transaction
Manage invoices and money transactions in Wave accounting, including creation, updates, payments, and searching.
Instructions
Invoice and money transaction management in Wave.
Entity types: invoice, money_transaction
Invoice operations: Read: list, get, search Write: create, update, delete, clone, send, approve, mark_sent, create_payment
Money transaction operations: Write: create, bulk_create (BETA — create only, no list/get/update/delete)
Args: operation: One of the operations listed above. entity_type: One of: invoice, money_transaction. entity_id: Transaction ID (base64 string, required for get/update/delete/clone/send/approve/mark_sent). data: Dict of fields for create/update. Invoice create: customerId, items (list of {productId, description, quantity, unitPrice, accountId}), invoiceDate, dueDate, memo, currency Invoice create_payment: invoiceId, paymentAccountId, amount, paymentDate, paymentMethod (BANK_TRANSFER|CASH|CHEQUE|CREDIT_CARD|OTHER|PAY_PAL), memo Money transaction create: anchor (dict with accountId, amount, direction: DEPOSIT|WITHDRAWAL), lineItems (list of {accountId, amount, balance}), externalId, description Money transaction bulk_create: transactions (list of individual create inputs) query: Search text for search operation (matches invoiceNumber, customer name, memo). page: Page number (default 1). page_size: Results per page (default 50).
Returns: JSON string with transaction data or {"error": "..."}.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | No | ||
| page | No | ||
| query | No | ||
| entity_id | No | ||
| operation | Yes | ||
| page_size | No | ||
| entity_type | No | invoice |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |