الاستخراج والفواتير

A button in each conversation reads the chat and fills in what the customer said, so staff don't retype names, numbers, addresses and items. What it fills depends on the workspace:

• Stores and restaurants (standard store or restaurant workspaces) get Extract order. It prepares an order draft that you check and place in the Order desk. Extraction itself creates no order and no invoice.
• Other workspaces get Extract details. It fills an invoice draft for customer billing.

The button needs active AI Assist and uses AI credits. An extraction is charged once, and only when the assistant returns a result; an attempt that times out is not charged. Human-only workspaces don't show the button, and an admin can turn it off in settings.

Extract an order (stores and restaurants)#

Any member who can reply to conversations and create work can use Extract order, including agents.

1. Open the conversation and select Extract order.
2. Choose what to extract at the top of the dialog:
   • Items matches what the customer asked for to your live menu: dishes or products, sizes, options and notes such as "بدون بصل".
   • Amount only skips the menu and takes the customer, delivery details and the total you agreed, for example when a staff member wrote "المجموع 30 ألف مع التوصيل". It is faster.

   Your choice is remembered on your device; the workspace default is set in settings.

3. Check the draft. Under each value, the source link ("Customer message 14:02", "Staff message", "Customer profile") opens the exact words it came from.
4. Select Review in Order desk. The Order desk opens with the draft filled in and prices it from your menu; the order is placed only when you place it there.

If the chat already has an order in the current visit, the dialog shows it with Open order instead of reading the chat again. That is any order from this chat that wasn't cancelled or rejected, or an AI quote waiting for the customer's "yes". Choose Extract a new order anyway when the customer is ordering again. A visit is the run of messages since the last gap of six hours.

What it reads#

The assistant reads the messages of the current visit in order, with who sent each one and when. Voice-note transcripts count as the customer's words, and a reply's quoted message is used as context. When the customer has items in their store cart and the chat names none, the cart is used.

Later corrections win: "لا خليها 2 بدل 3" changes the quantity, and "لا العنوان الصحيح…" replaces the address. Arabic-Indic digits, "25 ألف", "25,000" and "25k" are all understood.

Customer and phone#

• The name is the one the customer typed, or the name already on their profile. Staff and assistant messages are never used for the customer's name, phone or address, and a product name is never taken as a name.
• Phone numbers are found in the chat and normalized, whether written ٠٧٧٠ ١٢٣ ٤٥٦٧, 0770-123-4567, +964 770… or 00964 770…. Your business's own numbers (your WhatsApp number, the Store contact numbers, and numbers only staff sent) are ignored.
• A number the customer gives as the contact or delivery number wins: "رقمي", "اتصل على", "رقم الاستلام", or "رقم أخوي يستلم" (the person receiving the order). Otherwise the most recent number the customer typed is used. If they typed none, the number on their customer profile is used, then the chat's own number (for WhatsApp, the sender's number), the same order the Order desk uses.
• Other numbers in this chat shows the rest as one-tap choices.
• If your phone privacy setting masks the profile number for you, it stays masked here; the order still uses it.

Delivery#

• Delivery or pickup, as the customer said. An address, landmark or pin without a stated method means delivery.
• The customer's area is matched to your configured delivery areas, including their alternative spellings, so "كراده داخل" becomes the area you named "الكرادة". With delivery fees per branch, the branch the customer named (or the cheapest branch that covers the area) is used.
• The most recent pin or address the customer shared wins; earlier ones appear under Other locations in this chat. Only maps links and shared pins from the customer count; links sent by staff never do.

Items and amounts#

• Items: each line shows the quantity, the menu item, its size and options, and the customer's words. Anything that is not on your menu, or a quantity above 50, is listed under Not matched to your menu so you can add it by hand.
• Amount only: the agreed amount is filled in only when a staff member wrote it or it comes from the assistant's priced quote. A priced quote fills in the goods amount without its delivery fee, so the Order desk adds delivery once; a staff total that says it includes delivery ("مع التوصيل") is marked that way. The Order desk opens in the mode you extracted with. An amount the customer wrote is shown as "The customer said…" and left for you to confirm. Amounts under 250 IQD (the smallest note) are flagged, since "25" usually means 25,000.

If messages arrive while the chat is being read, the draft is kept and a notice offers Extract again to include them.

Extract invoice details (other workspaces)#

Extract details needs permission to manage billing, reply to conversations, reveal customer details and create work.

1. Select Extract details in the conversation.
2. Check the customer's name, phone, address and Maps link. Each has a source link, and other numbers or addresses from the chat are one tap away.
3. Enter the amount. Either type one total, or select Add items instead of one amount to list items with a quantity and unit price, plus an optional delivery fee; the total is then the sum. Amount fields accept "25000", "٢٥ ألف" and "25,000".
4. Select Create invoice draft. The dialog stays open with Print receipt, Open invoice and Open in Billing.

