Best FREE Online Invoicing Software

Create and share invoices in 1-click. Collect faster payments with auto-reminders. Get insightful reports. Customize, Download PDFs, and Manage Taxes -All for FREE in one place!

Invoicing Software - Online Invoicing
Our Users Rate Refrens ⭐ 4.8/5 based on 11700+ Ratings

Effortless Invoicing Software for Small Business Owners

Full-fledged Online Invoicing Software for freelancers, small businesses, agencies to create and send professional looking invoices to your customers. With our user-friendly Invoicing Software - create TAX invoices without any prior knowledge of TAX.
Free Invoicing Software Hong Kong - Refrens Dashboard
By using Refrens invoicing software, you can optimize your invoicing processes, as well as manage all of your client data in one place that can be used again without having to retype it.
Professional Invoices
Create Professional InvoicesBuild your brand by customizing your invoices and selecting a perfect template that suits your business.
autopilot_invoices
AutoPilot Your InvoicesSave time and effort by receiving your payment faster every time with recurring invoices and send payment reminders.
Free Invoicing Software
Get Paid FasterRefrens invoicing software helps you to schedule automatic payment reminders before and after the due date.

All The Features You Need, Minus The Headache

Create Online Invoices for Free
Look Professional
Craft professional invoices with a branded touch for clients. Select from various templates, customize colors, fonts, and layout to align with your brand. Incorporate your logo, personalize the header and footer, and maintain consistent brand colors for a cohesive appearance. Choose fonts in line with your brand personality and add personal messages for a human touch. Ensure branded PDFs for consistency and optimize for mobile devices. These steps not only enhance professionalism but also reinforce your brand identity, leaving a positive and memorable impression on clients.
Free Quotation Software
Convenient Sharing Options
With our official WhatsApp API integration, sending invoices becomes effortless – just a single click and it's done! Not only can you email invoices, but you can also track when clients view them. Additionally, we offer flexibility in sharing invoices – whether it's via a link, as a PDF file, or even in print. This streamlined approach ensures efficient communication with clients, providing various options to suit their preferences while offering tracking capabilities for better transparency in your invoicing process.
Quotation Software
More Than Just Invoicing
Beyond just invoices, our platform offers a comprehensive suite of features. Easily generate quotations, estimates, and proforma invoices to streamline your client interactions. Manage recurring invoices effortlessly for subscription-based services. Create credit and debit notes to account for adjustments seamlessly. Simplify the logistics with delivery challans, while efficiently tracking payment receipts. For streamlined business operations, utilize purchase orders and sales orders. Our platform provides a versatile toolkit to cover a range of financial transactions, ensuring your business processes are efficient, organized, and tailored to your specific needs.
Invoicing Software for Professional Services - Automated Document Conversion
Seamless One-Click Conversions
Experience seamless automation with a single click! Convert quotations or proforma invoices into invoices effortlessly. Transform invoices into credit or debit notes with ease. Instantly generate expense records from purchase orders, eliminating the need for manual copy-pasting. Bid farewell to tedious tasks and embrace streamlined processes that save time and enhance efficiency. With our one-click automation, your business workflows become more intuitive and less labor-intensive, allowing you to focus on what matters most – your core operations and client relationships.
Create Recurring Invoices
The Power of Automation
Experience lightning-fast invoicing with our auto-assist feature! No more manual entry hassles – let our smart system handle it for you. The auto-assist feature takes care of details like client addresses, terms and conditions, item prices, tax rates, logos, signatures, and more. With just a few clicks, generate professional invoices in a matter of seconds. Enjoy the convenience of automation, saving you time and ensuring accuracy in every detail. Simplify your invoicing process and focus on what truly matters – delivering excellent services to your clients.
Accounting Reports
Advanced Accounting & Reporting
Effortlessly manage your financials with our platform's robust features. Create and oversee ledgers, vouchers, and account groups seamlessly. Generate comprehensive financial reports including Income Statements, Balance Sheets, and Trial Balance for a clear overview of your business finances. Keep a meticulous track of Account Receivable and Payables, ensuring transparency in your transactions. Easily generate essential reports such as TDS, HSN, and more to meet compliance requirements. Our platform provides a complete financial toolkit, empowering you to maintain accurate records, analyze performance, and stay in control of your business's fiscal health.
Seamless Inventory and Expense Management
Inventory & Expenses Management
Experience effortless inventory and expense management with our platform's auto-update feature. Seamlessly keep track of inventory levels for various items, ensuring accurate stock management. Convert invoices received through Refrens into expenses with ease, eliminating manual data entry. This streamlined process not only enhances efficiency but also minimizes errors in your financial records. Whether it's tracking inventory, managing expenses, or converting invoices, our platform simplifies these tasks, allowing you to focus more on your business and less on administrative complexities.
Invoicing Software for Professional Services - Security and Data Backup
Security & Data Backup
Ensure the safety and integrity of your data with our platform's robust security features. Benefit from secure cloud storage and regular backups, providing a safeguard against data loss. Implement role-based access control and permissions to restrict access based on user roles, ensuring data confidentiality. Stay protected with timely software updates and up-to-date security patches, minimizing vulnerabilities and enhancing system security. With these measures in place, our platform prioritizes the security and privacy of your data, providing you with a reliable and secure environment for your business operations.

