Invoice Record

05-11-2026-030-INV-003

Needs Review

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

Not set

Total

$1,200.00

Invoice data

Detected vendor: The Wallpaper Guy LLC
Matched vendor: Unmatched
Matched alias: No alias
Category: Not assigned
Category method: Not selected
Invoice date: 02/28/2025
Due date: 03/30/2025
Vendor terms: Not set
Jkath terms: Net 30
QB Transaction ID: Not created

File result

Final file: JKath.5503 Lakeview Dr.Edina.Wallpaper Installation Invoice. 2.28.25_REVIEW.pdf
Outcome: needs_review
Details: Document needs human review before bill creation. Reason: legacy review rule matched the word "quote" 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: 05-11-2026-030-INV-003
Run ID: 05-11-2026-030
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: JKath.5503 Lakeview Dr.Edina.Wallpaper Installation Invoice. 2.28.25.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "No invoice number is present on this document. Prepared for J Kath Design / Madison (design firm/client contact). Project location used as project_name since no formal job name is stated. Completion date was February 26, 2025; invoice date is February 28, 2025. No due date or payment terms stated beyond a prompt payment request. No tax listed. Materials (Roman 880 Wallpaper Adhesive) are included in the flat $1,200 installation quote rather than broken out separately.",
  "terms": null,
  "total": 1200,
  "due_date": null,
  "shipping": 0,
  "subtotal": 1200,
  "confidence": {
    "total": 0.99,
    "vendor_name": 0.99,
    "invoice_date": 0.97,
    "project_name": 0.9,
    "invoice_number": 0
  },
  "line_items": [
    {
      "qty": 1,
      "amount": 1200,
      "unit_price": 1200,
      "description": "Wallpaper installation – Main floor powder room (all walls, above beadboard, 103\"H ceiling) – Sandberg Olaf Sage Green, 21\" x 33' rolls, 21\" repeat drop match, pre-trimmed. Materials included: Roman 880 Wallpaper Adhesive."
    }
  ],
  "vendor_name": "The Wallpaper Guy LLC",
  "invoice_date": "2025-02-28",
  "project_name": "Steve & Sara Zowoyski | 5503 Lakeview Dr, Edina, MN 55424",
  "document_type": "invoice",
  "invoice_number": null,
  "is_billable_invoice": true
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_160a3df567fa4519ad9ba3bb6f6e8e42",
  "source": "make.com",
  "run_key": "05-11-2026-030",
  "make_trace_id": "make-20260511_172049_953",
  "source_file_name": "JKath.5503 Lakeview Dr.Edina.Wallpaper Installation Invoice. 2.28.25.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/JKath.5503 Lakeview Dr.Edina.Wallpaper Installation Invoice. 2.28.25.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjHQ",
  "source_dropbox_rev": "016519227d6825d00000003549f4393",
  "source_content_hash": "76e06837972cebbb8518559a405640860e839787b5ea0e659a0d0e9de392a8db",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/JKath.5503 Lakeview Dr.Edina.Wallpaper Installation Invoice. 2.28.25.pdf",
  "processing_dropbox_rev": "01651922a33314f00000003549f4393"
}

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": "JKath.5503 Lakeview Dr.Edina.Wallpaper Installation Invoice. 2.28.25.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/JKath.5503 Lakeview Dr.Edina.Wallpaper Installation Invoice. 2.28.25.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/JKath.5503 Lakeview Dr.Edina.Wallpaper Installation Invoice. 2.28.25.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-030-INV-003",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3144",
  "make_trace_id": "make-20260511_172049_953",
  "output_tokens": "469",
  "bill_import_id": "bill_6d6b9aa61e204f1ab8d58e1621197e26",
  "source_file_name": "JKath.5503 Lakeview Dr.Edina.Wallpaper Installation Invoice. 2.28.25.pdf",
  "claude_message_id": "msg_011LMTBxHVLWCWzKSpuaPckv"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload

{
  "path": "needs_review_non_invoice_document",
  "notes": "No invoice number is present on this document. Prepared for J Kath Design / Madison (design firm/client contact). Project location used as project_name since no formal job name is stated. Completion date was February 26, 2025; invoice date is February 28, 2025. No due date or payment terms stated beyond a prompt payment request. No tax listed. Materials (Roman 880 Wallpaper Adhesive) are included in the flat $1,200 installation quote rather than broken out separately.",
  "total": "1200",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-030-INV-003",
  "vendor_name": "The Wallpaper Guy LLC",
  "invoice_date": "2025-02-28",
  "document_type": "invoice",
  "make_trace_id": "make-20260511_172049_953",
  "bill_import_id": "bill_6d6b9aa61e204f1ab8d58e1621197e26",
  "invoice_number": "",
  "final_file_name": "JKath.5503 Lakeview Dr.Edina.Wallpaper Installation Invoice. 2.28.25_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/JKath.5503 Lakeview Dr.Edina.Wallpaper Installation Invoice. 2.28.25_REVIEW.pdf",
  "source_file_name": "JKath.5503 Lakeview Dr.Edina.Wallpaper Installation Invoice. 2.28.25.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/JKath.5503 Lakeview Dr.Edina.Wallpaper Installation Invoice. 2.28.25.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/4u66wvsch6xu20cghcz4f/JKath.5503-Lakeview-Dr.Edina.Wallpaper-Installation-Invoice.-2.28.25_REVIEW.pdf?rlkey=7fmotm3flbuqorcw922rsuyzv&dl=0",
  "is_billable_invoice": "true",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/JKath.5503 Lakeview Dr.Edina.Wallpaper Installation Invoice. 2.28.25.pdf"
}