JkathBusiness Portal

Invoice Record

05-11-2026-021-INV-005

Back to bill imports

Needs Review

Document needs human review before bill creation. Reason: legacy review rule matched the word "bid" in Claude notes, even though Claude classified this as a billable invoice. Reprocess with the updated workflow if this should create a bill.

View Invoice in Dropbox

Status

Needs review

Invoice

2028

Total

$3,674.50

Invoice data

Detected vendor
DLM Plumbing
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
02/18/2026
Due date
03/20/2026
Vendor terms
Net 15
Jkath terms
Net 30
QB Transaction ID
Not created

File result

Outcome
needs_review
Details
Document needs human review before bill creation. Reason: legacy review rule matched the word "bid" in Claude notes, even though Claude classified this as a billable invoice. Reprocess with the updated workflow if this should create a bill.
View Invoice in Dropbox

Processing Context

Invoice ID
05-11-2026-021-INV-005
Run ID
05-11-2026-021
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Dlm 2.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "This is a 50% draw invoice against Bid 1510 with an original contract value of $7,349.00. The remaining 50% balance of $3,674.50 will presumably be billed upon project completion. Late fee policy: 8% applied after 30 days from billing date. Ship-to address is 650 Hidden Creek Trl, Mendota Heights, MN 55118. Owner contact: Dan Miller, 651-414-1058, dan@dlmplumbing.com, License PC789209.",
  "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 $7,349.00 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",
  "document_type": "invoice",
  "invoice_number": "2028",
  "is_billable_invoice": true
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_791eba24deaa42f8a8542fcab3ef5104",
  "source": "make.com",
  "run_key": "05-11-2026-021",
  "make_trace_id": "make-20260511_162932_575",
  "source_file_name": "Dlm 2.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dlm 2.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABpTw",
  "source_dropbox_rev": "0165191713a12cc00000003549f4393",
  "source_content_hash": "4c4ab31651d822534ef916053061ea71f29292a5c0f8d6561516e9e0b2ecc968",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dlm 2.pdf",
  "processing_dropbox_rev": "0165191754d638200000003549f4393"
}

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.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dlm 2.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dlm 2.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-021-INV-005",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3193",
  "make_trace_id": "make-20260511_162932_575",
  "output_tokens": "442",
  "bill_import_id": "bill_c01780b86c4943c39a899d49b76c0d20",
  "source_file_name": "Dlm 2.pdf",
  "claude_message_id": "msg_018o18tW8jKFJBSK366VPVc1"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload
{
  "path": "needs_review_non_invoice_document",
  "notes": "This is a 50% draw invoice against Bid 1510 with an original contract value of $7,349.00. The remaining 50% balance of $3,674.50 will presumably be billed upon project completion. Late fee policy: 8% applied after 30 days from billing date. Ship-to address is 650 Hidden Creek Trl, Mendota Heights, MN 55118. Owner contact: Dan Miller, 651-414-1058, dan@dlmplumbing.com, License PC789209.",
  "total": "3674.5",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-021-INV-005",
  "vendor_name": "DLM Plumbing",
  "invoice_date": "2026-02-18",
  "document_type": "invoice",
  "make_trace_id": "make-20260511_162932_575",
  "bill_import_id": "bill_c01780b86c4943c39a899d49b76c0d20",
  "invoice_number": "2028",
  "final_file_name": "Dlm 2_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Dlm 2_REVIEW.pdf",
  "source_file_name": "Dlm 2.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dlm 2.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/sxdwykzkolof99w3w1hhn/Dlm-2_REVIEW.pdf?rlkey=cntfifl1z3j6p6b4lp7clujku&dl=0",
  "is_billable_invoice": "true",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dlm 2.pdf"
}