Invoice Record

05-11-2026-018-INV-001

JJ Woodcraft LLC

Back to vendor

Bill Created Successfully

QuickBooks Bill created successfully. Source file attached to the Bill.

View Bill in QB View Invoice in Dropbox

Status

Created in QB

Invoice

1542

Total

$1,395.00

Invoice data

Detected vendor: JJ Woodcraft LLC
Matched vendor: JJ Woodcraft LLC
Matched alias: JJ Woodcraft LLC
Category: Building Services:Carpentry
Category method: Claude category selection
Invoice date: 02/07/2026
Due date: 03/09/2026
Vendor terms: Net 30
Jkath terms: Net 30
QB Bill ID: 247

Category reason

The sole line item explicitly describes 'Carpentry Hourly Rate – Derrymoor punch list' at an hourly rate of $90.00 for 15.5 hours, totaling $1,395.00. This is clearly a labor/service charge for carpentry work, not a material purchase. The Carpentry category (mapped from Building Services:Carpentry) directly matches this service-based billing. Cabinet Materials would be inappropriate as there are no materials listed.

File result

Final file: JJWoodcraftLLC_INV-1542.pdf
Outcome: processed
Details: QuickBooks Bill created successfully. Source file attached to the Bill.

View Bill in QuickBooks View Invoice in Dropbox

Processing Context

Invoice ID: 05-11-2026-018-INV-001
Run ID: 05-11-2026-018
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: INVOICE_1542_from_JJ Woodcraft LLC.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Project name 'Derrymoor' inferred from the line item description 'Derrymoor punch list'; no separate project name field is present on the invoice. Phone number appears incomplete (+7167283).",
  "terms": "Net 30",
  "total": 1395,
  "due_date": "2026-03-09",
  "shipping": 0,
  "subtotal": 1395,
  "confidence": {
    "total": 1,
    "vendor_name": 1,
    "invoice_date": 1,
    "project_name": 0.9,
    "invoice_number": 1
  },
  "line_items": [
    {
      "qty": 15.5,
      "amount": 1395,
      "unit_price": 90,
      "description": "Carpentry Hourly Rate – Derrymoor punch list"
    }
  ],
  "vendor_name": "JJ Woodcraft LLC",
  "invoice_date": "2026-02-07",
  "project_name": "Derrymoor",
  "document_type": "invoice",
  "invoice_number": "1542",
  "is_billable_invoice": true
}

Vendor match payload

{
  "alias_lookup": {
    "found": true,
    "alias_id": "cmp1abcyx0032agtbsv00x1fg",
    "vendor_id": "vend_ed86bd47d24c4cf9a2ea9e9cc8fbd61a",
    "alias_name": "JJ Woodcraft LLC",
    "canonical_name": "JJ Woodcraft LLC",
    "category_count": 2,
    "category_options": [
      {
        "name": "Cabinet Materials",
        "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (1).",
        "expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
        "fully_qualified_name": "Building Materials:Cabinet Materials",
        "quickbooks_account_id": "105",
        "vendor_expense_category_id": "cmp1baw22002213pf5zdddkyd"
      },
      {
        "name": "Carpentry",
        "notes": "Mapped from JKath historical QuickBooks export: Building Services:Carpentry (10).",
        "expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
        "fully_qualified_name": "Building Services:Carpentry",
        "quickbooks_account_id": "119",
        "vendor_expense_category_id": "cmp1baw4m002413pf2c6i6fia"
      }
    ],
    "expense_category_id": null,
    "normalized_alias_key": "jj woodcraft llc",
    "quickbooks_vendor_id": "41",
    "quickbooks_account_id": null,
    "default_expense_account": null,
    "invoice_processing_notes": null,
    "missing_category_options": false
  },
  "category_selection": {
    "reason": "The sole line item explicitly describes 'Carpentry Hourly Rate – Derrymoor punch list' at an hourly rate of $90.00 for 15.5 hours, totaling $1,395.00. This is clearly a labor/service charge for carpentry work, not a material purchase. The Carpentry category (mapped from Building Services:Carpentry) directly matches this service-based billing. Cabinet Materials would be inappropriate as there are no materials listed.",
    "confidence": 0.97,
    "category_name": "Carpentry",
    "expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
    "quickbooks_account_id": "119",
    "selected_expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
    "selected_expense_category_name": "Carpentry"
  }
}

