Smart Online Invoicing & Billing Software for Modern Businesses

Handle billing, GST compliance, payments, and real-time business reports using one invoicing software.

Core Functionality and Automation

Automated Invoicing and Billing

Refrens offers an automated invoicing and billing system that reduces manual work at every stage of the invoice lifecycle.

• The system digitizes invoices automatically.
• OCR technology reads vendor name, address, item details, quantity, price, and taxes.
• Users do not need to enter data manually.

The software validates invoice data to reduce human errors.

• It checks calculations automatically.
• It ensures tax values and totals are accurate.

Refrens also automates internal workflows.

• Set approval flows for invoices.
• Schedule payments in advance.
• Track invoice status in real time.

This automation shortens the invoice cycle.

• Businesses process invoices faster.
• Teams save time on repetitive billing tasks.
• Errors reduce significantly.

The result is faster billing, higher accuracy, and better control over invoicing operations.

Endless Customization

Refrens gives you full control over how your invoices look and work.

• Choose from multiple professional invoice templates.
• Change invoice colors and fonts to match your brand.
• Add your company letterhead and custom footer.
• Configure PDF layout at the time of printing or downloading.
• Create invoices in English or switch to non-English languages using multi-language support.
• Add custom fields and custom columns based on your business needs.
• Apply custom formulas for pricing, taxes, or discounts.
• Upload product images or thumbnails directly on invoices.
• Show or hide SKUs based on client or industry requirements.

Recurring Invoicing

Refrens allows businesses to create recurring invoices for repeat billing. The system gives full control over how invoices are handled.

• Save recurring invoices as drafts.
• Automatically send invoices via email.
• Automatically send invoices via WhatsApp.
• Send invoices through both email and WhatsApp.
• This feature removes manual follow ups and repetitive invoice creation.
• Businesses bill clients on time.
• Clients receive invoices without delay.
• Cash flow stays predictable.

Recurring invoicing works best for retainers, subscriptions, and long-term service contracts.

Multiple Sharing Options

Refrens makes sharing invoices and quotations simple and fast.

• Share invoices, quotations, and other financial documents via email.
• Send documents directly on WhatsApp.
• Share a secure document link with customers and vendors.
• Avoid downloading and re-uploading files every time.
• Track live document status in real time.
• Know whether the invoice is sent, delivered, and opened.

Multiple Payment Integration Options

Refrens supports multiple payment methods to make invoice payments easy for clients.

• Integrates with Cashfree for online payments.
• Allows adding external payment links.
• Supports bank transfer details, UPI payments, credit/debit cadr payments, Netbanking payments.

The system supports flexible payment collection.

• Accept advance payments against invoices.
• Accept partial payments for the same invoice.

Payment tracking stays clear and automatic.

• The dashboard shows paid, partially paid, and unpaid invoices.
• Businesses track actual received amounts easily.

Multiple Currency Support

Refrens invoicing software supports both local and international billing needs.

• Create invoices in INR and other global currencies.
• Support for USD, GBP, EUR, Pound, and many more.
• Use 150+ currencies across 175+ countries.
• Invoice international clients in their preferred currency.
• Avoid manual currency conversion errors.
• Maintain clear records for cross-border payments and taxes.

This makes Refrens ideal for exporters, agencies, and businesses working with global clients.

Multiple Scheduling Options

Refrens helps you plan invoice sharing and follow-ups in advance.

• Schedule invoices with a single click.
• Set a future date and time for invoice delivery.
• Schedule follow-ups to remind customers automatically.
• Send scheduled invoices via email.
• Send scheduled invoices via WhatsApp.
• Avoid manual follow-ups and last-minute reminders.

Real-Time Payment Tracking

Refrens tracks invoice payments in real time.

• The payment gateway stays fully integrated with invoices.
• The system marks invoices as paid automatically after payment.
• Users see payment status updates instantly.

Payment visibility stays simple and clear.

• Track who paid the invoice.
• Track the exact payment date and time.
• Track partial and advance payments separately.

Real-Time Reporting

Refrens updates all reports instantly after every transaction.

