Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
2028
Total
$3,674.50
Invoice data
- Detected vendor
- DLM Plumbing
- Matched vendor
- DLM Plumbing
- Matched alias
- No alias
- Category
- Subcontractors
- Category method
- Not selected
- Invoice date
- 02/18/2026
- Due date
- 03/20/2026
- Vendor terms
- Net 15
- Jkath terms
- Net 30
- QB Bill ID
- 227
File result
- Final file
- DLMPlumbing_INV-2028.pdf
- Outcome
- processed
- Details
- QuickBooks Bill created successfully. Source file attached to the Bill.
Processing Context
- Invoice ID
- 05-11-2026-012-INV-002
- Run ID
- 05-11-2026-012
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- Dlm 2_MISSING-CATEGORY.pdf
Stored payloads
Claude parse payload
{
"tax": 0,
"notes": "This is a 50% draw invoice against original bid 1510 totaling $7,349.00. The billed amount on this invoice is $3,674.50. Late fee policy: 8% applied after 30 days from billing date on unpaid balances. Ship-to address: 650 Hidden Creek Trl, Mendota Heights, MN 55118. Bill-to address: Jkath, 1408 Northland Drive, Suite 304, Mendota Heights, MN 55120.",
"terms": "Net 15",
"total": 3674.5,
"due_date": "2026-03-05",
"shipping": 0,
"subtotal": 3674.5,
"confidence": {
"total": 1,
"vendor_name": 1,
"invoice_date": 1,
"project_name": 1,
"invoice_number": 1
},
"line_items": [
{
"qty": null,
"amount": 3674.5,
"unit_price": null,
"description": "Bid 1510 - 50% of original bid amount of $7349.00 for materials and services provided. Plumbing rough-in work is complete. Plumbing rough-in inspection has been completed."
}
],
"vendor_name": "DLM Plumbing",
"invoice_date": "2026-02-18",
"project_name": "Hidden Creek Trail",
"invoice_number": "2028"
}Vendor match payload
{
"resolver": {
"reason": "The extracted vendor name 'DLM Plumbing' is an exact match to the approved vendor 'DLM Plumbing' in the list.",
"matched": "true",
"alias_id": "alias_f2338a8bdde04419aac738db104e1ee3",
"vendor_id": "vend_32904b9a2da2434fb34f07c541e1995a",
"confidence": 1,
"suggested_alias": "DLM Plumbing",
"canonical_vendor_name": "DLM Plumbing",
"default_expense_account": "Subcontractors"
},
"alias_lookup": {
"found": false,
"vendor_name": "DLM Plumbing",
"normalized_alias_key": "dlm plumbing"
}
}QB payload
{
"bill_created": {
"path": "resolver_success",
"total": "3674.5",
"doc_number": "2028",
"vendor_ref": "19",
"account_ref": "1150040002",
"quickbooks_bill_id": "227"
},
"attachment_uploaded": {
"path": "resolver_success",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "227"
}
}Raw payload
{
"run_id": "run_eaa8e0819f204abda36a9f592f8078eb",
"source": "make.com",
"run_key": "05-11-2026-012",
"make_trace_id": "make-20260511_104303_496",
"source_file_name": "Dlm 2_MISSING-CATEGORY.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dlm 2_MISSING-CATEGORY.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABpXw",
"source_dropbox_rev": "016518c8eecb14400000003549f4393",
"source_content_hash": "4c4ab31651d822534ef916053061ea71f29292a5c0f8d6561516e9e0b2ecc968",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dlm 2_MISSING-CATEGORY.pdf",
"processing_dropbox_rev": "016518c9b8703cf00000003549f4393"
}Invoice Timeline
Time
05/11/2026
Event
FILE CLAIMED
Message
Source file claimed by Make scenario.
Payload
{
"message": "Claimed invoice file and moved into processing.",
"source_file_name": "Dlm 2_MISSING-CATEGORY.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dlm 2_MISSING-CATEGORY.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dlm 2_MISSING-CATEGORY.pdf"
}Time
05/11/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"message": "Claude extraction parsed and stored.",
"process_key": "05-11-2026-012-INV-002",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3004",
"make_trace_id": "make-20260511_104303_496",
"output_tokens": "417",
"bill_import_id": "bill_309f5cd0faf64119aa33bbd355688661",
"source_file_name": "Dlm 2_MISSING-CATEGORY.pdf",
"claude_message_id": "msg_01YanVmwx4nno17AMPsPUuDo"
}Time
05/11/2026
Event
ALIAS LOOKUP COMPLETED
Message
Vendor alias lookup did not match a portal vendor.
