Invoice Record

05-11-2026-021-INV-011

Needs Review

Document needs human review before bill creation. Reason: legacy review rule matched the word "work order" 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

650 RSI

Total

$350.00

Invoice data

Detected vendor: Hardline Exteriors
Matched vendor: Unmatched
Matched alias: No alias
Category: Not assigned
Category method: Not selected
Invoice date: 02/16/2026
Due date: 03/18/2026
Vendor terms: Net 15
Jkath terms: Net 30
QB Transaction ID: Not created

File result

Final file: Inv_650_RSI_from_Hardline_Exteriors_LLC_19652_REVIEW.pdf
Outcome: needs_review
Details: Document needs human review before bill creation. Reason: legacy review rule matched the word "work order" 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-011
Run ID: 05-11-2026-021
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: Inv_650_RSI_from_Hardline_Exteriors_LLC_19652.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Invoice number '650 RSI' may reference the ship-to address (650 Hidden Creek Trail). Project name inferred from ship-to address as no explicit project name is stated. Due date calculated as invoice date + 15 days per Net 15 terms. Installers noted the roof is in poor condition and sent a report to Jesse — may require follow-up or additional work order.",
  "terms": "Net 15",
  "total": 350,
  "due_date": "2026-03-03",
  "shipping": 0,
  "subtotal": 350,
  "confidence": {
    "total": 1,
    "vendor_name": 1,
    "invoice_date": 1,
    "project_name": 0.85,
    "invoice_number": 0.95
  },
  "line_items": [
    {
      "qty": 1,
      "amount": 350,
      "unit_price": 350,
      "description": "Roofing Labor to Install Kitchen Vent"
    }
  ],
  "vendor_name": "Hardline Exteriors",
  "invoice_date": "2026-02-16",
  "project_name": "650 Hidden Creek Trail",
  "document_type": "invoice",
  "invoice_number": "650 RSI",
  "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": "Inv_650_RSI_from_Hardline_Exteriors_LLC_19652.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Inv_650_RSI_from_Hardline_Exteriors_LLC_19652.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABpWw",
  "source_dropbox_rev": "01651917157bfa500000003549f4393",
  "source_content_hash": "45622f2b28f73085e35c77ad16fa2a2280bcca7746c04ded17f5be24021b3fe0",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Inv_650_RSI_from_Hardline_Exteriors_LLC_19652.pdf",
  "processing_dropbox_rev": "01651917abe66d900000003549f4393"
}

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": "Inv_650_RSI_from_Hardline_Exteriors_LLC_19652.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Inv_650_RSI_from_Hardline_Exteriors_LLC_19652.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Inv_650_RSI_from_Hardline_Exteriors_LLC_19652.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-011",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3096",
  "make_trace_id": "make-20260511_162932_575",
  "output_tokens": "358",
  "bill_import_id": "bill_5952d3036dc44c6ab289ccdaa128b61b",
  "source_file_name": "Inv_650_RSI_from_Hardline_Exteriors_LLC_19652.pdf",
  "claude_message_id": "msg_015BeEwaBVRqEmwxdKh4PqfK"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload

{
  "path": "needs_review_non_invoice_document",
  "notes": "Invoice number '650 RSI' may reference the ship-to address (650 Hidden Creek Trail). Project name inferred from ship-to address as no explicit project name is stated. Due date calculated as invoice date + 15 days per Net 15 terms. Installers noted the roof is in poor condition and sent a report to Jesse — may require follow-up or additional work order.",
  "total": "350",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-021-INV-011",
  "vendor_name": "Hardline Exteriors",
  "invoice_date": "2026-02-16",
  "document_type": "invoice",
  "make_trace_id": "make-20260511_162932_575",
  "bill_import_id": "bill_5952d3036dc44c6ab289ccdaa128b61b",
  "invoice_number": "650 RSI",
  "final_file_name": "Inv_650_RSI_from_Hardline_Exteriors_LLC_19652_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Inv_650_RSI_from_Hardline_Exteriors_LLC_19652_REVIEW.pdf",
  "source_file_name": "Inv_650_RSI_from_Hardline_Exteriors_LLC_19652.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Inv_650_RSI_from_Hardline_Exteriors_LLC_19652.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/jnvgnnabaacfszae1k5vy/Inv_650_RSI_from_Hardline_Exteriors_LLC_19652_REVIEW.pdf?rlkey=jbgs4hzgb2zya6tfezvey85xk&dl=0",
  "is_billable_invoice": "true",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Inv_650_RSI_from_Hardline_Exteriors_LLC_19652.pdf"
}