Everything Your Business Need to Grow Rapidly

Send WhatsApp and Email
1-click WhatsApp & Email Sharing Quickly share Quotations & Invoices over WhatsApp/email or schedule for later.
Track Invoices
Track InvoicesTrack when your clients view your Invoices sent over email.
Auto Assistant
Auto-assistanceSystem will automatically fill 80% of the details for you based on your past documents. Reduce manual efforts & save time!
Easy Customization
Branding & CustomizationChoose from multiple templates, fonts, colors, etc. Completely customizable according to your business needs.
1 Click Conversion
1-Click ConversionSave time & effort by auto converting a Quotation into an Invoice, an Invoice into a Credit/Debit note, and more!
Track Invoices
Automated Payment RemindersGet paid faster by sending automated reminders to clients over WhatsApp & email.
Multiple Business & Team Members
Multiple Businesses & Team MembersSeamlessly manage multiple business. Add your team members & accountant. Control access levels with Roles & Permissions.
Ledger Account Groups
Ledgers & Account GroupsRecord & categorize transactions, easily track individual account balances
Balance Sheet and P&L ReportGet a clear view of your business’s financial health & profitability.
Create GST Invoices
InvoiceCreate fully customised VAT/Non-VAT Invoices in seconds - assisted by automation.
Proforma Invoice
Proforma InvoiceProvide a clear estimate of cost to your clients without initiating the transaction.
Send Quotations and Invoices
Credit/Debit NotesEasily rectify invoicing errors by creating credit or debit notes in seconds.
Quotation & Estimate
Quotation & EstimatesCreate attractive quotations & estimates instantly - share & track when clients view them.
Purchase Order
Purchase OrderQuickly process purchase orders to manage inventory refills.
Sales OrdersGenerate sales orders effortlessly to streamline your order processing.
Expense Management
Expense ManagementRecord & track all your expenses in one place - keep an eye on profitability.
Delivery Challan
Delivery ChallanInstantly create delivery challan for the transported goods.
Payment Receipt
Payment Receipt Instantly create & issue Payment Receipt for advance or full payment received.
Inventory Management
Inventory ManagementAuto-update inventory whenever you create an Invoice or expense. Track stock levels, avg. selling price, and more.
Convenient Sharing Options
Convenient Sharing OptionsShare Purchase Orders over Email, WhatsApp, and other platforms. Share as a link, PDF, or print.
Client Management
Client & Vendor ManagementEfficiently manage all your client & vendor information in one place.
BookkeepingCreate & manage ledgers, vouchers, and account groups. Generate income statements, balance sheets, trial balances, and other reports.
Bulk Upload
Bulk UploadUpload your past Invoices & client details in bulk to save time & manual efforts.
Essentials Reports
Comprehensive ReportsAutomatically generate reports for Invoices, Payments, Clients, TDS, VAT, and more in one click.
Multi-currency InvoicesCreate Invoices in different currencies. Easily track forex gain or losses.
Easy Access Anywhere
Access Anytime AnywhereEasy to use across any device & any place. Completely reliable with the highest up-time.
Quote to Invoice
Convert Quote to InvoiceEasily convert your quotes to invoices with just a click which ensures a smooth transition from quote to payment, saving you time and effort.
Supercharge your invoicing process starting with 0 HKDGet Started for FREE

