Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
10947
Total
$3,065.00
Invoice data
- Detected vendor
- The Brands at Rabbit Creek
- Matched vendor
- The Brands at Rabbit Creek
- Matched alias
- The Brands at Rabbit Creek
- Category
- Building Materials:Lighting
- Category method
- Single assignable category
- Invoice date
- 01/26/2026
- Due date
- 02/25/2026
- Vendor terms
- 50% down, 50% at delivery
- Jkath terms
- Net 30
- QB Bill ID
- 246
Category reason
Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.
File result
- Final file
- TheBrandsatRabbitCreek_INV-10947.pdf
- Outcome
- processed
- Details
- QuickBooks Bill created successfully. Source file attached to the Bill.
Processing Context
- Invoice ID
- 05-11-2026-015-INV-006
- Run ID
- 05-11-2026-015
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- TheBrandsatRabbitCreek_INV-10947.pdf
Stored payloads
Claude parse payload
{
"tax": 0,
"notes": "Invoice is overdue as of 02/06/2026. A deposit of $1,555.50 has been recorded, leaving a balance due of $1,509.50; however, the total billed on this invoice is $3,065.00 and has been used as the 'total' field per instructions. The credit card service charge line item ($46.00) is included in the subtotal and line items. Shipping ($24.00) is listed separately outside the subtotal and has been set accordingly. Line item 5 description shows '2700l' which may be a typo for '2700k'.",
"terms": "50% down, 50% at delivery",
"total": 3065,
"due_date": "2026-02-06",
"shipping": 24,
"subtotal": 3041,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0.99,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 2,
"amount": 642,
"unit_price": 321,
"description": "Bath light - CW1202BBS, Kenyon 24\" Picture Light (Notes: Requires smaller outlet box)"
},
{
"qty": 11,
"amount": 1881,
"unit_price": 171,
"description": "Flush mount - 7579452-848, Morrison Morrison modern 2-light indoor dimmable ceiling flush mount in satin brass gold finish with smooth white glass shade"
},
{
"qty": 22,
"amount": 264,
"unit_price": 12,
"description": "Bulbs - 60 Watt White LED Equiv. A E26 - 2700k, Dimmable"
},
{
"qty": 1,
"amount": 196,
"unit_price": 196,
"description": "Ceiling fixtures - 16-1214, Cally Ceramic Pendant Small"
},
{
"qty": 1,
"amount": 12,
"unit_price": 12,
"description": "Bulbs - 60 Watt White LED Equiv. A E26 - 2700l, Dimmable"
},
{
"qty": 1,
"amount": 46,
"unit_price": 46,
"description": "Credit Card service charge"
}
],
"vendor_name": "The Brands at Rabbit Creek",
"invoice_date": "2026-01-26",
"project_name": "Hidden Creek Trail",
"invoice_number": "10947"
}Vendor match payload
{
"alias_lookup": {
"found": true,
"alias_id": "alias_9c46512b0ff84fbc968c9638e67896ff",
"vendor_id": "vend_3b6497ef80064fe786570a68637d21fd",
"alias_name": "The Brands at Rabbit Creek",
"canonical_name": "The Brands at Rabbit Creek",
"category_count": 1,
"category_options": [
{
"name": "Lighting",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Lighting (23).",
"expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"fully_qualified_name": "Building Materials:Lighting",
"quickbooks_account_id": "110",
"vendor_expense_category_id": "cmp1bawns002e13pf9bu7vqmk"
}
],
"expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"normalized_alias_key": "the brands at rabbit creek",
"quickbooks_vendor_id": "84",
"quickbooks_account_id": "110",
"default_expense_account": "Lighting",
"invoice_processing_notes": null,
"missing_category_options": false
},
"category_selection": {
"method": "single_assignable_category",
"reason": "Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.",
"confidence": 1,
"category_name": "Lighting",
"expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"quickbooks_account_id": "110",
"selected_expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"selected_expense_category_name": "Lighting"
}
}QB payload
{
"lookup": {
"quickbooks_vendor_id": "84",
"quickbooks_account_id": "110",
"existing_quickbooks_bill_id": null
},
"bill_created": {
"path": "single_category_direct",
"total": "3065",
"doc_number": "10947",
"vendor_ref": "84",
"account_ref": "110",
"quickbooks_bill_id": "246",
"resolved_expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c"
},
"attachment_uploaded": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "246"
}
}Raw payload
{
"run_id": "run_6f99bd4770fe4393801ef5c9949cf8ea",
"source": "make.com",
"run_key": "05-11-2026-015",
"make_trace_id": "make-20260511_114348_372",
"source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/TheBrandsatRabbitCreek_INV-10947.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABpYw",
"source_dropbox_rev": "016518d6d3d0ade00000003549f4393",
"source_content_hash": "fd25f6f674ae19fa69ac9b48476cb035002941bb6cc9e708d09c4aebafc0f4f8",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/TheBrandsatRabbitCreek_INV-10947.pdf",
"processing_dropbox_rev": "016518d7907647500000003549f4393"
}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": "TheBrandsatRabbitCreek_INV-10947.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/TheBrandsatRabbitCreek_INV-10947.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/TheBrandsatRabbitCreek_INV-10947.pdf"
}Time
05/11/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"message": "Claude extraction parsed and stored.",
"process_key": "05-11-2026-015-INV-006",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "4943",
"make_trace_id": "make-20260511_114348_372",
"output_tokens": "694",
"bill_import_id": "bill_b52e5253c3c4472ea20f886d6e3b485c",
"source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
"claude_message_id": "msg_015QiZAwsTbGjpC3UEjBEmzz"
}Time
05/11/2026
Event
ALIAS LOOKUP COMPLETED
Message
Vendor alias lookup matched a portal vendor.
