JkathBusiness Portal

Invoice Record

05-11-2026-017-INV-001

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Needs Review

Document needs human review before bill creation. Reason: Claude classified the document type as estimate, not a standard vendor invoice.

View Invoice in Dropbox

Status

Needs review

Invoice

5260

Total

$220.58

Invoice data

Detected vendor
Brightview Window Cleaning, Inc.
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
02/17/2026
Due date
03/19/2026
Vendor terms
Not set
Jkath terms
Net 30
QB Transaction ID
Not created

File result

Outcome
needs_review
Details
Document needs human review before bill creation. Reason: Claude classified the document type as estimate, not a standard vendor invoice.
View Invoice in Dropbox

Processing Context

Invoice ID
05-11-2026-017-INV-001
Run ID
05-11-2026-017
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
BrightView_INV-5260.pdf
Stored payloads

Claude parse payload

{
  "tax": 16.58,
  "notes": "This document is an estimate (not a billable invoice). It includes Accept/Decline buttons indicating it is pending customer approval. is_billable_invoice set to false. A bill should only be created after the estimate is accepted and work is completed. Customer is listed as Derrymoor (JKath) at 4432 Derrymoor Court, Rosemount, MN 55068. Tax rate is 8.125%.",
  "terms": null,
  "total": 220.58,
  "due_date": null,
  "shipping": 0,
  "subtotal": 204,
  "confidence": {
    "total": 0.99,
    "vendor_name": 0.99,
    "invoice_date": 0.99,
    "project_name": 0,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": 1,
      "amount": 204,
      "unit_price": 204,
      "description": "Windows (Interior & Exterior)"
    }
  ],
  "vendor_name": "Brightview Window Cleaning, Inc.",
  "invoice_date": "2026-02-17",
  "project_name": null,
  "document_type": "estimate",
  "invoice_number": "5260",
  "is_billable_invoice": false
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_4aaeda09e8e04403a363c2bd1a536d8c",
  "source": "make.com",
  "run_key": "05-11-2026-017",
  "make_trace_id": "make-20260511_120951_328",
  "source_file_name": "BrightView_INV-5260.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/BrightView_INV-5260.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABpYg",
  "source_dropbox_rev": "016518dd08847d000000003549f4393",
  "source_content_hash": "2fb6c72c7e10b713c73a49d872f50fb872e0c8163733c9ba8ea0ee68054b7854",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/BrightView_INV-5260.pdf",
  "processing_dropbox_rev": "016518dd0aa2c4c00000003549f4393"
}

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": "BrightView_INV-5260.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/BrightView_INV-5260.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/BrightView_INV-5260.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-017-INV-001",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3119",
  "make_trace_id": "make-20260511_120951_328",
  "output_tokens": "353",
  "bill_import_id": "bill_11b225ec937a4a10be3c6f54e97c6d9d",
  "source_file_name": "BrightView_INV-5260.pdf",
  "claude_message_id": "msg_01GhbBDZXFuMw7bpQ8oBJw4b"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload
{
  "path": "needs_review_non_invoice_document",
  "notes": "This document is an estimate (not a billable invoice). It includes Accept/Decline buttons indicating it is pending customer approval. is_billable_invoice set to false. A bill should only be created after the estimate is accepted and work is completed. Customer is listed as Derrymoor (JKath) at 4432 Derrymoor Court, Rosemount, MN 55068. Tax rate is 8.125%.",
  "total": "220.58",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-017-INV-001",
  "vendor_name": "Brightview Window Cleaning, Inc.",
  "invoice_date": "2026-02-17",
  "document_type": "estimate",
  "make_trace_id": "make-20260511_120951_328",
  "bill_import_id": "bill_11b225ec937a4a10be3c6f54e97c6d9d",
  "invoice_number": "5260",
  "final_file_name": "BrightView_INV-5260_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/BrightView_INV-5260_REVIEW.pdf",
  "source_file_name": "BrightView_INV-5260.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/BrightView_INV-5260.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/re2xos18zhuhlibtay5av/BrightView_INV-5260_REVIEW.pdf?rlkey=rsrqoc4vzwnqn4dlicrrs746t&dl=0",
  "is_billable_invoice": "false",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/BrightView_INV-5260.pdf"
}