Invoice Record

05-11-2026-027-INV-009

Back to bill imports

Validation Error

Invoice date is before the processing year. Check whether Claude read the date correctly.

View Invoice in Dropbox

Status

Validation error

Invoice

5011

Total

$6,128.00

Invoice data

Detected vendor: Porch Windows Direct
Matched vendor: Unmatched
Matched alias: No alias
Category: Not assigned
Category method: Not selected
Invoice date: 02/09/2025
Due date: 03/11/2025
Vendor terms: Not set
Jkath terms: Net 30
QB Transaction ID: Not created

File result

Final file: Fw Payment confirmation Invoice 5011Porch Windows Direct_VALIDATION-FAILED.pdf
Outcome: validation_failed
Details: Invoice date is before the processing year. Check whether Claude read the date correctly.

View Invoice in Dropbox

Processing Context

Invoice ID: 05-11-2026-027-INV-009
Run ID: 05-11-2026-027
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: Fw Payment confirmation Invoice 5011Porch Windows Direct.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "This is a QuickBooks payment confirmation, not an unpaid vendor invoice. Payment of $6,128.00 was already made on 02/09/2025 via AMEX****2003 (Authorization ID: MU0238113707). Jesse Kath forwarded this to Amy DeGrote noting it should be applied to the window line item for the Lakeview Drive project. is_billable_invoice set to false since the invoice is already paid. Human review recommended to determine if a corresponding bill needs to be created or if this should be recorded as a direct expense in QuickBooks.",
  "terms": null,
  "total": 6128,
  "due_date": null,
  "shipping": 0,
  "subtotal": 6128,
  "confidence": {
    "total": 1,
    "vendor_name": 1,
    "invoice_date": 1,
    "project_name": 0.95,
    "invoice_number": 1
  },
  "line_items": [
    {
      "qty": null,
      "amount": 6128,
      "unit_price": null,
      "description": "Invoice #5011 - Porch Windows Direct"
    }
  ],
  "vendor_name": "Porch Windows Direct",
  "invoice_date": "2025-02-09",
  "project_name": "Lakeview Drive",
  "document_type": "payment_confirmation",
  "invoice_number": "5011",
  "is_billable_invoice": false
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_e715041b2cce406c86d692d6045e1ab3",
  "source": "make.com",
  "run_key": "05-11-2026-027",
  "make_trace_id": "make-20260511_170902_324",
  "source_file_name": "Fw Payment confirmation Invoice 5011Porch Windows Direct.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Fw Payment confirmation Invoice 5011Porch Windows Direct.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjMw",
  "source_dropbox_rev": "0165191fdebabd400000003549f4393",
  "source_content_hash": "86b604ebf2500eeb10c6d6d0b5f083cf997e6a3af8e57a2a008416bd3d667cda",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Fw Payment confirmation Invoice 5011Porch Windows Direct.pdf",
  "processing_dropbox_rev": "01651920687532100000003549f4393"
}

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": "Fw Payment confirmation Invoice 5011Porch Windows Direct.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Fw Payment confirmation Invoice 5011Porch Windows Direct.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Fw Payment confirmation Invoice 5011Porch Windows Direct.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-027-INV-009",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "5021",
  "make_trace_id": "make-20260511_170902_324",
  "output_tokens": "394",
  "bill_import_id": "bill_42c781bc620649b888ae5e6c175ee64e",
  "source_file_name": "Fw Payment confirmation Invoice 5011Porch Windows Direct.pdf",
  "claude_message_id": "msg_01EpgcSa55AdCBcpdkTddTGU"
}

Time

05/11/2026

Event

VALIDATION FAILED

Message

Invoice date is before the processing year. Check whether Claude read the date correctly.

Payload

{
  "total": "6128",
  "message": "Validation failed; moved file to error folder.",
  "process_key": "05-11-2026-027-INV-009",
  "vendor_name": "Porch Windows Direct",
  "invoice_date": "2025-02-09",
  "make_trace_id": "make-20260511_170902_324",
  "bill_import_id": "bill_42c781bc620649b888ae5e6c175ee64e",
  "invoice_number": "5011",
  "final_file_name": "Fw Payment confirmation Invoice 5011Porch Windows Direct_VALIDATION-FAILED.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/04 Error/Fw Payment confirmation Invoice 5011Porch Windows Direct_VALIDATION-FAILED.pdf",
  "source_file_name": "Fw Payment confirmation Invoice 5011Porch Windows Direct.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Fw Payment confirmation Invoice 5011Porch Windows Direct.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/fksxnji4gyyhwjvavuiv7/Fw-Payment-confirmation-Invoice-5011Porch-Windows-Direct_VALIDATION-FAILED.pdf?rlkey=ztn6rv5xhjr7dv0xgd2j11yz4&dl=0",
  "validation_details": "Invoice date is before the processing year. Check whether Claude read the date correctly.",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Fw Payment confirmation Invoice 5011Porch Windows Direct.pdf"
}