Invoice Record
05-11-2026-022-INV-005
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.
Status
Needs review
Invoice
J-7207638
Total
$4,971.00
Invoice data
- Detected vendor
- Horizon Electric
- Matched vendor
- Unmatched
- Matched alias
- No alias
- Category
- Not assigned
- Category method
- Not selected
- Invoice date
- 01/02/2025
- Due date
- 02/01/2025
- 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: 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.
Processing Context
- Invoice ID
- 05-11-2026-022-INV-005
- Run ID
- 05-11-2026-022
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf
Stored payloads
Claude parse payload
{
"tax": 0,
"notes": "Invoice date is 01/02/2025, which is prior to the 2026 processing year — this appears to be a legitimate 2025-dated invoice. The original bid dated 11/6/2024 was $7,647.00; this invoice covers only the rough-in draw of $4,971.00. Additional phases may be invoiced separately. Phase number 18008455 noted. Payment remit address: 21025 Edmonton Ave, Farmington, MN 55024.",
"terms": null,
"total": 4971,
"due_date": null,
"shipping": 0,
"subtotal": 4971,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0.99,
"invoice_number": 0.99
},
"line_items": [
{
"qty": null,
"amount": 4971,
"unit_price": null,
"description": "8701 Bentwood Drive, Rough in draw"
}
],
"vendor_name": "Horizon Electric",
"invoice_date": "2025-01-02",
"project_name": "8701 Bentwood Drive, Eden Prairie",
"document_type": "invoice",
"invoice_number": "J-7207638",
"is_billable_invoice": true
}Vendor match payload
No payload stored.
QB payload
No payload stored.
Raw payload
{
"run_id": "run_c857eab8f14d4b83b878c4718489256e",
"source": "make.com",
"run_key": "05-11-2026-022",
"make_trace_id": "make-20260511_163526_028",
"source_file_name": "Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABj7g",
"source_dropbox_rev": "0165191860fb05000000003549f4393",
"source_content_hash": "0bdf24c728dae183f65571b3c126e677ee326afdaee22ea4afa25a3584f59cac",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf",
"processing_dropbox_rev": "016519189a7d7e000000003549f4393"
}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": "Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf"
}Time
05/11/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"message": "Claude extraction parsed and stored.",
"process_key": "05-11-2026-022-INV-005",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3252",
"make_trace_id": "make-20260511_163526_028",
"output_tokens": "380",
"bill_import_id": "bill_e7f122d779c7455f95b7c8b6076eecda",
"source_file_name": "Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf",
"claude_message_id": "msg_01KgwfQGgnKxqYPxDqChVUoj"
}Time
05/11/2026
Event
FILE MOVED
Message
Final invoice file moved.
Payload
{
"path": "needs_review_non_invoice_document",
"notes": "Invoice date is 01/02/2025, which is prior to the 2026 processing year — this appears to be a legitimate 2025-dated invoice. The original bid dated 11/6/2024 was $7,647.00; this invoice covers only the rough-in draw of $4,971.00. Additional phases may be invoiced separately. Phase number 18008455 noted. Payment remit address: 21025 Edmonton Ave, Farmington, MN 55024.",
"total": "4971",
"status": "NEEDS_REVIEW",
"message": "Reviewable document moved to review folder.",
"outcome": "needs_review",
"process_key": "05-11-2026-022-INV-005",
"vendor_name": "Horizon Electric",
"invoice_date": "2025-01-02",
"document_type": "invoice",
"make_trace_id": "make-20260511_163526_028",
"bill_import_id": "bill_e7f122d779c7455f95b7c8b6076eecda",
"invoice_number": "J-7207638",
"final_file_name": "Horizon Electric 8701 Bentwood Drive, Eden Prairie_REVIEW.pdf",
"final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Horizon Electric 8701 Bentwood Drive, Eden Prairie_REVIEW.pdf",
"source_file_name": "Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/kpy9p3zxnlyzba73yj08j/Horizon-Electric-8701-Bentwood-Drive-Eden-Prairie_REVIEW.pdf?rlkey=fx203aqd4gbmqyhp30wg4fbk7&dl=0",
"is_billable_invoice": "true",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Horizon Electric 8701 Bentwood Drive, Eden Prairie.pdf"
}