QB payload

{
  "lookup": {
    "quickbooks_vendor_id": "41",
    "quickbooks_account_id": "119",
    "existing_quickbooks_bill_id": null
  },
  "bill_created": {
    "path": "multi_category_direct",
    "total": "1395",
    "doc_number": "1542",
    "vendor_ref": "41",
    "account_ref": "119",
    "quickbooks_bill_id": "247",
    "resolved_expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459"
  },
  "attachment_uploaded": {
    "path": "multi_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "247"
  }
}

Raw payload

{
  "run_id": "run_07058062bfc34dfaaaf9f027c30e4dc5",
  "source": "make.com",
  "run_key": "05-11-2026-018",
  "make_trace_id": "make-20260511_151224_846",
  "source_file_name": "INVOICE_1542_from_JJ Woodcraft LLC.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/INVOICE_1542_from_JJ Woodcraft LLC.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABpVQ",
  "source_dropbox_rev": "01651905cd3a56f00000003549f4393",
  "source_content_hash": "9a82c6c6fe150672877f959f69078c403a351561e907c85f9e72b16bb228d8a9",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/INVOICE_1542_from_JJ Woodcraft LLC.pdf",
  "processing_dropbox_rev": "01651905d8db97c00000003549f4393"
}

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": "INVOICE_1542_from_JJ Woodcraft LLC.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/INVOICE_1542_from_JJ Woodcraft LLC.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/INVOICE_1542_from_JJ Woodcraft LLC.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-018-INV-001",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3087",
  "make_trace_id": "make-20260511_151224_846",
  "output_tokens": "329",
  "bill_import_id": "bill_59953eb79c314b45ad8c9a46ebea82f7",
  "source_file_name": "INVOICE_1542_from_JJ Woodcraft LLC.pdf",
  "claude_message_id": "msg_01LyAkvV4PqdyL7xKpSC9bgr"
}

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": "cmp1abcyx0032agtbsv00x1fg",
  "vendor_id": "vend_ed86bd47d24c4cf9a2ea9e9cc8fbd61a",
  "process_key": "05-11-2026-018-INV-001",
  "vendor_name": "JJ Woodcraft LLC",
  "make_trace_id": "make-20260511_151224_846",
  "bill_import_id": "bill_59953eb79c314b45ad8c9a46ebea82f7",
  "canonical_name": "JJ Woodcraft LLC",
  "category_count": 2,
  "invoice_number": "1542",
  "category_options": [
    {
      "name": "Cabinet Materials",
      "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (1).",
      "expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
      "fully_qualified_name": "Building Materials:Cabinet Materials",
      "quickbooks_account_id": "105",
      "vendor_expense_category_id": "cmp1baw22002213pf5zdddkyd"
    },
    {
      "name": "Carpentry",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Carpentry (10).",
      "expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
      "fully_qualified_name": "Building Services:Carpentry",
      "quickbooks_account_id": "119",
      "vendor_expense_category_id": "cmp1baw4m002413pf2c6i6fia"
    }
  ],
  "source_file_name": "INVOICE_1542_from_JJ Woodcraft LLC.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "jj woodcraft llc",
  "quickbooks_vendor_id": "41",
  "default_expense_account": null,
  "missing_category_options": false
}

Time

05/11/2026

Event

CATEGORY SELECTION COMPLETED

Message

Expense category selected for bill import.