Here is Why 150K+ Businesses Use Refrens Invoice Software

Refrens invoice software for collaboration with accountant
Efficient Collaboration With Your Accountant
Facilitate seamless collaboration with your accountant by leveraging Refrens. Save valuable time spent on manual back-and-forth communication. Easily add your accountant to Refrens with pre-set access controls, ensuring they have the necessary permissions to efficiently handle financial tasks. This feature streamlines the collaboration process, allowing both you and your accountant to work on the same platform, share information, and stay aligned on financial matters. Enhance productivity and communication, making financial management a collaborative and efficient process for your business.
Faster Payments With Auto Reminders
Faster Payments With Auto Reminders
Accelerate your payment cycles and improve cash flow with the help of auto reminders on Refrens. Seamlessly send reminders to clients via both WhatsApp and email, prompting timely payments. This automated approach reduces manual follow-ups, ensuring a smoother invoicing and payment process. By leveraging auto reminders, you not only save time but also enhance the efficiency of your accounts receivable management. It's a practical solution to expedite payments, fostering better financial health for your business.
Automated Invoicing With API
Automated Invoicing With API
Experience end-to-end automation of your invoicing process with our API. Seamlessly create, share, track, and manage invoices, streamlining your workflow. Trusted by growing businesses like UpGrad, Holidify, Mailmodo, ClaimBuddy, and more, our API ensures reliability and efficiency in your invoicing operations. By incorporating automation, you not only save time but also enhance accuracy and transparency throughout the invoicing lifecycle. It's a trusted solution for businesses looking to optimize their financial processes and focus on sustainable growth.

Pricing of Invoicing Software

Only Pay When You Need Premium Features.
Refrens Free Plan
Free PlanCreate up to 20 invoices and other documents in a year - completely free. Invoices, Quotations, Pro Forma, Expenses and more. No hidden charges.
Refrens Premium
Premium PlanManage your accounting at faster pace with additional premium features at minimal cost.
Refrens Invoicing Software
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Frequently Asked Questions (FAQ)

Online Invoicing Software on Refrens is Free for 20 documents a year. You can create invoices, quotations, and other documents can manage your expenses anytime.

Yes, Refrens Online Invoice Software supports recurring invoices. Users can easily set up recurring invoices for clients who need to be billed on a regular basis. This feature allows businesses and freelancers to automate the invoicing process for services or products provided on a recurring schedule, such as monthly retainers, subscription services, or ongoing projects. Recurring invoices help save time and ensure consistent and timely payments from clients.

Yes. You can use Refrens only for invoices. There is no compulsion to use the payment gateway. In future, if you wish to receive payment online you can enable an online payment option when you create an invoice.

Absolutely. Only you can decide who you want to share the invoices, quotations with. The documents you create are accessible only through special URLs that you share or PDFs that you download. We do not share your data with anyone for any purpose.

Yes. You can view various reports. We are adding more reports and ability for custom reports regularly. You can also download all the invoices and transactions in a CSV format to create your own reports.

  1. There is a limit to the number of transactions you can make on Refrens. You can create 20 free documents in a year. All free. Once the threshold of 20 documents is reached, you can buy our premium plans to continue creating the documents.

For as long as you want. We will not remove or delete any data or invoice that belongs to you, unless specifically instructed by you to do so.

Yes, Refrens allows you to add and manage multiple users under a single business account. This feature is beneficial for businesses that require collaboration among team members or have multiple staff members handling different aspects of invoicing and project management. Each user can have designated roles and permissions, ensuring secure and efficient management of your business processes.

Yes. You can add your company or personal logo to the invoices to make it more professional and for branding purposes.

Not at all. Your invoices will carry no ads. On the free version, the documents will carry a small non-intrusive Refrens branding. It helps us spread the word and keep the free features going.

Documents of Premium customers will carry only your business' branding.

No. We do not have an app that can be downloaded. Refrens is a 100% web-based application. You will need an internet connection to use.

Not right now. We will be launching a mobile app soon.

Determining the "best" billing software depends on specific business needs and preferences. Refrens Online Invoice Software offers a range of free features, including invoicing, quotations, proforma invoices, purchase orders, and expense reports, making it a comprehensive solution for many businesses and freelancers.

We are always available to support our customer via email support(care@refrens.com) and also via live chat support.

Invoicing Software for Small Businesses

Why every business needs invoicing software?

In today's digital age, businesses rely on special tools called invoicing software to keep their finances in check. Imagine you have a lemonade stand, and every time you sell a glass of lemonade, you write it down in a special notebook. That's what invoicing software does for businesses, but in a super smart and efficient way! Let's break down why every business, big or small, needs this nifty tool.

  1. Keeping Track of Transactions

Invoicing software helps businesses keep track of all their money moves. When you sell something or buy supplies, it's like jotting it down in your notebook. It's important to know who bought your lemonade, how much you sold, and how much you spent on lemons, right?

  1. Understanding the Business

Just like your lemonade stand, businesses need to know where they sell their products and how much they sold them for. Invoicing software helps them figure out these details easily. It's like a detective that solves the mystery of your business success!

  1. Managing Expenses

Businesses also need to know how much they spend on things like lemons, cups, and sugar. Invoicing software helps them keep track of expenses. Think of it as a superhero calculator that adds up all the costs without making any mistakes.

