Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
225009
Total
$526.50
Invoice data
- Detected vendor
- Limitless Exposure LLC
- Matched vendor
- Limitless Exposure LLC
- Matched alias
- Limitless Exposure LLC
- Category
- Marketing & Advertising:Marketing- Website
- Category method
- Claude category selection
- Invoice date
- 03/03/2025
- Due date
- 04/02/2025
- Vendor terms
- Net 15
- Jkath terms
- Net 30
- QB Bill ID
- 316
Category reason
The invoice is explicitly for 'Website - MAINTENANCE SERVICES' on the 'JKATH DESIGN BUILD + REINVENT Website', and the project context is 'Monthly Website Maintenance'. This maps directly to the 'Marketing- Website' subcategory (cat_bc1043051876437ca92797d7660b398a), which is the most specific and appropriate match among the allowed options, taking precedence over the broader 'Marketing & Advertising' or 'Computer, Internet, & Software' categories.
File result
- Final file
- LimitlessExposureLLC_INV-225009.pdf
- Outcome
- processed
- Details
- QuickBooks Bill created successfully. Source file attached to the Bill.
Processing Context
- Invoice ID
- 05-12-2026-026-INV-023
- Run ID
- 05-12-2026-026
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- Invoice_225009_revised_from_Limitless_Exposure_LLC.pdf
Stored payloads
Claude parse payload
{
"tax": 0,
"notes": "Invoice is marked '225009 (revised)'. The invoice number has been recorded without the '(revised)' suffix; the revision status is noted here. Remittance address: Limitless Exposure LLC, 1798 Laurel Ave, St. Paul, MN 55104. Additional hours billed at $195.00/hr; unused hours do not roll over; agreement auto-renews at 6-year or 1-year increments.",
"terms": "Net 15",
"total": 526.5,
"due_date": "2025-03-18",
"shipping": 0,
"subtotal": 526.5,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0.99,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 1,
"amount": 526.5,
"unit_price": 526.5,
"description": "Website - MAINTENANCE SERVICES (3 hrs/month) MARCH 2025 | Site: JKATH DESIGN BUILD + REINVENT Website | Service term: March 1, 2025 - February 28, 2026; 3-hours/month | Monthly fee includes 10% discount for annual billing"
}
],
"vendor_name": "Limitless Exposure LLC",
"invoice_date": "2025-03-03",
"project_name": "Monthly Website Maintenance",
"document_type": "invoice",
"invoice_number": "225009",
"is_billable_invoice": true
}Vendor match payload
{
"alias_lookup": {
"found": true,
"alias_id": "cmp1abls2009yagtbmv9adu9l",
"vendor_id": "vend_40d6cde5b5584b3a99f6bfbbb30d5ab0",
"alias_name": "Limitless Exposure LLC",
"canonical_name": "Limitless Exposure LLC",
"category_count": 3,
"category_options": [
{
"name": "Computer, Internet, & Software",
"notes": "Mapped from JKath historical QuickBooks export: Computer, Internet, & Software (1).",
"expense_category_id": "cat_a14fcd4c0e5d4fde8e584f03fa8701b9",
"fully_qualified_name": "Computer, Internet, & Software",
"quickbooks_account_id": "143",
"vendor_expense_category_id": "cmp1bb3e1006013pf194h3qo1"
},
{
"name": "Marketing & Advertising",
"notes": "Mapped from JKath historical QuickBooks export: Marketing & Advertising (4).",
"expense_category_id": "cat_a705d1f61e88472eaa53b4d214bbb5c9",
"fully_qualified_name": "Marketing & Advertising",
"quickbooks_account_id": "148",
"vendor_expense_category_id": "cmp1bb3gn006213pfv08dl0ot"
},
{
"name": "Marketing- Website",
"notes": "Mapped from JKath historical QuickBooks export: Marketing & Advertising:Marketing- Website (18).",
"expense_category_id": "cat_bc1043051876437ca92797d7660b398a",
"fully_qualified_name": "Marketing & Advertising:Marketing- Website",
"quickbooks_account_id": "150",
"vendor_expense_category_id": "cmp1bb3j7006413pfclcxxk64"
}
],
"expense_category_id": null,
"normalized_alias_key": "limitless exposure llc",
"quickbooks_vendor_id": "54",
"quickbooks_account_id": null,
"default_expense_account": null,
"invoice_processing_notes": null,
"missing_category_options": false
},
"category_selection": {
"reason": "The invoice is explicitly for 'Website - MAINTENANCE SERVICES' on the 'JKATH DESIGN BUILD + REINVENT Website', and the project context is 'Monthly Website Maintenance'. This maps directly to the 'Marketing- Website' subcategory (cat_bc1043051876437ca92797d7660b398a), which is the most specific and appropriate match among the allowed options, taking precedence over the broader 'Marketing & Advertising' or 'Computer, Internet, & Software' categories.",
"confidence": 0.97,
"category_name": "Marketing- Website",
"expense_category_id": "cat_bc1043051876437ca92797d7660b398a",
"quickbooks_account_id": "150",
"selected_expense_category_id": "cat_bc1043051876437ca92797d7660b398a",
"selected_expense_category_name": "Marketing- Website"