Payload
{
"found": false,
"message": "Looked up parsed vendor name against portal aliases.",
"alias_id": null,
"vendor_id": null,
"process_key": "05-11-2026-012-INV-002",
"vendor_name": "DLM Plumbing",
"make_trace_id": "make-20260511_104303_496",
"bill_import_id": "bill_309f5cd0faf64119aa33bbd355688661",
"canonical_name": null,
"category_count": 0,
"invoice_number": "2028",
"category_options": [],
"source_file_name": "Dlm 2_MISSING-CATEGORY.pdf",
"expense_category_id": null,
"normalized_alias_key": "dlm plumbing",
"quickbooks_vendor_id": null,
"default_expense_account": null,
"missing_category_options": false
}Time
05/11/2026
Event
RESOLVER COMPLETED
Message
Vendor resolver matched a portal vendor.
Payload
{
"reason": "The extracted vendor name 'DLM Plumbing' is an exact match to the approved vendor 'DLM Plumbing' in the list.",
"message": "Vendor resolver matched a portal vendor and alias was recorded.",
"alias_id": "alias_f2338a8bdde04419aac738db104e1ee3",
"vendor_id": "vend_32904b9a2da2434fb34f07c541e1995a",
"confidence": 1,
"process_key": "05-11-2026-012-INV-002",
"make_trace_id": "make-20260511_104303_496",
"bill_import_id": "bill_309f5cd0faf64119aa33bbd355688661",
"suggested_alias": "DLM Plumbing",
"resolver_payload": {
"reason": "The extracted vendor name 'DLM Plumbing' is an exact match to the approved vendor 'DLM Plumbing' in the list.",
"matched": "true",
"confidence": "1",
"suggested_alias": "DLM Plumbing",
"canonical_vendor_name": "DLM Plumbing",
"default_expense_account": "Subcontractors"
},
"source_file_name": "Dlm 2_MISSING-CATEGORY.pdf",
"canonical_vendor_name": "DLM Plumbing",
"extracted_vendor_name": "DLM Plumbing"
}Time
05/11/2026
Event
QB BILL CREATED
Message
QuickBooks Bill created.
Payload
{
"path": "resolver_success",
"message": "QuickBooks Bill created from invoice import.",
"process_key": "05-11-2026-012-INV-002",
"make_trace_id": "make-20260511_104303_496",
"bill_import_id": "bill_309f5cd0faf64119aa33bbd355688661",
"source_file_name": "Dlm 2_MISSING-CATEGORY.pdf",
"quickbooks_bill_id": "227",
"quickbooks_payload": {
"path": "resolver_success",
"total": "3674.5",
"doc_number": "2028",
"vendor_ref": "19",
"account_ref": "1150040002",
"quickbooks_bill_id": "227"
}
}Time
05/11/2026
Event
ATTACHMENT UPLOADED
Message
Source file attached to the QuickBooks Bill.
Payload
{
"path": "resolver_success",
"message": "Source file uploaded to QuickBooks Bill.",
"process_key": "05-11-2026-012-INV-002",
"make_trace_id": "make-20260511_104303_496",
"bill_import_id": "bill_309f5cd0faf64119aa33bbd355688661",
"source_file_name": "Dlm 2_MISSING-CATEGORY.pdf",
"attachment_payload": {
"path": "resolver_success",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "227"
},
"quickbooks_bill_id": "227"
}Time
05/11/2026
Event
FILE MOVED
Message
Final invoice file moved.
Payload
{
"path": "resolver_success",
"status": "CREATED_IN_QBO",
"message": "Processed invoice file moved after QuickBooks Bill creation.",
"outcome": "processed",
"process_key": "05-11-2026-012-INV-002",
"make_trace_id": "make-20260511_104303_496",
"bill_import_id": "bill_309f5cd0faf64119aa33bbd355688661",
"final_file_name": "DLMPlumbing_INV-2028.pdf",
"source_file_name": "Dlm 2_MISSING-CATEGORY.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/yxyuouom42ixg5fzxw6m9/DLMPlumbing_INV-2028.pdf?rlkey=rs1sth2uwnk112sdse18ul9g7&dl=0",
"quickbooks_bill_id": "227"
}