  1. Keeping an Eye on Debts and Payments

Sometimes, people buy lemonade but don't pay immediately. It's like a promise to pay later. Invoicing software helps businesses remember these promises. It's like a friendly reminder that says, "Hey, don't forget, someone owes you money!"

  1. Saying Goodbye to Mistakes

In the past, people used to write down everything by hand, which often led to mistakes. Invoicing software eliminates these errors. It's like having a super neat handwriting that nobody misreads!

  1. Going Digital

Long ago, people used pen and paper for everything. But today, businesses use digital invoicing. Why? Because it's faster, neater, and way more organized. It's like upgrading from a bicycle to a rocket ship – super fast and efficient!

  1. Easy Reporting

Drawing a report from lots of handwritten notes is like solving a tricky puzzle. Invoicing software does this instantly. It's like magic that turns messy notes into clear and understandable reports.

So, whether you are running a lemonade stand or a big store, using invoicing software is like having a trustworthy friend who helps you manage everything without any fuss. It's the secret ingredient that makes businesses run smoothly. Don't forget, even the smallest lemonade stand can benefit from this amazing tool!

How online invoice software is better than traditional invoicing?

  1. Speed and Efficiency

Invoicing software is like a super speedy robot. It can create invoices, calculate totals, and send them to customers in seconds! Manual invoicing, on the other hand, takes a lot of time. You have to write everything down by hand, and that can be super slow, especially if you have lots of sales.

  1. Fewer Mistakes

Remember that time you spilled lemonade on your notebook, and the ink smudged everywhere? Invoicing software doesn’t spill lemonade! It keeps everything neat and tidy. With manual invoicing, it's easy to make mistakes. Maybe you write the wrong number or forget to add something. Invoicing software double-checks everything, so there are fewer errors.

  1. Organization at Its Best

Think of your invoicing software as a magical organizer. It keeps all your invoices, customer details, and payment records in one place. Imagine trying to find a specific sale in a huge pile of paper receipts – it’s like searching for a needle in a haystack! Invoicing software makes finding information as easy as playing your favorite game on your computer – just a few clicks and you're there!

  1. Automatic Reminders

Sometimes people forget to pay for the lemonade they bought. Invoicing software sends friendly reminders to customers, just like a kind reminder from a friend. Manual invoicing doesn’t do this. You have to remember who owes you money and ask them yourself. With invoicing software, it's all automatic, like having a personal assistant who takes care of these things for you.

  1. Accessibility Anytime, Anywhere

Invoicing software works wherever you have an internet connection, just like your favorite online game. You can send invoices or check your sales from your computer, tablet, or even your phone. Manual invoicing ties you down to one place, like playing a board game that can't leave the table. With invoicing software, you're free to move around and still manage your business.

  1. Environmentally Friendly

Using less paper is great for our planet! Invoicing software is like a superhero for the environment. Manual invoicing means using lots of paper, which can lead to more trees being cut down. By going digital, you're helping to save trees and protect nature.

Refrens free invoicing software

Why use Refrens invoicing software?

  1. User Friendly Interface

Refrens invoice software is so simple that even if you're starting from zero, you can navigate through it with ease. Unlike other complicated systems that make your head spin, Refrens offers simplified navigation. You won’t encounter any technical terms or jargons. Instead, you’ll find straightforward buttons and menus. Refrens holds your hand and guides you through the entire process. From creating invoices to managing other essential documents, it breaks down each step into simple, easy-to-follow instructions. You’ll be creating professional-looking invoices and documents in no time thus simplifying your invoicing process.

  1. Customization

Customization is a key feature in modern invoicing software. Businesses can personalize their invoices using various customization options such as:

  • Multiple Templates: Choose from a range of templates tailored to different needs like professional invoices, letterheads, or minimalist designs.
  • Custom Fields: Add specific fields to your invoices that are relevant to your business, ensuring all necessary information is included.
  • Custom Formulas: Automate calculations with custom formulas, making it easy to handle complex pricing structures or discounts.
  • Custom Colors: Personalize your invoices by incorporating your brand colors, reinforcing brand identity.
  • Font Selection: Change fonts to match your company's branding guidelines, ensuring consistency across all documents.
  • Letterhead and Footer: Include your company's letterhead and footer in the invoices, adding a professional touch.
  • Printing Style: Adjust the printing style by selecting paper size, margins, and text scale, ensuring the invoices look polished even in print.

These customization options empower businesses to create invoices that reflect their brand identity and cater to specific client needs effectively.

