Invoice Record

05-12-2026-014-INV-001

Needs Review

Document needs human review before bill creation. Reason: Invoice total is exactly $0.00, so QuickBooks transaction creation is skipped until a human confirms how to handle the zero-dollar vendor document.

View Invoice in Dropbox

Status

Needs review

Invoice

TEST-ZERO-202605120130

Total

$0.00

Invoice data

Detected vendor: JJ Woodcraft LLC
Matched vendor: Unmatched
Matched alias: No alias
Category: Not assigned
Category method: Not selected
Invoice date: 05/11/2026
Due date: 06/10/2026
Vendor terms: Net 30
Jkath terms: Net 30
QB Transaction ID: Not created

File result

Final file: jj-woodcraft-zero-total-202605120130_REVIEW.pdf
Outcome: needs_review
Details: Document needs human review before bill creation. Reason: Invoice total is exactly $0.00, so QuickBooks transaction creation is skipped until a human confirms how to handle the zero-dollar vendor document.

View Invoice in Dropbox

Processing Context

Invoice ID: 05-12-2026-014-INV-001
Run ID: 05-12-2026-014
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: jj-woodcraft-zero-total-202605120130.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Total due is exactly $0.00 — this is a zero-dollar no-charge adjustment invoice. is_billable_invoice set to false because there is no amount owed. Needs human review to confirm whether any action is required in QuickBooks. Due date of 2026-06-10 was calculated from invoice date 2026-05-11 plus Net 30 terms, as no explicit due date was printed on the document.",
  "terms": "Net 30",
  "total": 0,
  "due_date": "2026-06-10",
  "shipping": 0,
  "subtotal": 0,
  "confidence": {
    "total": 1,
    "vendor_name": 1,
    "invoice_date": 1,
    "project_name": 0,
    "invoice_number": 1
  },
  "line_items": [
    {
      "qty": null,
      "amount": 0,
      "unit_price": null,
      "description": "Cabinet sample no-charge adjustment"
    }
  ],
  "vendor_name": "JJ Woodcraft LLC",
  "invoice_date": "2026-05-11",
  "project_name": null,
  "document_type": "invoice",
  "invoice_number": "TEST-ZERO-202605120130",
  "is_billable_invoice": false
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_c3070cc329f64275a2276488ddd79526",
  "source": "make.com",
  "run_key": "05-12-2026-014",
  "make_trace_id": "make-20260511_203147_159",
  "source_file_name": "jj-woodcraft-zero-total-202605120130.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/jj-woodcraft-zero-total-202605120130.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABp8w",
  "source_dropbox_rev": "0165194cf7da9a300000003549f4393",
  "source_content_hash": "a9faf59eee0794ad4008030bf022462ae38162ab890f8c9bfa1ba37560fed917",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/jj-woodcraft-zero-total-202605120130.pdf",
  "processing_dropbox_rev": "0165194d3b7c33000000003549f4393"
}

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": "jj-woodcraft-zero-total-202605120130.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/jj-woodcraft-zero-total-202605120130.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/jj-woodcraft-zero-total-202605120130.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-12-2026-014-INV-001",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3193",
  "make_trace_id": "make-20260511_203147_159",
  "output_tokens": "354",
  "bill_import_id": "bill_5591f7d123a947109de245727711f3bc",
  "source_file_name": "jj-woodcraft-zero-total-202605120130.pdf",
  "claude_message_id": "msg_01N97KagvvvpgZV1NvbEJvTq"
}

Time

05/11/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload

{
  "path": "needs_review_non_invoice_document",
  "notes": "Total due is exactly $0.00 — this is a zero-dollar no-charge adjustment invoice. is_billable_invoice set to false because there is no amount owed. Needs human review to confirm whether any action is required in QuickBooks. Due date of 2026-06-10 was calculated from invoice date 2026-05-11 plus Net 30 terms, as no explicit due date was printed on the document.",
  "total": "0",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-12-2026-014-INV-001",
  "vendor_name": "JJ Woodcraft LLC",
  "invoice_date": "2026-05-11",
  "document_type": "invoice",
  "make_trace_id": "make-20260511_203147_159",
  "review_reason": "Invoice total is exactly $0.00, so QuickBooks transaction creation is skipped until a human confirms how to handle the zero-dollar vendor document",
  "bill_import_id": "bill_5591f7d123a947109de245727711f3bc",
  "invoice_number": "TEST-ZERO-202605120130",
  "final_file_name": "jj-woodcraft-zero-total-202605120130_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/jj-woodcraft-zero-total-202605120130_REVIEW.pdf",
  "source_file_name": "jj-woodcraft-zero-total-202605120130.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/jj-woodcraft-zero-total-202605120130.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/padpsjxsz4701ejvznnwe/jj-woodcraft-zero-total-202605120130_REVIEW.pdf?rlkey=o1ai3j0nmhcldc4rz82zfo48v&dl=0",
  "is_billable_invoice": "false",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/jj-woodcraft-zero-total-202605120130.pdf"
}