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Sejel user guide — smart accounting on WhatsApp: every command explained step by step

Sejel is your AI accountant on WhatsApp: you write the operation in a plain sentence — “Invoice Ahmed $500” — and it records the correct accounting entries, issues invoices, tracks debts, and gives you reports. This guide covers 198 commands: what each one does, the sentence you send on WhatsApp, and where to find it in the dashboard.

How to start in a minute

  1. Register your company free at sejel.app — with just a WhatsApp number, no card.
  2. Send your first operation on WhatsApp: “Invoice customer Ahmed $500 services”.
  3. Open the dashboard to see invoices, reports and balances — in multiple currencies (USD, IQD and more).

Sales invoices

From the dashboard: Sales → Invoices

Create a paid-on-the-spot cash sales invoice

From the dashboard: Sales → Invoices

Create a sales invoice for a customer (Dr Customer / Cr Sales + Tax if any).

From the dashboard: Sales → Invoices

Set up a recurring invoice template

From the dashboard: Sales → Invoices

Invoice a project (bill the customer)

From the dashboard: Sales → Invoices

List invoices (optionally by customer/status)

From the dashboard: Sales → Invoices

Flip draft invoices to 'sent' status.

From the dashboard: Sales → Invoices

Register an existing/external invoice

From the dashboard: Sales → Invoices

Unpaid customer invoices

From the dashboard: Sales → Invoices

Add, change, or remove discount on an existing unpaid invoice

From the dashboard: Sales → Invoices

Void an invoice — reverses the JE and cascades to any linked payments.

From the dashboard: Sales → Invoices

Retry submitting an invoice to ZATCA

From the dashboard: Sales → Invoices

Customer receipts

From the dashboard: Sales → Customer receipts

Record a customer payment against a specific invoice or on-balance (split across open invoices oldest-first).

From the dashboard: Sales → Customer receipts

List recorded payments

From the dashboard: Sales → Customer receipts

Send a customer a payment receipt

From the dashboard: Sales → Customer receipts

Quotes

From the dashboard: Sales → Quotes

Mark a quote as accepted

From the dashboard: Sales → Quotes

Convert an accepted quote into an invoice

From the dashboard: Sales → Quotes

Create a price quote for a customer

From the dashboard: Sales → Quotes

List quotes

From the dashboard: Sales → Quotes

Mark a quote as rejected

From the dashboard: Sales → Quotes

Void a quote

From the dashboard: Sales → Quotes

Recurring invoices

From the dashboard: Sales → Recurring

Delete a recurring template

From the dashboard: Sales → Recurring

List recurring templates

From the dashboard: Sales → Recurring

Run a recurring template immediately

From the dashboard: Sales → Recurring

Update a recurring template

From the dashboard: Sales → Recurring

Delivery notes

From the dashboard: Sales → Delivery notes

Create a delivery note for goods sent

From the dashboard: Sales → Delivery notes

List delivery notes

From the dashboard: Sales → Delivery notes

Credit notes

From the dashboard: Sales → Credit notes

Issue a credit note against a customer invoice

From the dashboard: Sales → Credit notes

List credit notes

From the dashboard: Sales → Credit notes

Supplier bills & payments

From the dashboard: Purchasing → Bills / Vendor payments

List supplier bills (optionally by supplier/status)

From the dashboard: Purchasing → Bills / Vendor payments

Record a payment to a supplier. If no specific bill is named, split across all open bills oldest-first.

From the dashboard: Purchasing → Bills / Vendor payments

Issue a progress (cost-plus) bill on a project

From the dashboard: Purchasing → Bills / Vendor payments

Record a supplier bill (Dr Expense / Cr Supplier).

From the dashboard: Purchasing → Bills / Vendor payments

Unpaid supplier bills

From the dashboard: Purchasing → Bills / Vendor payments

Void a bill — reverses the JE and cascades to linked payments.

From the dashboard: Purchasing → Bills / Vendor payments

Void a vendor payment voucher (reverses the JE and restores the bill balance).