  1. Multi-Currency Invoicing

Refrens free invoicing software simplifies the process of creating multi-currency invoices. It automatically handles currency conversions, eliminating the need for manual calculations. Businesses dealing with international clients or transactions can benefit greatly from this feature, ensuring accurate and hassle-free invoicing across different currencies.

  1. More Than Invoicing

Refrens offers a comprehensive suite of features beyond invoicing. Users can create a variety of documents including quotations, proforma invoices, payment receipts, credit and debit notes, sales orders, purchase orders, and delivery challans. Additionally, it provides tools for efficient expense management and inventory management, making it a one-stop solution for various business needs. You can checkout the Refrens quotation software here.

  1. Streamlined Document Coversion

Refrens offers seamless document management by allowing users to convert quotations to proforma invoices and invoices, as well as convert proforma invoices to invoices and other related documents. These documents are interlinked, enabling users to track the origins of each document and ensuring a transparent and organized workflow. This feature simplifies the process of managing different stages of transactions and provides a cohesive overview of the entire business process.

  1. Easy to Set Recurring Invoices

Refrens invoice software simplifies the process of managing recurring invoices and other documents with its user-friendly interface. Users can set up recurring invoices and various documents at different stages, including creating drafts, saving documents, sending emails, and even sending documents via WhatsApp. The flexibility to choose different communication channels, such as email and WhatsApp, allows businesses to cater to the preferences of their clients, enhancing communication efficiency and ensuring timely delivery of invoices and other essential documents.

  1. Record Payments

Refrens offers a streamlined solution for recording payments, allowing users to effortlessly add payments received from clients with just one click. This intuitive feature simplifies the payment recording process, enabling businesses to maintain accurate financial records and efficiently manage their cash flow.

  1. Add Bank Details

Refrens provides the flexibility to add multiple bank details to the invoice, allowing businesses to accommodate various payment methods and preferences of their clients. This feature enables seamless transactions and enhances the convenience of payment processing for both parties involved.

  1. Multiple Invoice Sharing Options

Refrens offers diverse sharing options, allowing users to efficiently distribute invoices to clients. These options include downloading the invoice as a file, printing a hard copy, sending it via email, sharing it through WhatsApp, and even providing a direct link to the invoice. This versatility ensures that businesses can reach clients through their preferred communication channels, enhancing overall communication and transaction processes.

  1. Scheduling Invoices

Refrens online invoicing software provides a convenient scheduling feature that enables users to set invoices for later dates. By utilizing the email and WhatsApp scheduler, businesses can automate the sending of invoices at specific times in the future. This automation simplifies the invoicing process, ensuring timely delivery and improving overall efficiency in managing financial transactions.

  1. Document Duplication

Refrens allows users to save valuable time by offering a duplication feature. This functionality enables businesses to duplicate previously created invoices, saving them from the hassle of retyping client details repeatedly. By reusing invoices, entrepreneurs can significantly streamline their invoicing process, improving productivity and efficiency in managing their financial documentation.

  1. Client and Vendor Management

Businesses can efficiently organize and store all essential details of their clients and vendors. This streamlined approach enhances overall business communication, allowing entrepreneurs to focus on building strong relationships with their clients and vendors.

  1. Email Status

Refrens provides detailed insights into the status of your invoices, allowing you to track whether your clients and recipients have opened the invoice emails or not. This feature provides valuable information for businesses, enabling them to follow up effectively and ensure timely payments.

  1. Auto Payment Reminder

Refrens allows you to set up automatic payment reminders, streamlining the process of reminding clients about pending payments. With this feature, businesses can maintain a consistent follow-up system without manual intervention, ensuring that clients are reminded of their payment obligations on time. This automation not only saves time but also contributes to improved cash flow management by reducing delays in receiving payments.

  1. Line Item Customization

Refrens provides the functionality to enhance the visual appeal and clarity of invoices or any other documents by allowing users to add images of the products or services directly into the line item section. This feature enables businesses to showcase their offerings visually, making it easier for clients to identify the products or services they are purchasing. By incorporating images, invoices become more informative and visually engaging, enhancing the overall professionalism of the documents.

  1. Simple Tax Configuration

Refrens makes it effortless for registered VAT businesses to configure taxes according to the specific rules and regulations of their country. The platform allows users to easily set up and customize tax rates based on the applicable VAT laws, ensuring accurate and compliant invoicing. This feature ensures that businesses can generate invoices that adhere to the tax requirements of their country, simplifying the process of taxation and financial compliance.

