Invoice Record

05-11-2026-021-INV-010

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

Final file: DerrymoorJKathEstimate5260_REVIEW.pdf
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: 05-11-2026-021-INV-010
Run ID: 05-11-2026-021
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: DerrymoorJKathEstimate5260.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 a pending proposal awaiting 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 Derrymoor (JKath) at 4432 Derrymoor Court, Rosemount, MN 55068. No project name stated on the document.",
  "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_791eba24deaa42f8a8542fcab3ef5104",
  "source": "make.com",
  "run_key": "05-11-2026-021",
  "make_trace_id": "make-20260511_162932_575",
  "source_file_name": "DerrymoorJKathEstimate5260.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/DerrymoorJKathEstimate5260.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABpWQ",
  "source_dropbox_rev": "01651917155976400000003549f4393",
  "source_content_hash": "2fb6c72c7e10b713c73a49d872f50fb872e0c8163733c9ba8ea0ee68054b7854",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/DerrymoorJKathEstimate5260.pdf",
  "processing_dropbox_rev": "01651917a10b19100000003549f4393"
}

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": "DerrymoorJKathEstimate5260.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/DerrymoorJKathEstimate5260.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/DerrymoorJKathEstimate5260.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-010",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3119",
  "make_trace_id": "make-20260511_162932_575",
  "output_tokens": "354",
  "bill_import_id": "bill_d10fe0756ced410fbe8b32b796f22295",
  "source_file_name": "DerrymoorJKathEstimate5260.pdf",
  "claude_message_id": "msg_01YJVz1x6HPAWXCjmZ6DS6ek"
}

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 a pending proposal awaiting 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 Derrymoor (JKath) at 4432 Derrymoor Court, Rosemount, MN 55068. No project name stated on the document.",
  "total": "220.58",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-021-INV-010",
  "vendor_name": "Brightview Window Cleaning, Inc.",
  "invoice_date": "2026-02-17",
  "document_type": "estimate",
  "make_trace_id": "make-20260511_162932_575",
  "bill_import_id": "bill_d10fe0756ced410fbe8b32b796f22295",
  "invoice_number": "5260",
  "final_file_name": "DerrymoorJKathEstimate5260_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/DerrymoorJKathEstimate5260_REVIEW.pdf",
  "source_file_name": "DerrymoorJKathEstimate5260.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/DerrymoorJKathEstimate5260.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/33nfcui0q8q35ht7atw62/DerrymoorJKathEstimate5260_REVIEW.pdf?rlkey=y6sdbh7zz09o4yov3nrgnsgvy&dl=0",
  "is_billable_invoice": "false",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/DerrymoorJKathEstimate5260.pdf"
}