A total or price is filled in only when a staff member stated it. A total the customer wrote appears as "The customer said…" with Use this amount, and anything under 250 IQD is flagged with the likely full amount.

If this visit already has a draft invoice from an extraction, the dialog offers Open invoice and Create another anyway instead of making a duplicate. Reusing the same extraction always returns the same invoice. Drafts appear in customer billing with an approval request and one installment; the work item is named after the customer, in Arabic in an Arabic dashboard ("فاتورة أحمد").

Settings and receipt design#

Open Settings → Inbox settings → Extraction & invoices, or Store → Extraction & invoices. Saving requires settings management permission.

• Extract order button / Extract details button turns the button on or off.
• The button starts with (stores and restaurants) picks Items or Amount only as the default.
• Receipt appearance: document title, business name, business phone, static QR URL and caption, and a footer note. The preview shows a sample receipt as you type.

Amounts are in Iraqi dinars (IQD). Older settings for the button label, the fields to extract and automatic drafts no longer apply: every field is read, and drafts always wait for review.

The static QR opens the HTTP or HTTPS link you choose, such as your Instagram page. It is not proof of payment.

Customer receipts#

Invoices and Store orders print the same 80 mm thermal receipt:

• your business name, business phone and document title;
• the reference with date and time (an invoice also shows its linked order);
• the customer's name and phone, and for orders, delivery to the area or pickup;
• items with sizes and options, then subtotal, delivery fee, discount and the total;
• for orders, the payment line: "Cash on delivery, not paid yet" or "Paid";
• the QR with its caption, and your footer.

The receipt never prints the customer's street address or map link; those stay with the driver.

To print a Store order's receipt, open the print menu on its card in Store → Orders and choose Customer receipt (Print ticket prints the kitchen ticket, and Print invoice appears for orders with an invoice). For invoices, choose Print receipt in the invoice viewer. Printing waits for the QR and fonts, keeps a 4 mm safe area on each side, and starts the receipt at the top of the printer's selected paper.

The print layout removes the browser's date, page title, website address and page number. In the browser print dialog, select your thermal printer, 80 mm roll paper, Portrait, 100% / Actual size, and None for margins. Turn off Headers and footers if your browser still adds them. If the printer feeds blank paper after the receipt, check its own preferences for a continuous roll or cutting after the last printed line. A fixed long sheet can still feed its full length; Sela cannot change the printer driver's feed and cut settings.

To save a compact file, choose Save receipt PDF from the Store order's print menu or Save PDF in the invoice viewer, then select Save as PDF in the browser dialog. The PDF is 80 mm wide and follows the receipt's height, with an 81 mm minimum to keep short receipts upright. Longer receipts grow with the content so items are not cut off or shrunk to fit. Use Customer receipt or Print receipt for a physical printer so a compact PDF page is not centered on a longer printer sheet.

Edit a draft invoice#

Open the invoice from the extraction, its Store order, or View invoice in Billing, then select Customize. On a draft you can change the customer's details, the receipt appearance, and the amounts (items, delivery fee or the single total). The installment follows the new total.

On narrow phone screens, the viewer keeps printing, Maps and amount-entry controls within the dialog. Their labels can wrap over several lines. Review the receipt total before approving an invoice.

Invoices from a quote, or with a discount or tax, keep their amounts here; change those in Billing. Amounts also can't change once a payment is confirmed or a driver carries the amount, and a linked Store order locks the customer details and amount after it is accepted. Approved and void invoices can't be edited.

Linked Store orders#

Invoices created by earlier versions of extraction in a store workspace have a linked Store order, and older ones without an order still offer Add order to Store. For these orders:

• Accept & approve invoice moves the order out of New and approves its invoice in one step. Approval locks the invoice; it doesn't mark it paid.
• Rejecting or cancelling the order voids its draft invoice and closes its approval request, installment and work item. An approved invoice is left for finance to settle.
• Confirming the full invoice payment in Billing marks the order paid; partial payments leave it unpaid.

Customer-shared delivery locations#

When a customer shares a pin or a Google Maps, Apple Maps or Waze link, extraction fills the Maps link separately from the written address. WhatsApp pins, Telegram pins and venues, and Messenger location attachments are kept in the conversation as Maps links. Instagram pinned and current-location cards work when Meta supplies a clear destination. Live locations are snapshots: nothing follows the customer afterwards.

Screenshots of maps, unavailable location events and unrelated links are not turned into pins, and extraction never guesses coordinates from an address. The driver sheet fills the customer's location automatically; see Drivers and cash-on-delivery.