  1. Bulk Upload

With Refrens, users have the convenience of bulk uploading various documents, including invoices, quotations, proforma invoices, and expenses. This time-saving feature allows businesses to efficiently manage their financial records by uploading multiple documents in batches. Whether it's invoices for clients, quotations for potential deals, proforma invoices for advance payments, or expenses incurred, Refrens streamlines the process by enabling bulk uploads.

  1. Track the Status

Refrens provides a user-friendly summary feature that allows you to easily track the status of your invoices. You can quickly see which invoices have been accepted, paid, partially paid, unpaid, or overdue. This summary feature provides a clear overview of your financial transactions, helping you stay organized and ensuring you're aware of your business's current financial standing. With this information readily available, you can make informed decisions and effectively manage your cash flow.

  1. Add/Manage Multiple Businesses

Refrens offers the flexibility to create and manage multiple businesses and branches under one account. This feature eliminates the need to create and manage multiple accounts for different businesses, streamlining your operations and simplifying your business management processes. With this capability, you can efficiently handle various aspects of your different businesses, ensuring seamless management and organization across all your ventures.

  1. User Access Control

Refrens allows you to efficiently manage your team by providing user access control, also known as roles and permissions. With this feature, you can assign specific roles and permissions to team members, controlling their access to various documents, including invoices and other important files. This functionality ensures a secure and organized workflow within your team, allowing you to designate tasks and manage access according to each team member's role and responsibilities.

  1. Inventory Management

Refrens offers comprehensive inventory management capabilities, allowing you to seamlessly handle your stocks and related transactions. With this feature, you can effortlessly add, manage, edit, and delete stocks. It provides a clear overview of your current stock levels and average selling prices. Additionally, you can easily adjust newly added stock, view detailed item information, and monitor transactions associated with each specific stock. Refrens' inventory management feature streamlines your stock control, ensuring you have precise insights into your products and transactions.

  1. Client Statements

Refrens simplifies the process of generating client statements for each product or service sold to them. With its user-friendly interface and robust features, you can effortlessly generate detailed client statements, providing comprehensive insights into the products or services purchased by your clients. This functionality allows you to maintain clear and transparent communication with your clients, enhancing your professional relationships and ensuring accurate financial records.

  1. Essential Reports

Refrens provide proforma invoice, invoice, client and vendor, payment, TDS, VAT, credit note, line item wise report, HSN report, purchase order report, expense report, delivery challan report.

  1. Advance Accounting

Advance accounting involves various components that play a crucial role in managing a company’s financial data accurately. Here's a breakdown of the key elements you mentioned:

  • Voucher Books: These are used to record every financial transaction made by a business. Voucher books include various types of vouchers like payment vouchers, receipt vouchers, journal vouchers, etc. Each voucher type serves a specific purpose in the accounting process.
  • Ledger: A ledger is a collection of accounts that records all transactions associated with a particular account. It provides a summary of financial transactions, making it easier to see the overall financial health of the business.
  • Balance Sheet: This is a financial statement that provides a snapshot of a company's financial condition at a specific time, usually at the end of an accounting period. It consists of assets, liabilities, and shareholders' equity. The balance sheet is a crucial tool for investors and creditors to assess the company's financial stability.
  • Account Groups: In accounting, accounts are often categorized into groups based on their nature (e.g., assets, liabilities, expenses, income). Account groups help in organizing the accounts systematically, making it easier to prepare financial statements and analyze financial data.
  • Accounts: Accounts represent specific items like cash, inventory, sales, expenses, etc. Each account records transactions related to that item. For instance, a sales account tracks all sales transactions, while an inventory account records changes in stock levels.

These components form the backbone of advanced accounting systems, ensuring that a company's financial data is accurately recorded, organized, and analyzed. They are vital for financial reporting, decision-making, and compliance with regulatory requirements.

  1. Lead Management Software

Having integrated lead management software within Refrens provides a streamlined process for businesses. It allows them to efficiently manage their leads, converting them seamlessly into various documents like quotations, proforma invoices, and invoices. This integration significantly reduces the time and effort spent on creating documents from scratch for each lead, ensuring a more efficient workflow for businesses. By simplifying lead conversion and document creation, Refrens helps businesses focus more on their core operations and building customer relationships.

Essential tools offered by Refrens invoice software

1. Invoice Generator

Invoices are one of the most important aspects for your business to grow. Creating invoices for your business helps identify your regular customers, who pay on time, details about part paid invoice and invoice due.

When selecting an invoice software, make sure that it has all the necessary and basic features like duplicate or triplicate the invoice, download invoice, print, and email invoice. In addition, there should be a feature related to deleting or canceling GST invoices.

Using our free invoicing software, create, manage, track, download, or email unlimited invoices for free without hassle. No Watermark, free templates, and easy to check invoice status using our free invoice generator.

