

  Global Keyboard Shortcuts help you move faster inside Refrens by letting you create entities, open dashboards, access reports, and view shortcut lists directly from your keyboard. Instead of clicking through multiple menus, you can use simple key combinations to complete common actions faster and improve your daily workflow. What are Global Keyboard Shortcuts? Global Keyboard Shortcuts are quick key combinations that work across Refrens. They help you perform common actions faster, such asFeatured

• Shopify Integration: Configuring Taxes for Your Shopify Store

  If you have integrated the Refrens App with your Shopify store and have questions about tax configurations, this article is for you. Including/Excluding Tax in Product Price and Shipping Rates If you want to include/exclude taxes in the product price and shipping rates, go to your Shopify Dashboard > Settings > Taxes and Duties: At the bottom of the "**TFeatured

• How to add new Business on Refrens ?

  You can add your business to Refrens. Go to Create Business and add your basic information and services. Share it on social media like Facebook, Twitter, LinkedIn, etc to let people know about your business and get more leads. Follow the steps below to add a business on Refrens. Click on your business name in the sidebar. A new menu will open with an option to Create New Business: ![](https://storage.crisFeatured

• How to add new users, manage roles, and control access levels?

  Refrens is more powerful when your accountant, sales team, and all other team members are on your account. It makes it easy for you to collaborate with each other, helps track your team's activities, and saves you so much effort & time from sending documents & reports manually to each other. (Businesses who have added their accountant on Refrens report that the time they spent with their CAs has reduced by 73%) Adding a newFeatured

• How to change your business name and logo?

  There are two ways to make changes to your business name and logo: 1. From Business Profile (Reflects on your business profile) 2. From Documents (Reflects on your invoices, quotations, and other documents) From Business Profile To make changes to your business name or logo in your Business Profile, go to Sidebar > Profile > Edit Profile > Click on the "Edit" icon beside the business name: ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/scrFeatured

• How to change or recover your password?

  Let's see how you can recover your forgotten password or update the existing one. A) Recovering A Forgotten Password If you've forgotten your password, here’s how you can reset it: Step 1: Access the Login Page Visit Refrens.com and click the Login button located at the top-right corner of the homepage: Step 2: Select “Forgot Password” OnFeatured

• How to update the email address linked to your Refrens Account?

  Changed your email address or made an error during setting up your Refrens account? No worries. You can update the email address linked with your Refrens account with ease. Let’s see how: Step 1: Access User Settings Firstly, log in to your Refrens account, and navigate to Business Settings > All Users > Add User: Step 2: Add the New Email Address You will see a pop-upFeatured

• How to delete clients/prospects?

  If you want to delete a client/prospect due to duplicate entries or any other reason, you can do that with ease on Refrens. Let’s see how: Step 1: Go to the client dashboard Firstly, go to Sales > Clients and Prospects section from the sidebar: Step 2: Archive the Client On the dashboard, go to the client you wish to delete, and click on **“ArchivFeatured

• How to Remove/Delete Your Refrens Business?

  Steps to remove or delete your Refrens AccountFeatured

• Whitelist Refrens to send emails using your own domain

  For workspaces that are enrolled in Google's Advanced Protection Program, user may have to whitelist the Refrens app to be able to send emails from their domain. Here's how to whitelist our app in a few simple steps: Navigate to https://admin.google.com/ac/home On the Admin Console Page, go to Menu > Security > Access and Data Control >API Controls: ![](https://storage.crisp.chat/users/helpdesk/website/3beb97f09c121600/d82c972a-d20f-4023-aed8-16b5daFeatured

• Refrens Invite & Earn Program Guide

  Refrens' Invite & Earn Program helps you earn rewards & lifetime commissions by inviting your network to join Refrens. This is a great way to access premium features for free while helping others discover the benefits of Refrens for managing their business needs. Here’s everything you need to know about how the program works and how you can maximize your rewards & commissions. 1. How It Works By inviting clients, vendors, or friends to join Refrens, you can earn credits that you can uFeatured

• How to Create a Proforma Invoice

  Follow the steps below to create a new Proforma Invoice: 🧭 Navigation Path Go to: Sales > Proforma Invoice > Create New Proforma Invoice 📝 Steps to Generate a Proforma Invoice Open your dashboard Navigate to the Sales section Click on Proforma Invoice Select Create New Proforma Invoice Enter required details such as: Customer name Item/service details Quantity & rates Review the information Click Save / Generate Your Proforma InvoiceFew readers

• How to Manage Your Business from WhatsApp using Refrens AI?

  You can now manage your Refrens business directly from WhatsApp by connecting your Refrens Account with Refrens AI MCP on WhatsApp. Learn how to manage your business with ChatGPT and Claude >> Once connected, Refrens AI can help you quickly find information and perform actions based on your requests To Refrens AI on WhatsApp, you can ask: “Show me all overdue invoices.” “Which customFew readers