Invoice Record

05-11-2026-030-INV-016

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.

View Invoice in Dropbox

Status

Needs review

Invoice

1723

Total

$2,179.60

Invoice data

Detected vendor: DLM Plumbing
Matched vendor: Unmatched
Matched alias: No alias
Category: Not assigned
Category method: Not selected
Invoice date: 01/28/2025
Due date: 02/27/2025
Vendor terms: Net 15
Jkath terms: Net 30
QB Transaction ID: Not created

File result

Final file: Invoice_1723_from_DLM_Plumbing_REVIEW (1).pdf
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.

View Invoice in Dropbox

Processing Context

Invoice ID: 05-11-2026-030-INV-016
Run ID: 05-11-2026-030
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: Invoice_1723_from_DLM_Plumbing.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "This is the final remaining balance invoice referencing original Bid 1321 with a total contract value of $10,898.00. The billed amount on this invoice is $2,179.60. An 8% late fee applies after 30 days from billing date (2025-02-27). Invoice date is 2025, not 2026 — clearly printed on the document.",
  "terms": "Net 15",
  "total": 2179.6,
  "due_date": "2025-02-12",
  "shipping": 0,
  "subtotal": 2179.6,
  "confidence": {
    "total": 1,
    "vendor_name": 1,
    "invoice_date": 1,
    "project_name": 1,
    "invoice_number": 1
  },
  "line_items": [
    {
      "qty": null,
      "amount": 2179.6,
      "unit_price": null,
      "description": "Bid 1321 - Remaining balance of original bid amount of $10,898.00 for materials and services provided. Everything is installed and working as it should be. Final inspection has been completed."
    }
  ],
  "vendor_name": "DLM Plumbing",
  "invoice_date": "2025-01-28",
  "project_name": "St. Clair Ave",
  "document_type": "invoice",
  "invoice_number": "1723",
  "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": "Invoice_1723_from_DLM_Plumbing.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Invoice_1723_from_DLM_Plumbing.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjEQ",
  "source_dropbox_rev": "016519227f226c200000003549f4393",
  "source_content_hash": "0c0c8fd113602199d9d1e4e06c8c68a5502d993d4a95a90d7b5ee1d229d20a6e",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Invoice_1723_from_DLM_Plumbing.pdf",
  "processing_dropbox_rev": "01651923566129900000003549f4393"
}

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_1723_from_DLM_Plumbing.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Invoice_1723_from_DLM_Plumbing.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Invoice_1723_from_DLM_Plumbing.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-016",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3161",
  "make_trace_id": "make-20260511_172049_953",
  "output_tokens": "402",
  "bill_import_id": "bill_9d859f0f0ee847b789e4bd5c9644b7dd",
  "source_file_name": "Invoice_1723_from_DLM_Plumbing.pdf",
  "claude_message_id": "msg_0199MQy8j4aBuCvzC2CieJky"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload

{
  "path": "needs_review_non_invoice_document",
  "notes": "This is the final remaining balance invoice referencing original Bid 1321 with a total contract value of $10,898.00. The billed amount on this invoice is $2,179.60. An 8% late fee applies after 30 days from billing date (2025-02-27). Invoice date is 2025, not 2026 — clearly printed on the document.",
  "total": "2179.6",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-11-2026-030-INV-016",
  "vendor_name": "DLM Plumbing",
  "invoice_date": "2025-01-28",
  "document_type": "invoice",
  "make_trace_id": "make-20260511_172049_953",
  "bill_import_id": "bill_9d859f0f0ee847b789e4bd5c9644b7dd",
  "invoice_number": "1723",
  "final_file_name": "Invoice_1723_from_DLM_Plumbing_REVIEW (1).pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Invoice_1723_from_DLM_Plumbing_REVIEW (1).pdf",
  "source_file_name": "Invoice_1723_from_DLM_Plumbing.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Invoice_1723_from_DLM_Plumbing.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/d9uz60trkfut46dson8fv/Invoice_1723_from_DLM_Plumbing_REVIEW-1.pdf?rlkey=b1ikwwiuxew8as5nkanf9i5h7&dl=0",
  "is_billable_invoice": "true",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Invoice_1723_from_DLM_Plumbing.pdf"
}