2. Proforma Invoice Template

A Proforma invoice is created before the final invoice is sent to the client. Therefore, you can consider it as a confirmation document for the client as well. Once the client gives confirmation, you can dispatch the product or service along with the final invoice.

Refrens proforma invoice offers you to convert proforma invoice to invoice so that you don’t need to create the invoice from scratch. Here the proforma invoice and invoice get linked with each other. You can use our proforma invoice templates to create proforma invoices for free.

3. Quotation Maker

A quotation is the first document in the business you sent to your potential customer, and as you know, the first impression is the last. So creating an attractive and converting quotation is a must if you want to convert the client.

Create professional quotations and send them to the clients instantly. Once the quotation gets approved, you can easily change the quotation status as Won, Lost, Rejected. This way, you get to know how to improve your product or service pricing range or need of any discounts. Directly manage your quotations from leads sections using a free quotation maker.

4. Purchase Order Template

One of the best ways to maintain the inventory is to create a purchase order. However, it also shortens the purchasing cycle of an organization. Using Refrens purchase order generator, create and manage free purchase orders.

Add the product or service you want to purchase and send it to the vendor. Once you receive the product, you can easily add to the stock and help in managing the inventory. Create PO from various free purchase order templates and customize it as per your requirements.

5. Expense Management

When running a business, it is obvious that expenses are sure to be incurred. It can be daily expenses like daily snacks for the employees, printing, etc., or monthly expenses like bills. Therefore, it is as important to manage your expenses as you do to manage the invoices.

Using our free invoice software, you can manage your expenses incurred on a daily and monthly basis. In addition, you can also manage your vendors and vendor reports with one click under expense management.

6. Delivery Challan

Delivery challan is a document specially created when there is transport or movement of goods. This is sent along with shipped goods. Using our online invoice software, to create a delivery challan within 60 seconds.

7. Credit Note

Creating an invoice is not enough for the business, but there are times when the customer returns the goods or services for some reasons like damaged products, sending wrong products, or any other reasons. Here comes the use of credit notes and helps to manage the amount. If you are creating an invoice then creating a credit note is a good practice.

8. Debit Note

Similar to a credit note, the debit note is essential for the business when you purchase any goods or services. There are possibilities that your purchased goods are damaged or overcharged by your vendor or any other. In this situation, you can easily create a debit note against the invoice and can send it to your vendor. Both debit and credit notes can be used for filing taxes.

9. Inventory Management

The best way to maintain your stock is to use inventory management software. It helps in storing, maintaining, and using the company’s stock. Not just invoicing, Refrens free invoice software provides inventory management so that you can perform all the accounting activities in one place. No need to register for additional software for inventory.

10. Payment Receipts

When doing business, it is obvious you sell the products or services to your clients. But along with the product, you send a payment receipt to your customer as proof of payment. Payment receipts can be sent for both partial or full payment of the invoice. This document is useful to both seller and buyer as both of them have the same document as payment has been made by the seller.

11. Client Management

Easy to manage your clients under client management. Add multiple custom fields and as many as data you want to. Upload bulk clients data and you can export the client information at once.

12. Lead Management

Whenever you get any leads, add the entry and track the status of the leads and the details like a source of lead, budget, follow up, lead assignee, lead status whether the lead converted or not. If the leads get converted you can directly create the quotation from leads. No need for quotation again from the scratch.

13. Sales Order

Upon receiving a Sales Order, a business checks its inventory to ensure product availability. The items are then picked, packed, and shipped to the customer as per the order specifications. Once the customer receives the products and confirms their satisfaction, an invoice is generated based on the Sales Order.

Who can use Refrens invoice software?

Freelancers

  • Multi-Currency Support: Ideal for freelancers dealing with international clients, allowing them to invoice in various currencies.
  • Customization Options: Freelancers can create professional invoices with their branding, showcasing a polished image to clients.
  • Auto Reminders: Helps freelancers get paid on time by sending automated reminders to clients for pending payments.
  • Recurring Invoices: Perfect for freelancers with regular clients, automating the process of billing for ongoing projects or services.

Small and Medium Enterprises (SMEs)

  • Client Management: Enables SMEs to maintain detailed records of clients, ensuring personalized communication and better service.
  • Expense Management: Helps SMEs keep track of daily and monthly expenses, promoting effective financial management.
  • Bulk Client Data Upload: Allows SMEs to upload multiple client details at once, saving time and effort in data entry.
  • Advanced Accounting: Provides a comprehensive accounting system, including ledger management and balance sheets, ensuring accurate financial records.