• The system updates reports automatically when a payment is received.
• No manual data entry or refresh is required.
• Payment reports update in real time.

Reporting stays centralized and accurate.

• Financial numbers reflect live data.
• Business stats update across the dashboard instantly.
• Invoice, payment, and tax data stay in sync at all times.

This real-time reporting helps businesses monitor cash flow, track performance, and make faster decisions without waiting for manual updates.

Real-Time Reconciliation

Refrens simplify reconciliation across payments, banking, and GST.

• The system matches payments with invoices automatically.
• Bank statements reconcile with recorded transactions in one click.
• GSTR reports reconcile with sales and tax data instantly.

Reconciliation stays fast and accurate.

• The system reduces manual matching errors.
• Records stay consistent across invoices, payments, and GST reports.
• Businesses save time during month-end and return filing.

Document Management

Refrens invoicing software helps you manage every business document in one place. Each document stays linked, organized, and easy to track.

Create Invoice

Invoices help you track revenue, customers, and payments.

• Create unlimited invoices for free.
• Duplicate or triplicate invoices in one click.
• Download, print, or email invoices instantly.
• Cancel or delete invoices when required.
• Track invoice status like sent, viewed, paid, or due.
• Use professional templates with no watermark.

Create Proforma Invoice

A proforma invoice shows a price commitment before the final sale.

• Create & share proforma invoices to collect advance payments.
• Use it as a confirmation document before delivery.
• Convert proforma invoice to final invoice in one click.
• Avoid creating invoices from scratch again.

Create Quotation

A quotation is the first step in closing a deal.

• Create professional quotations instantly.
• Share quotations via email or WhatsApp.
• Update quotation status as Won, Lost, or Rejected.
• Track which pricing works and where discounts are needed.

Create Purchase Order

Purchase orders help you control buying and inventory.

• Create unlimited purchase orders for free.
• Add products or services and send PO to vendors.
• Record goods received and update stock instantly.
• Customize PO formats as per business needs.

Create Sales Order

Sales orders connect inventory with invoicing.

• Check stock availability before confirming orders.
• Pick, pack, and ship items as per sales order.
• Generate invoices directly from sales orders.

Record Expense

Expense tracking is critical for profit visibility.

• Record daily and monthly business expenses.
• Track vendor-wise expenses in one dashboard.
• View expense reports instantly for accounting and tax use.

Create Delivery Challan

Delivery challans support goods movement.

• Create delivery challans within 60 seconds.
• Send challans along with shipped goods.
• Keep delivery records linked with invoices.

Create Credit Note

Credit notes handle returns and adjustments.

• Create credit notes for returned or damaged goods.
• Adjust invoice amounts correctly.
• Use credit notes for GST and tax filing.

Create Debit Note

Debit notes help during vendor disputes.

• Create debit notes for damaged or overcharged purchases.
• Link debit notes with purchase invoices.
• Use them for tax reporting and reconciliation.

Create Payment Receipts

Payment receipts confirm transactions.

• Create receipts for full or partial payments.
• Share receipts as proof of payment with customers.
• Keep receipts linked with invoices automatically.

With Refrens billing software online, every document works together, reducing errors, saving time, and keeping your business data clean and easy to manage.

Tax Compliance

GST Compliance

Refrens invoicing software helps you stay fully GST compliant without manual effort.

• Create GST invoices in seconds for CGST, SGST, IGST, and UTGST.
• Generate bill of supply for non-taxable or exempt supplies.
• Create reverse charge invoices when tax liability shifts to the buyer.
• Apply correct GST rates automatically on every invoice.
• Handle ITC tracking and reverse charge mechanism accurately.
• Maintain clean, audit-ready GST records at all times.

E-Invoicing Compliance

Refrens invoicing software simplifies e-invoicing for GST-registered businesses.

• Generate e-invoices with one click for B2B transactions.
• Auto-create Invoice Reference Number (IRN) instantly.
• Add government-mandated QR code automatically to invoices.
• Ensure e-invoice format follows GSTN rules.
• Reduce manual uploads and reconciliation work.