From the dashboard: Purchasing → Bills / Vendor payments

Purchase orders

From the dashboard: Purchasing → Purchase orders

Mark a purchase order as accepted

From the dashboard: Purchasing → Purchase orders

Create a purchase order to a supplier

From the dashboard: Purchasing → Purchase orders

List purchase orders

From the dashboard: Purchasing → Purchase orders

List purchase orders (alias)

From the dashboard: Purchasing → Purchase orders

Receive goods against a purchase order/bill

From the dashboard: Purchasing → Purchase orders

Void a purchase order

From the dashboard: Purchasing → Purchase orders

Debit notes

From the dashboard: Purchasing → Debit notes

Issue a debit note against a supplier bill

From the dashboard: Purchasing → Debit notes

List debit notes

From the dashboard: Purchasing → Debit notes

Expenses

From the dashboard: Cash expenses

Set up a recurring expense template

From the dashboard: Cash expenses

Record a cash expense (Dr Expense / Cr Cash).

From the dashboard: Cash expenses

Expenses grouped by category

From the dashboard: Cash expenses

Petty cash boxes

From the dashboard: Cash & Treasury → My cash box

Approve a pending petty-cash spend

From the dashboard: Cash & Treasury → My cash box

Cash-box statement (alias)

From the dashboard: Cash & Treasury → My cash box

Transfer between cash boxes (alias)

From the dashboard: Cash & Treasury → My cash box

List team petty-cash boxes

From the dashboard: Cash & Treasury → My cash box

List reimbursements

From the dashboard: Cash & Treasury → My cash box

Show my petty-cash box balance

From the dashboard: Cash & Treasury → My cash box

Petty-cash box statement

From the dashboard: Cash & Treasury → My cash box

Top up a team member's petty-cash box from main cash.

From the dashboard: Cash & Treasury → My cash box

Reject a pending petty-cash spend

From the dashboard: Cash & Treasury → My cash box

Settle a reimbursement owed to a team member

From the dashboard: Cash & Treasury → My cash box

Record a spend from a team member's petty-cash box (pending owner approval if no receipt).

From the dashboard: Cash & Treasury → My cash box

Transfer between two cash boxes (e.g. team-member to team-member).

From the dashboard: Cash & Treasury → My cash box

Void a petty-cash movement

From the dashboard: Cash & Treasury → My cash box

Treasury & banking

From the dashboard: Banking & Cash

Record a bank fee/charge

From the dashboard: Banking & Cash

Record bank interest income

From the dashboard: Banking & Cash

Transfer money between cash/bank accounts

From the dashboard: Banking & Cash

Create a cash/bank account

From the dashboard: Banking & Cash

Refund money to a customer

From the dashboard: Banking & Cash

Delete a cash/bank account

From the dashboard: Banking & Cash

Delete / void a transaction (reverses its JE)

From the dashboard: Banking & Cash

Exchange money between two currencies (multi-currency mode)

From the dashboard: Banking & Cash

List cash/bank accounts

From the dashboard: Banking & Cash

Record an owner withdrawal/drawing

From the dashboard: Banking & Cash

Record owner capital injected into the business

From the dashboard: Banking & Cash

Record a fixed-asset purchase

From the dashboard: Banking & Cash

Record a loan received

From the dashboard: Banking & Cash

Register a payment (generic, customer or supplier)

From the dashboard: Banking & Cash

Record a loan repayment

From the dashboard: Banking & Cash

Set a business fallback exchange rate (the super-admin panel rate still wins when set).

From the dashboard: Banking & Cash

Set an opening balance for an account/contact

From the dashboard: Banking & Cash

Transfer stock between warehouses

From the dashboard: Banking & Cash

Update a cash/bank account

From the dashboard: Banking & Cash

Write off an uncollectible receivable

From the dashboard: Banking & Cash

Inventory

From the dashboard: Inventory

Adjust stock quantity (correction)