Payload
{
"found": true,
"message": "Looked up parsed vendor name against portal aliases.",
"alias_id": "alias_9c46512b0ff84fbc968c9638e67896ff",
"vendor_id": "vend_3b6497ef80064fe786570a68637d21fd",
"process_key": "05-11-2026-015-INV-006",
"vendor_name": "The Brands at Rabbit Creek",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_b52e5253c3c4472ea20f886d6e3b485c",
"canonical_name": "The Brands at Rabbit Creek",
"category_count": 1,
"invoice_number": "10947",
"category_options": [
{
"name": "Lighting",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Lighting (23).",
"expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"fully_qualified_name": "Building Materials:Lighting",
"quickbooks_account_id": "110",
"vendor_expense_category_id": "cmp1bawns002e13pf9bu7vqmk"
}
],
"source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
"category_selection": {
"method": "single_assignable_category",
"reason": "Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.",
"confidence": 1,
"category_name": "Lighting",
"expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"quickbooks_account_id": "110",
"selected_expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"selected_expense_category_name": "Lighting"
},
"expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"normalized_alias_key": "the brands at rabbit creek",
"quickbooks_vendor_id": "84",
"default_expense_account": "Lighting",
"missing_category_options": false
}Time
05/11/2026
Event
QB LOOKUP COMPLETED
Message
QuickBooks vendor, account, and duplicate bill lookup completed.
Payload
{
"path": "single_category_direct",
"message": "QuickBooks lookup completed before create-or-duplicate routing.",
"process_key": "05-11-2026-015-INV-006",
"vendor_name": "The Brands at Rabbit Creek",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_b52e5253c3c4472ea20f886d6e3b485c",
"invoice_number": "10947",
"source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
"quickbooks_vendor_id": "84",
"quickbooks_account_id": "110",
"existing_quickbooks_bill_id": null
}Time
05/11/2026
Event
QB BILL CREATED
Message
QuickBooks Bill created.
Payload
{
"path": "single_category_direct",
"message": "QuickBooks Bill created from invoice import.",
"process_key": "05-11-2026-015-INV-006",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_b52e5253c3c4472ea20f886d6e3b485c",
"source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
"quickbooks_bill_id": "246",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "3065",
"doc_number": "10947",
"vendor_ref": "84",
"account_ref": "110",
"quickbooks_bill_id": "246"
},
"quickbooks_account_id": "110",
"resolved_expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c"
}Time
05/11/2026
Event
ATTACHMENT UPLOADED
Message
Source file attached to the QuickBooks Bill.
Payload
{
"path": "single_category_direct",
"message": "Source file uploaded to QuickBooks Bill.",
"process_key": "05-11-2026-015-INV-006",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_b52e5253c3c4472ea20f886d6e3b485c",
"source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "246"
},
"quickbooks_bill_id": "246"
}Time
05/11/2026
Event
FILE MOVED
Message
Final invoice file moved.
Payload
{
"path": "single_category_direct",
"status": "CREATED_IN_QBO",
"message": "Processed invoice file moved after QuickBooks Bill creation.",
"outcome": "processed",
"process_key": "05-11-2026-015-INV-006",
"make_trace_id": "make-20260511_114348_372",
"bill_import_id": "bill_b52e5253c3c4472ea20f886d6e3b485c",
"final_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
"source_file_name": "TheBrandsatRabbitCreek_INV-10947.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/vlkq8n5gh8qcnpbigmmnv/TheBrandsatRabbitCreek_INV-10947.pdf?rlkey=lxoy8hqfmuld6y1tkaaki6spp&dl=0",
"quickbooks_bill_id": "246"
}