Invoice Record

05-11-2026-028-INV-002

Needs Review

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

1409

Total

$7,214.00

Invoice data

Detected vendor: Cascade Masonry
Matched vendor: Unmatched
Matched alias: No alias
Category: Not assigned
Category method: Not selected
Invoice date: 02/11/2025
Due date: 03/13/2025
Vendor terms: Net 30
Jkath terms: Net 30
QB Transaction ID: Not created

File result

Final file: Invoice_1409_from_Cascade_Masonry_REVIEW.pdf
Outcome: needs_review
Details: Document needs human review before bill creation. Reason: legacy review rule matched the word "estimate" 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: 05-11-2026-028-INV-002
Run ID: 05-11-2026-028
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: Invoice_1409_from_Cascade_Masonry.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Invoice date is 2025-02-11, which is prior to the 2026 processing year. This appears to be a clearly printed 2025 date; no ambiguity. The invoice references Estimate 1549 in the summary section. The project line item (qty 1, rate 0.00) was excluded from line_items as it carries no charge.",
  "terms": "Net 30",
  "total": 7214,
  "due_date": "2025-03-13",
  "shipping": 0,
  "subtotal": 7214,
  "confidence": {
    "total": 1,
    "vendor_name": 1,
    "invoice_date": 1,
    "project_name": 1,
    "invoice_number": 1
  },
  "line_items": [
    {
      "qty": 1,
      "amount": 7214,
      "unit_price": 7214,
      "description": "Scope of Work: Stone Fireplace Install - Includes all labor, thin veneer stone install, all meshing supplies, standard grey mortar joints, install of surround, sufficient floor coverings. Excludes: Oyster Bay Stone, Indiana Limestone Surround."
    }
  ],
  "vendor_name": "Cascade Masonry",
  "invoice_date": "2025-02-11",
  "project_name": "Lakeview Fireplace - 5503 Lakeview Dr.",
  "document_type": "invoice",
  "invoice_number": "1409",
  "is_billable_invoice": true
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_b552bab6c46e47e089ed6de820c29e34",
  "source": "make.com",
  "run_key": "05-11-2026-028",
  "make_trace_id": "make-20260511_171520_661",
  "source_file_name": "Invoice_1409_from_Cascade_Masonry.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Invoice_1409_from_Cascade_Masonry.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjNw",
  "source_dropbox_rev": "016519214bc87c300000003549f4393",
  "source_content_hash": "c7e095ca866adb2363a3a3b922d0d4dc386095c64d797feb12672613eb444e66",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Invoice_1409_from_Cascade_Masonry.pdf",
  "processing_dropbox_rev": "016519215ea307c00000003549f4393"
}

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": "Invoice_1409_from_Cascade_Masonry.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Invoice_1409_from_Cascade_Masonry.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Invoice_1409_from_Cascade_Masonry.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-028-INV-002",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3232",
  "make_trace_id": "make-20260511_171520_661",
  "output_tokens": "426",
  "bill_import_id": "bill_8d073c7a05a14cc18fc288d260de97ce",
  "source_file_name": "Invoice_1409_from_Cascade_Masonry.pdf",
  "claude_message_id": "msg_015tnN3rfdE7aauj97o3PfiM"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload

{
  "path": "needs_review_non_invoice_document",
  "notes": "Invoice date is 2025-02-11, which is prior to the 2026 processing year. This appears to be a clearly printed 2025 date; no ambiguity. The invoice references Estimate 1549 in the summary section. The project line item (qty 1, rate 0.00) was excluded from line_items as it carries no charge.",
  "total": "7214",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-028-INV-002",
  "vendor_name": "Cascade Masonry",
  "invoice_date": "2025-02-11",
  "document_type": "invoice",
  "make_trace_id": "make-20260511_171520_661",
  "bill_import_id": "bill_8d073c7a05a14cc18fc288d260de97ce",
  "invoice_number": "1409",
  "final_file_name": "Invoice_1409_from_Cascade_Masonry_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Invoice_1409_from_Cascade_Masonry_REVIEW.pdf",
  "source_file_name": "Invoice_1409_from_Cascade_Masonry.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Invoice_1409_from_Cascade_Masonry.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/ejyskb25dsjcwswv9u0na/Invoice_1409_from_Cascade_Masonry_REVIEW.pdf?rlkey=qmr6z0tjddo3xvw25syphhf2l&dl=0",
  "is_billable_invoice": "true",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Invoice_1409_from_Cascade_Masonry.pdf"
}