From the dashboard: Inventory

Record a physical stock count

From the dashboard: Inventory

Create a product or service

From the dashboard: Inventory

Create a warehouse

From the dashboard: Inventory

Delete a product

From the dashboard: Inventory

Delete a stock adjustment

From the dashboard: Inventory

Delete a warehouse

From the dashboard: Inventory

Find a product by barcode

From the dashboard: Inventory

Find a product by SKU

From the dashboard: Inventory

Issue stock out of a warehouse

From the dashboard: Inventory

List products below their reorder level

From the dashboard: Inventory

List products

From the dashboard: Inventory

List warehouses

From the dashboard: Inventory

Post a stock adjustment

From the dashboard: Inventory

Receive stock into a warehouse

From the dashboard: Inventory

Read a barcode from a photo

From the dashboard: Inventory

Create a stock adjustment document

From the dashboard: Inventory

Update a product

From the dashboard: Inventory

Update a warehouse

From the dashboard: Inventory

Projects & jobs

From the dashboard: Projects

Approve a change order

From the dashboard: Projects

Cancel a job

From the dashboard: Projects

Mark a job as complete

From the dashboard: Projects

Create a lightweight job/operation

From the dashboard: Projects

Create a cost-plus project

From the dashboard: Projects

List projects/jobs

From the dashboard: Projects

Log time & materials labour hours on a project

From the dashboard: Projects

Get a project's status summary

From the dashboard: Projects

Record a project change order

From the dashboard: Projects

Reject a change order

From the dashboard: Projects

Update a project's details

From the dashboard: Projects

Payroll & employees

From the dashboard: Salaries & Employees

Approve an employee claim

From the dashboard: Salaries & Employees

Create an employee expense claim

From the dashboard: Salaries & Employees

Add an employee

From the dashboard: Salaries & Employees

Create a payroll run for a period

From the dashboard: Salaries & Employees

List employees

From the dashboard: Salaries & Employees

Pay an approved employee claim

From the dashboard: Salaries & Employees

Pay an employee's salary

From the dashboard: Salaries & Employees

Post a payroll run (accrue salaries payable)

From the dashboard: Salaries & Employees

Receive a customer advance on a project

From the dashboard: Salaries & Employees

Terminate / deactivate an employee

From the dashboard: Salaries & Employees

Update an employee's details

From the dashboard: Salaries & Employees

Contacts & team

From the dashboard: Contacts / Team

Create a customer or supplier contact

From the dashboard: Contacts / Team

Invite a team member (with a role)

From the dashboard: Contacts / Team

Invite a client to the customer portal

From the dashboard: Contacts / Team

List contacts

From the dashboard: Contacts / Team

Remove a team member

From the dashboard: Contacts / Team

Revoke a document's public share token

From the dashboard: Contacts / Team

Rotate a document's public share token

From the dashboard: Contacts / Team

Record a refund received from a supplier

From the dashboard: Contacts / Team

Invite a team member by phone with a role (invite arrives on WhatsApp)

From the dashboard: Contacts / Team

List the team members and their roles

From the dashboard: Contacts / Team

Remove a member from the team (owner only)

From the dashboard: Contacts / Team

Change a member's role (owner only)

From the dashboard: Contacts / Team

Update a contact's details

From the dashboard: Contacts / Team

Update a team member's role/details

From the dashboard: Contacts / Team

Sales CRM

From the dashboard: Sales CRM

Assign a deal to a team member by name (becomes private to them)

From the dashboard: Sales CRM

Create a sales deal / opportunity

From the dashboard: Sales CRM

Add a sales lead (also opens a deal)

From the dashboard: Sales CRM

Set a monthly/quarterly/yearly sales target for a member or the team

From the dashboard: Sales CRM

Top sales reps this month

From the dashboard: Sales CRM

Mark a deal as lost (with a reason)

From the dashboard: Sales CRM

Move a deal to another pipeline stage

From the dashboard: Sales CRM

Show the open sales pipeline

From the dashboard: Sales CRM

Mark a deal as won

From the dashboard: Sales CRM

Appointments

From the dashboard: Sales CRM → Appointments

Book a customer appointment (also from the website widget)

