How to Customize Columns & Formulas for accounting documents on Refrens?

To schedule your invoice using premium features on Refrens, follow the steps given below:

• Open your Refrens premium account
• Navigate to Invoices
• Click on ‘+Create New Invoice’
• Input the required details
• Click on the ‘Email Invoice’ option
• Enable the ‘Schedule Invoice for later’ option
• Choose the date and time
• Click on ‘Send Schedule Email’

To Create Purchase Order in Refrens, follow the steps given below:

• Open your Refrens account
• Navigate to the ‘Purchase order’ section
• Click on ‘+create a Purchase Order’
• Input the required details
• Click on ‘Save and Continue’
• Alter the theme as per required on the PO review page (only for premium subscription users)
• Share the Purchase order

To Create and publish forms in Refrens Forms, follow the steps given below:

• Open your Refrens account
• Navigate to the ‘lead management’ section
• Navigate to the ‘forms’ section
• Click on ‘+Create form’
• Input the required details
• You can also create a hidden field by clicking on ‘+add new custom field’ and enabling ‘hidden field’
• Click Save
• Hit Publish

To Create a Sales Pipeline in Refrens Forms, follow the steps given below:

• Open your Refrens account
• Navigate to the ‘lead management’ section
• Click on the ‘+New Sales Pipeline’ icon
• Input the required details
• Click on ‘Save Changes’

To create E-invoices on Refrens, follow the steps given below:

• Open your Refrens account
• Go to the ‘Invoices’ section
• Hit ‘Create New Invoice’
• Input the required details
• Review and send the invoice