Payload

{
  "message": "Claude selected an expense category from allowed portal options.",
  "process_key": "05-11-2026-018-INV-001",
  "vendor_name": "JJ Woodcraft LLC",
  "category_name": "Carpentry",
  "make_trace_id": "make-20260511_151224_846",
  "bill_import_id": "bill_59953eb79c314b45ad8c9a46ebea82f7",
  "source_file_name": "INVOICE_1542_from_JJ Woodcraft LLC.pdf",
  "selection_payload": {
    "reason": "The sole line item explicitly describes 'Carpentry Hourly Rate – Derrymoor punch list' at an hourly rate of $90.00 for 15.5 hours, totaling $1,395.00. This is clearly a labor/service charge for carpentry work, not a material purchase. The Carpentry category (mapped from Building Services:Carpentry) directly matches this service-based billing. Cabinet Materials would be inappropriate as there are no materials listed.",
    "confidence": 0.97,
    "selected_expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
    "selected_expense_category_name": "Carpentry"
  },
  "expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
  "quickbooks_account_id": "119"
}

Time

05/11/2026

Event

QB LOOKUP COMPLETED

Message

QuickBooks vendor, account, and duplicate bill lookup completed.

Payload

{
  "path": "multi_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-11-2026-018-INV-001",
  "vendor_name": "JJ Woodcraft LLC",
  "make_trace_id": "make-20260511_151224_846",
  "bill_import_id": "bill_59953eb79c314b45ad8c9a46ebea82f7",
  "invoice_number": "1542",
  "source_file_name": "INVOICE_1542_from_JJ Woodcraft LLC.pdf",
  "quickbooks_vendor_id": "41",
  "quickbooks_account_id": "119",
  "existing_quickbooks_bill_id": null
}

Time

05/11/2026

Event

QB BILL CREATED

Message

QuickBooks Bill created.

Payload

{
  "path": "multi_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-11-2026-018-INV-001",
  "make_trace_id": "make-20260511_151224_846",
  "bill_import_id": "bill_59953eb79c314b45ad8c9a46ebea82f7",
  "source_file_name": "INVOICE_1542_from_JJ Woodcraft LLC.pdf",
  "quickbooks_bill_id": "247",
  "quickbooks_payload": {
    "path": "multi_category_direct",
    "total": "1395",
    "doc_number": "1542",
    "vendor_ref": "41",
    "account_ref": "119",
    "quickbooks_bill_id": "247"
  },
  "quickbooks_account_id": "119",
  "resolved_expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459"
}

Time

05/11/2026

Event

ATTACHMENT UPLOADED

Message

Source file attached to the QuickBooks Bill.

Payload

{
  "path": "multi_category_direct",
  "message": "Source file uploaded to QuickBooks Bill.",
  "process_key": "05-11-2026-018-INV-001",
  "make_trace_id": "make-20260511_151224_846",
  "bill_import_id": "bill_59953eb79c314b45ad8c9a46ebea82f7",
  "source_file_name": "INVOICE_1542_from_JJ Woodcraft LLC.pdf",
  "attachment_payload": {
    "path": "multi_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "247"
  },
  "quickbooks_bill_id": "247"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload

{
  "path": "multi_category_direct",
  "status": "CREATED_IN_QBO",
  "message": "Processed invoice file moved after QuickBooks Bill creation.",
  "outcome": "processed",
  "process_key": "05-11-2026-018-INV-001",
  "make_trace_id": "make-20260511_151224_846",
  "bill_import_id": "bill_59953eb79c314b45ad8c9a46ebea82f7",
  "final_file_name": "JJWoodcraftLLC_INV-1542.pdf",
  "source_file_name": "INVOICE_1542_from_JJ Woodcraft LLC.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/90y4e1g4de3mr5yoqi51f/JJWoodcraftLLC_INV-1542.pdf?rlkey=j61o8cl780jw0ad93kfp7f2bt&dl=0",
  "quickbooks_bill_id": "247"
}