E-Way Bill Compliance

Refrens invoicing software makes generating E-way bills simple and error-free:

• Create E-way bills for inter-state and intra-state shipments.
• Auto-populate details from your invoices to save time.
• Ensure compliance with GST rules for transportation of goods.
• Reduce manual errors and avoid penalties.
• Manage all E-way bills directly within your billing dashboard.

GST Reports

Refrens invoicing software gives you complete GST reporting in one place:

• Access GSTR-1 (sales), GSTR-2B (purchase), and GSTR-3B filing reports instantly.
• Download reports in Excel, CSV, or JSON formats.
• Track your GST input, output, and liabilities effortlessly.
• Ensure accuracy for audits and tax filing.
• Stay compliant without juggling multiple tools or spreadsheets.

GST Reports Reconciliation

Refrens billing software goes beyond just generating GST reports by helping you reconcile them for accuracy:

• Verify GSTR-1, GSTR-2B, and GSTR-3B statements against your invoices.
• Identify mismatches or discrepancies in sales and purchase records.
• Ensure Input Tax Credit (ITC) claims are accurate.
• Simplify audits and GST filing with one-click reconciliation.
• Maintain compliance and reduce errors in tax reporting.

Integration and Data Management

Refrens invoicing software ensures all your business data is centralized, secure, and easily accessible. It simplifies document management, reporting, and integrations with other systems.

Unlimited Cloud Storage

Refrens offers unlimited cloud storage with no restrictions or hidden conditions. Store and manage:

• GST invoices, non-GST invoices, and tax invoices
• Quotations and proforma invoices
• Delivery challans, purchase orders, and sales orders
• Credit and debit notes
• E-invoices with IRN and QR codes
• E-way bills for inter-state and intra-state transactions

There are no limits on the number of documents you generate or store, giving your business the freedom to scale without worrying about storage constraints. All your data is securely stored in the cloud, automatically backed up, and accessible anytime from desktop, tablet, or mobile apps.

Inventory Management

Refrens goes beyond invoicing and accounting by providing comprehensive inventory management for businesses of all sizes. Key features include:

• Unlimited Item Creation – Add as many products or services as needed without restrictions.
• Real-Time Tracking – Monitor stock levels and movements instantly.
• Warehouse-Wise Dashboards – Track inventory across multiple locations easily.
• Reorder & Overstock Points – Set thresholds to avoid stockouts or overstocking.
• Stock Value Reports – Get insights into the value of your inventory at any time.
• Batch & Expiry Tracking – Manage items batch-wise and track expiry dates efficiently.
• Stock Transfers – Move inventory between warehouses with a few clicks.
• Low Stock Alerts – Receive notifications when items reach reorder levels.
• Inventory Valuation Reports – Analyze cost, sales, and profitability for each item.
• Batch + Serial-Wise Tracking – Keep detailed records for serialized or batch-specific products.

Refrens inventory management is fully integrated with your invoicing and accounting system, ensuring that stock movements, sales, and purchases are automatically updated.

CRM Integration

Refrens offers a built-in sales CRM integrated directly into your invoicing software, eliminating the need to switch between platforms. Key features include:

• Embedded Forms & Lead Capture – Collect leads from your website or landing pages seamlessly.
• Sales Pipeline Management – Track leads through different stages of your sales process.
• Custom Fields & Templates – Personalize pipelines, forms, and communication to match your business needs.
• Multi-Channel Integration – Connect with WhatsApp, Meta, email, and other platforms for effortless communication.
• One-Click Lead Conversion – Convert leads into quotations, invoices, or clients without manual data entry.

Customer and Vendor Management with Reports

Refrens goes beyond financial reporting by offering comprehensive customer and vendor management. Key highlights:

• Centralized Dashboard – View all client and vendor details in one place.
• Customizable Reports – Generate reports based on your business needs, like transaction history, payments, pending invoices, or purchase details.
• Track Interactions & Payments – See client and vendor activity, invoice status, and payment history at a glance.
• Easy Analysis – Identify top clients, frequent vendors, and outstanding balances quickly.

Data Security

Refrens prioritizes the safety of your business data.