From the dashboard: Sales CRM → Appointments

Show my upcoming appointments

From the dashboard: Sales CRM → Appointments

Reports

From the dashboard: Reports / Reports Hub

Create a tax/VAT rate

From the dashboard: Reports / Reports Hub

Delete a tax rate

From the dashboard: Reports / Reports Hub

Get a contact's or account balance

From the dashboard: Reports / Reports Hub

Report on a job's costs/status

From the dashboard: Reports / Reports Hub

List tax rates

From the dashboard: Reports / Reports Hub

Pay a tax liability to the authority

From the dashboard: Reports / Reports Hub

Check stock on hand for a product

From the dashboard: Reports / Reports Hub

Receivables / payables aging

From the dashboard: Reports / Reports Hub

Balance sheet (assets, liabilities, equity)

From the dashboard: Reports / Reports Hub

Balance sheet (alias)

From the dashboard: Reports / Reports Hub

Cash flow report for a period

From the dashboard: Reports / Reports Hub

Daily activity summary

From the dashboard: Reports / Reports Hub

Inventory valuation report

From the dashboard: Reports / Reports Hub

Profit & Loss report for a period

From the dashboard: Reports / Reports Hub

Project profit & loss report

From the dashboard: Reports / Reports Hub

Sales grouped by customer

From the dashboard: Reports / Reports Hub

Sales grouped by product

From the dashboard: Reports / Reports Hub

Financial summary for a period

From the dashboard: Reports / Reports Hub

Supplier statement of account

From the dashboard: Reports / Reports Hub

Tax / VAT summary for a period

From the dashboard: Reports / Reports Hub

Top customers by sales

From the dashboard: Reports / Reports Hub

Top debtors (who owes the most)

From the dashboard: Reports / Reports Hub

Top suppliers by spend

From the dashboard: Reports / Reports Hub

Trial balance (all accounts dr/cr)

From the dashboard: Reports / Reports Hub

Send a financial report (sales/P&L/summary) as a PDF

From the dashboard: Reports / Reports Hub

Send a statement of account as a PDF

From the dashboard: Reports / Reports Hub

Customer/supplier statement of account

From the dashboard: Reports / Reports Hub

Update a tax rate

From the dashboard: Reports / Reports Hub

Per-warehouse stock report

From the dashboard: Reports / Reports Hub

Settings & subscription

From the dashboard: Profile / Plans & Billing

Change the business's language

From the dashboard: Profile / Plans & Billing

Enable a new currency for your business (add it to the allowed currencies). Books stay in the base currency.

From the dashboard: Profile / Plans & Billing

Switch the account language (owner only)

From the dashboard: Profile / Plans & Billing

Show the account settings summary

From the dashboard: Profile / Plans & Billing

Update business profile: name, address, tax number, business phone, email.

From the dashboard: Profile / Plans & Billing

View business settings and your fallback exchange rates.

From the dashboard: Profile / Plans & Billing

Promote ZATCA onboarding to production

From the dashboard: Profile / Plans & Billing

Check ZATCA e-invoicing status

From the dashboard: Profile / Plans & Billing

AI assistant

From the dashboard: AI chat (WhatsApp or the dashboard chat)

Query the immutable audit log

From the dashboard: AI chat (WhatsApp or the dashboard chat)

Show example commands the user can try

From the dashboard: AI chat (WhatsApp or the dashboard chat)

AI financial advice / analysis

From the dashboard: AI chat (WhatsApp or the dashboard chat)

Show help / what the assistant can do

From the dashboard: AI chat (WhatsApp or the dashboard chat)

List items awaiting approval

From the dashboard: AI chat (WhatsApp or the dashboard chat)

Log a call / meeting / note on a contact or deal

From the dashboard: AI chat (WhatsApp or the dashboard chat)

Mark a purchase order's goods as received

From the dashboard: AI chat (WhatsApp or the dashboard chat)

Show my upcoming sales tasks

From the dashboard: AI chat (WhatsApp or the dashboard chat)

Generate a referral/recommendation message

From the dashboard: AI chat (WhatsApp or the dashboard chat)

Rename the business (owner only)

From the dashboard: AI chat (WhatsApp or the dashboard chat)