Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
14491
Total
$417.36
Invoice data
- Detected vendor
- Brightview Window Cleaning, Inc.
- Matched vendor
- BrightView
- Matched alias
- Brightview Window Cleaning INC
- Category
- Building Services:Cleaning
- Category method
- Single assignable category
- Invoice date
- 03/04/2025
- Due date
- 04/03/2025
- Vendor terms
- Not set
- Jkath terms
- Net 30
- QB Bill ID
- 315
Category reason
Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.
File result
- Final file
- BrightView_INV-14491.pdf
- Outcome
- processed
- Details
- QuickBooks Bill created successfully. Source file attached to the Bill.
Processing Context
- Invoice ID
- 05-12-2026-026-INV-022
- Run ID
- 05-12-2026-026
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- JkathDesignBuildReinvent-Invoice14491.pdf
Stored payloads
Claude parse payload
{
"tax": 31.36,
"notes": "Vendor also does business as 'My Brightview Cleaning'. Project name inferred from the job address '5503 Lakeview' listed on the first line item row.",
"terms": null,
"total": 417.36,
"due_date": null,
"shipping": 0,
"subtotal": 386,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0.95,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 30,
"amount": 60,
"unit_price": 2,
"description": "5503 Lakeview"
},
{
"qty": 36,
"amount": 108,
"unit_price": 3,
"description": "1. Windows (Interior Only)"
},
{
"qty": 198,
"amount": 198,
"unit_price": 1,
"description": "2. Windows (Interior Only)"
},
{
"qty": 10,
"amount": 20,
"unit_price": 2,
"description": "Screens"
}
],
"vendor_name": "Brightview Window Cleaning, Inc.",
"invoice_date": "2025-03-04",
"project_name": "5503 Lakeview",
"document_type": "invoice",
"invoice_number": "14491",
"is_billable_invoice": true
}Vendor match payload
{
"alias_lookup": {
"found": true,
"alias_id": "cmp1abgmk0060agtbwt183ghe",
"vendor_id": "vend_222743d20ceb433681f6594296a84a8e",
"alias_name": "Brightview Window Cleaning INC",
"canonical_name": "BrightView",
"category_count": 1,
"category_options": [
{
"name": "Cleaning",
"notes": "Mapped from JKath historical QuickBooks export: Building Services:Cleaning (22).",
"expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
"fully_qualified_name": "Building Services:Cleaning",
"quickbooks_account_id": "121",
"vendor_expense_category_id": "cmp1bazb8003w13pfc3kv8v3n"
}
],
"expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
"normalized_alias_key": "brightview window cleaning inc",
"quickbooks_vendor_id": "12",
"quickbooks_account_id": "121",
"default_expense_account": "Cleaning",
"invoice_processing_notes": null,
"missing_category_options": false
},
"category_selection": {
"method": "single_assignable_category",
"reason": "Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.",
"confidence": 1,
"category_name": "Cleaning",
"expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
"quickbooks_account_id": "121",
"selected_expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
"selected_expense_category_name": "Cleaning"
}
}QB payload
{
"lookup": {
"quickbooks_vendor_id": "12",
"quickbooks_account_id": "121",
"existing_quickbooks_bill_id": null
},
"bill_created": {
"path": "single_category_direct",
"total": "417.36",
"due_date": "2025-04-03",
"doc_number": "14491",
"vendor_ref": "12",
"account_ref": "121",
"jkath_terms": "Net 30",
"vendor_terms": "",
"quickbooks_bill_id": "315",
"resolved_expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50"
},
"attachment_uploaded": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "315"
}
}Raw payload
{
"run_id": "run_d3dcb6acd0044649867411b977067fec",
"source": "make.com",
"run_key": "05-12-2026-026",
"make_trace_id": "make-20260511_230756_287",
"source_file_name": "JkathDesignBuildReinvent-Invoice14491.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/JkathDesignBuildReinvent-Invoice14491.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABiog",
"source_dropbox_rev": "0165196d22a5d3100000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "e300a08e9da3b5fd5be6bfa06a50fc38b739384bbf8e8ba778f326cd546eed1d",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/JkathDesignBuildReinvent-Invoice14491.pdf",
"multi_invoice_group_id": "bill_9a9020cc47e644dc9ba4ea54e64ac1b6",
"processing_dropbox_rev": "016519716ae264e00000003549f4393",
"multi_invoice_source_payload": {
"notes": "Single invoice in this PDF. Tax rate explicitly stated as 8.125%.",
"invoices": [
{
"tax": 31.36,
"notes": "Vendor also does business as 'My Brightview Cleaning'. Project name inferred from the job address '5503 Lakeview' listed on the first line item row.",
"terms": null,
"total": 417.36,
"due_date": null,
"shipping": 0,
"subtotal": 386,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0.95,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 30,
"amount": 60,
"unit_price": 2,
"description": "5503 Lakeview"
},
{
"qty": 36,
"amount": 108,
"unit_price": 3,
"description": "1. Windows (Interior Only)"
},
{
"qty": 198,
"amount": 198,
"unit_price": 1,
"description": "2. Windows (Interior Only)"
},
{
"qty": 10,
"amount": 20,
"unit_price": 2,
"description": "Screens"
}
],
"vendor_name": "Brightview Window Cleaning, Inc.",
"invoice_date": "2025-03-04",
"project_name": "5503 Lakeview",
"document_type": "invoice",
"invoice_number": "14491",
"is_billable_invoice": true
}
]
}
}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": "JkathDesignBuildReinvent-Invoice14491.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/JkathDesignBuildReinvent-Invoice14491.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/JkathDesignBuildReinvent-Invoice14491.pdf"
}Time
05/11/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "417.36",
"message": "Claude extraction parsed and stored.",
"due_date": "2025-04-03",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-026-INV-022",
"vendor_name": "Brightview Window Cleaning, Inc.",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3233",
"invoice_date": "2025-03-04",
"vendor_terms": null,
"make_trace_id": "make-20260511_230756_287",
"output_tokens": "446",
"bill_import_id": "bill_9a9020cc47e644dc9ba4ea54e64ac1b6",
"invoice_number": "14491",
"vendor_due_date": null,
"source_file_name": "JkathDesignBuildReinvent-Invoice14491.pdf",
"claude_message_id": "msg_01BnDnGpAbxRS4EeDqB3HKWd",
"multi_invoice_count": 1,
"multi_invoice_index": 1
}Time
05/11/2026
Event
ALIAS LOOKUP COMPLETED
Message
Vendor alias lookup matched a portal vendor.
