create_daybook_transaction
Create a manual journal entry in Billy with balanced debit and credit lines, validated before submission. Supports safe retry via idempotency key and defaults to draft state.
Instructions
Create a manual journal entry (daybook transaction) in Billy with balanced debit/credit lines. Validates balance client-side before asking for approval. Supports safe-retry deduplication via idempotencyKey. Created as draft by default; state=approved books it immediately.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| lines | Yes | Journal lines — debits must equal credits per currency or Billy rejects with 422 | |
| state | No | State (default 'draft') | |
| verbose | No | Return the full Billy response. Default false: compact records with key fields only (saves ~90% context) | |
| daybookId | No | Daybook ID (see list_daybooks; defaults to the org default) | |
| entryDate | Yes | Entry date (YYYY-MM-DD, immutable) | |
| voucherNo | No | Voucher number, e.g. a bill reference | |
| description | No | Header description (max ~100 chars — Billy rejects longer) | |
| idempotencyKey | No | Safe-retry dedupe key (stored in apiType): if a transaction with this key already exists it is returned instead of creating a duplicate. Use for retries after timeouts. | |
| organizationId | No | Organization ID (auto-resolved when omitted) | |
| extendedDescription | No | Extended/verbose description (use for longer text) |