Consultants

  • Quotation Maker: Consultants can create visually appealing and persuasive quotations to impress potential clients.
  • Lead Management: Helps consultants track leads, manage follow-ups, and convert leads into clients seamlessly.
  • Invoice and Quotation Conversion: Streamlines the process by converting quotations into invoices, saving time and ensuring consistency.

Entrepreneurs

  • Multiple Business Management: Entrepreneurs can manage various businesses or ventures under a single account, maintaining clarity and organization.
  • User Access Control: Enables entrepreneurs to grant specific access rights to team members, ensuring secure collaboration.
  • Expense Management: Helps entrepreneurs keep a close eye on expenses, optimizing budget allocation for different projects or ventures.

Startups

  • Inventory Management: Essential for startups selling physical products, allowing them to monitor stock levels, prices, and transactions efficiently.
  • Recurring Invoices: Perfect for startups with subscription-based models, automating billing for recurring services and products.
  • Lead Management: Facilitates startups in managing leads, understanding customer needs, and converting leads into paying clients.

Product-Based Companies

  • Inventory Management: Centralizes stock information, ensuring product details, pricing, and transactions are easily accessible.
  • Customization Options: Allows product-based companies to add images of products in invoices, making invoices visually appealing and detailed.

Chartered Accountants (CA's) for Their Clients

  • Advanced Accounting: Provides comprehensive accounting features, including voucher books and diverse reports, ensuring accurate financial records for clients.
  • Client and Vendor Management: Helps CA's organize client and vendor information efficiently, facilitating smooth communication and transactions.

Generate reports from invoicing software

We provide our users with different reports to focus on a particular part of their business and grow at a rapid speed. Date wise and client wise reports are enabled to download. Different Reports includes

Proforma Invoice Report - Detailed overview of proforma invoices, useful for tracking pending transactions and forecasting revenue.

Invoice Report - Comprehensive summary of all invoices issued, including payment status, ensuring you stay on top of your receivables.

Client and Vendor Report - Management of client and vendor details, enabling effective communication and relationship management.

Payment Report - Keep track of all payments received, providing clarity on your cash flow and financial health.

TDS Report - Manage Tax Deducted at Source (TDS) records, ensuring compliance with tax regulations.

VAT Report - Detailed overview of Value Added Tax (VAT) records, facilitating accurate tax reporting to authorities.

Credit Note Report - Keep a record of credit notes issued, maintaining transparency in your financial transactions.

Line Item Wise Report - Detailed analysis of individual line items, aiding in precise evaluation of sales and expenses.

HSN Report - Manage Harmonized System of Nomenclature (HSN) codes for products, simplifying tax calculations and compliance.

Purchase Order Report - Monitor your purchase orders, ensuring efficient procurement processes and timely deliveries.

Expense Report - Track your business expenses, helping you manage your budget effectively and identify cost-saving opportunities.

Delivery Challan Report - Record of delivery challans, ensuring accurate tracking of goods delivered to clients.

These reports offer valuable insights, helping you make informed decisions, streamline your business processes, and maintain financial accuracy.

Benefits of using Refrens free invoicing software

  • Create, Manage, and Track Invoices (Taxable & Non-Taxable Invoice).

  • Send Quotations instantly and convert them into invoices.

  • Add Team Members and Users.

  • Add multiple businesses to one account.

  • Multiple Countries and Currencies supported.

  • Duplicate Invoices to save time while billing.

  • Enabled Recurring Invoices.

  • Send Invoice Reminder to get paid faster.

  • Add Logo, Digital Signature, and attachments.

  • Customize Documents with multiple templates like invoice templates, quotation templates and offline templates like quotation templates in PDF.

  • Real-Time Email Alerts.

  • Unlimited Bank and Card Transactions.

  • Invoice view - Paid, Unpaid, Overdue, Part paid.

  • Send Invoices through Email, Download as PDF, Print, or WhatsApp.

  • Powerful Reports - Invoice Report, Client Report, Expense Report, Vendor Report.

  • Graphical Representation for easy understanding.

  • Bulk Uploads - Invoice and Client.

  • Easy to receive International Payments.

  • Free Customer Support.

What is the cost of Refrens online invoice software?

Refrens Online Invoice Software offers a wide range of features, including quotations, proforma invoices, purchase orders, and expense reports, completely free of charge. These tools are available without any cost to users. Additionally, Refrens provides businesses with the option to collect payments from clients through their platform, incurring a credit card processing fee for international cards.

While there are some paid features within Refrens, these do not impact the basic invoicing process. Users can continue to create and manage their invoices and other documents seamlessly, even without opting for the paid features. The core invoicing functions remain accessible to all users at no cost.