• Encrypted Storage – All your invoices, reports, and financial documents are stored securely with advanced encryption.
• ISO Certification – Refrens follows industry-standard protocols for data protection and privacy.
• Safe Cloud Access – Access your data anytime without worrying about breaches or unauthorized access.

User Experience and Accessibility

Unlimited Free Support

Refrens ensures you are never stuck with your invoicing or billing needs. Key points:

• Dedicated Account Manager – Get a personal point of contact for all your queries.
• Multiple Support Channels – Reach us via phone, email, live chat, WhatsApp, or AnyDesk.
• Unlimited Assistance – No limits on the number of support requests or time spent resolving issues.
• Top-Rated Customer Service – Across review platforms, Refrens consistently ranks high for its support quality.

Free Assistance and Setup

Refrens makes getting started simple and hassle-free:

• Dedicated Onboarding Team – Receive step-by-step guidance to set up your account.
• Free Setup Assistance – No charges for configuring your business, templates, or preferences.
• Live Demos – Learn how to create invoices, quotations, GST bills, and more.
• Query Resolution – All your questions are answered during onboarding by experts.

Dedicated Account Manager

Refrens goes beyond regular support by providing a dedicated account manager:

• Personalized Assistance – Your manager understands your business and guides you through all features.
• Quick Query Resolution – Get answers to your questions without waiting in generic support queues.
• Proactive Support – Assistance for onboarding, invoice setup, GST compliance, and workflow optimization.

Easy Meaningful Dashboards

Refrens dashboards are designed to be intuitive, persona-focused, and actionable:

• No Data Overload – Only relevant information is displayed for each user.
• Persona-Specific Views – Accountants see compliance-related dashboards like GSTR reports. Business Owners get sales, income, and cash flow dashboards.
• Quick Insights – Access key metrics instantly and make informed decisions.
• Interactive & Easy to Use – Navigate smoothly, filter data, and understand reports at a glance.

User-Friendly Invoicing

Refrens focuses on simplicity and ease of use for every business user:

• Minimal Learning Curve – Designed so that even non-accountants can use it effortlessly.
• Automated Reports & Ledgers – Most reports and accounting entries are auto-generated.
• Form-Like Simplicity – Creating invoices feels as simple as filling out a form.
• Highly Rated by Users – One of the most praised features across all reviews.

Mobile Accessibility and App

Refrens works across desktop and mobile without limiting features.

• Dedicated Mobile App – Create, edit, and share invoices directly from your phone.
• Full Document Access – View invoices, quotations, delivery challans, and receipts anytime.
• Lead Management on Mobile – Track leads, update stages, and convert them into documents.
• Live Reports Access – Check sales, payments, and outstanding amounts on the go.
• Real-Time Sync – All data updates instantly across devices.

Allowing business owners to manage invoicing and billing from anywhere, without depending on a laptop or office setup.

Advanced Accounting Features Available with Refrens

Refrens invoicing software works seamlessly with Refrens cloud accounting software. This means you can start with invoicing and later activate advanced accounting features without changing systems. These features help businesses that want better control, compliance, and financial visibility.

Core Accounting Capabilities

Bank Reconciliation - Match invoices and payments with bank statements automatically. This reduces manual errors and saves reconciliation time.

Chart of Accounts - Organize income, expenses, assets, and liabilities in a structured format. This helps maintain clean and audit-ready accounts.

General Ledger - Every invoice, payment, and expense creates ledger entries automatically. You do not need manual journal posting.

Audit Trail - Track every change made in invoices, payments, or records. This improves transparency and internal control.

Cash Flow Management - Monitor money coming in and going out in real time. This helps businesses plan expenses and avoid cash shortages.

Financial Reports - Generate Balance Sheet, Profit and Loss, and Trial Balance instantly. Reports stay updated as soon as transactions happen.

Automation and Control

Workflow Automation - Set approval workflows for invoices, expenses, and payments. This is useful for growing teams and multi-user businesses.

User Access Control - Decide who can view, edit, approve, or delete data. This protects sensitive financial information

Role-Based Permissions - Assign roles for accountants, sales teams, and managers. Each role sees only what they need to see.

Refrens lets you start simple with invoicing and scale into full accounting without migration, data loss, or extra complexity.