Payload
{
"found": true,
"message": "Looked up parsed vendor name against portal aliases.",
"alias_id": "cmp1abgmk0060agtbwt183ghe",
"vendor_id": "vend_222743d20ceb433681f6594296a84a8e",
"process_key": "05-12-2026-026-INV-022",
"vendor_name": "Brightview Window Cleaning, Inc.",
"make_trace_id": "make-20260511_230756_287",
"bill_import_id": "bill_9a9020cc47e644dc9ba4ea54e64ac1b6",
"canonical_name": "BrightView",
"category_count": 1,
"invoice_number": "14491",
"category_options": [
{
"name": "Cleaning",
"notes": "Mapped from JKath historical QuickBooks export: Building Services:Cleaning (22).",
"expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
"fully_qualified_name": "Building Services:Cleaning",
"quickbooks_account_id": "121",
"vendor_expense_category_id": "cmp1bazb8003w13pfc3kv8v3n"
}
],
"source_file_name": "JkathDesignBuildReinvent-Invoice14491.pdf",
"category_selection": {
"method": "single_assignable_category",
"reason": "Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.",
"confidence": 1,
"category_name": "Cleaning",
"expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
"quickbooks_account_id": "121",
"selected_expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
"selected_expense_category_name": "Cleaning"
},
"expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
"normalized_alias_key": "brightview window cleaning inc",
"quickbooks_vendor_id": "12",
"default_expense_account": "Cleaning",
"missing_category_options": false
}Time
05/11/2026
Event
QB LOOKUP COMPLETED
Message
QuickBooks vendor, account, and duplicate bill lookup completed.
Payload
{
"path": "single_category_direct",
"message": "QuickBooks lookup completed before create-or-duplicate routing.",
"process_key": "05-12-2026-026-INV-022",
"vendor_name": "BrightView",
"make_trace_id": "make-20260511_230756_287",
"bill_import_id": "bill_9a9020cc47e644dc9ba4ea54e64ac1b6",
"invoice_number": "14491",
"source_file_name": "JkathDesignBuildReinvent-Invoice14491.pdf",
"quickbooks_vendor_id": "12",
"quickbooks_account_id": "121",
"existing_quickbooks_bill_id": null
}Time
05/11/2026
Event
QB BILL CREATED
Message
QuickBooks Bill created.
Payload
{
"path": "single_category_direct",
"message": "QuickBooks Bill created from invoice import.",
"process_key": "05-12-2026-026-INV-022",
"make_trace_id": "make-20260511_230756_287",
"bill_import_id": "bill_9a9020cc47e644dc9ba4ea54e64ac1b6",
"source_file_name": "JkathDesignBuildReinvent-Invoice14491.pdf",
"quickbooks_bill_id": "315",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "417.36",
"due_date": "2025-04-03",
"doc_number": "14491",
"vendor_ref": "12",
"account_ref": "121",
"jkath_terms": "Net 30",
"vendor_terms": "",
"quickbooks_bill_id": "315"
},
"quickbooks_account_id": "121",
"resolved_expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50"
}Time
05/11/2026
Event
ATTACHMENT UPLOADED
Message
Source file attached to the QuickBooks Bill.
Payload
{
"path": "single_category_direct",
"message": "Source file uploaded to QuickBooks Bill.",
"process_key": "05-12-2026-026-INV-022",
"make_trace_id": "make-20260511_230756_287",
"bill_import_id": "bill_9a9020cc47e644dc9ba4ea54e64ac1b6",
"source_file_name": "JkathDesignBuildReinvent-Invoice14491.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "315"
},
"quickbooks_bill_id": "315"
}Time
05/11/2026
Event
FILE MOVED
Message
Final invoice file moved.
Payload
{
"path": "single_category_direct",
"status": "CREATED_IN_QBO",
"message": "Processed invoice file moved after QuickBooks Bill creation.",
"outcome": "processed",
"process_key": "05-12-2026-026-INV-022",
"make_trace_id": "make-20260511_230756_287",
"bill_import_id": "bill_9a9020cc47e644dc9ba4ea54e64ac1b6",
"final_file_name": "BrightView_INV-14491.pdf",
"source_file_name": "JkathDesignBuildReinvent-Invoice14491.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/fju3tpdhxd0895ro28a3m/BrightView_INV-14491.pdf?rlkey=2hxw7phkzv0h5hdu9fo471nht&dl=0",
"quickbooks_bill_id": "315",
"multi_invoice_group_id": "bill_9a9020cc47e644dc9ba4ea54e64ac1b6"
}