}
}QB payload
{
"lookup": {
"quickbooks_vendor_id": "54",
"quickbooks_account_id": "150",
"existing_quickbooks_bill_id": null
},
"bill_created": {
"path": "multi_category_direct",
"total": "526.50",
"due_date": "2025-04-02",
"doc_number": "225009",
"vendor_ref": "54",
"account_ref": "150",
"jkath_terms": "Net 30",
"vendor_terms": "Net 15",
"quickbooks_bill_id": "316",
"resolved_expense_category_id": "cat_bc1043051876437ca92797d7660b398a"
},
"attachment_uploaded": {
"path": "multi_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "316"
}
}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": "Invoice_225009_revised_from_Limitless_Exposure_LLC.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Invoice_225009_revised_from_Limitless_Exposure_LLC.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABipg",
"source_dropbox_rev": "0165196d22c1b7200000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "d78e8fe36f729985a195a31b6d785dd1a6a3d1203b8c5a88fcd0a891adadb7a4",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Invoice_225009_revised_from_Limitless_Exposure_LLC.pdf",
"multi_invoice_group_id": "bill_4fbc0bfa7a5843c08f88ef5d85db6524",
"processing_dropbox_rev": "016519717839d7800000003549f4393",
"multi_invoice_source_payload": {
"notes": "PDF contains a single invoice (revised version) from Limitless Exposure LLC for monthly website maintenance services billed to Jkath Design Build + Reinvent. Page 2 contains only the remittance mailing address.",
"invoices": [
{
"tax": 0,
"notes": "Invoice is marked '225009 (revised)'. The invoice number has been recorded without the '(revised)' suffix; the revision status is noted here. Remittance address: Limitless Exposure LLC, 1798 Laurel Ave, St. Paul, MN 55104. Additional hours billed at $195.00/hr; unused hours do not roll over; agreement auto-renews at 6-year or 1-year increments.",
"terms": "Net 15",
"total": 526.5,
"due_date": "2025-03-18",
"shipping": 0,
"subtotal": 526.5,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0.99,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 1,
"amount": 526.5,
"unit_price": 526.5,
"description": "Website - MAINTENANCE SERVICES (3 hrs/month) MARCH 2025 | Site: JKATH DESIGN BUILD + REINVENT Website | Service term: March 1, 2025 - February 28, 2026; 3-hours/month | Monthly fee includes 10% discount for annual billing"
}
],
"vendor_name": "Limitless Exposure LLC",
"invoice_date": "2025-03-03",
"project_name": "Monthly Website Maintenance",
"document_type": "invoice",
"invoice_number": "225009",
"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": "Invoice_225009_revised_from_Limitless_Exposure_LLC.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Invoice_225009_revised_from_Limitless_Exposure_LLC.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Invoice_225009_revised_from_Limitless_Exposure_LLC.pdf"
}Time
05/11/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "526.50",
"message": "Claude extraction parsed and stored.",
"due_date": "2025-04-02",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-026-INV-023",
"vendor_name": "Limitless Exposure LLC",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "4945",
"invoice_date": "2025-03-03",
"vendor_terms": "Net 15",
"make_trace_id": "make-20260511_230756_287",
"output_tokens": "514",
"bill_import_id": "bill_4fbc0bfa7a5843c08f88ef5d85db6524",
"invoice_number": "225009",
"vendor_due_date": "2025-03-18",
"source_file_name": "Invoice_225009_revised_from_Limitless_Exposure_LLC.pdf",
"claude_message_id": "msg_01QzZ51rY78bHRRzjkLvFw3A",
"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": "cmp1abls2009yagtbmv9adu9l",
"vendor_id": "vend_40d6cde5b5584b3a99f6bfbbb30d5ab0",
"process_key": "05-12-2026-026-INV-023",
"vendor_name": "Limitless Exposure LLC",
"make_trace_id": "make-20260511_230756_287",
"bill_import_id": "bill_4fbc0bfa7a5843c08f88ef5d85db6524",
"canonical_name": "Limitless Exposure LLC",
"category_count": 3,
"invoice_number": "225009",
"category_options": [
{
"name": "Computer, Internet, & Software",
"notes": "Mapped from JKath historical QuickBooks export: Computer, Internet, & Software (1).",
"expense_category_id": "cat_a14fcd4c0e5d4fde8e584f03fa8701b9",
"fully_qualified_name": "Computer, Internet, & Software",
"quickbooks_account_id": "143",
"vendor_expense_category_id": "cmp1bb3e1006013pf194h3qo1"
},
{
"name": "Marketing & Advertising",
"notes": "Mapped from JKath historical QuickBooks export: Marketing & Advertising (4).",
"expense_category_id": "cat_a705d1f61e88472eaa53b4d214bbb5c9",
"fully_qualified_name": "Marketing & Advertising",
"quickbooks_account_id": "148",
"vendor_expense_category_id": "cmp1bb3gn006213pfv08dl0ot"
},
{
"name": "Marketing- Website",
"notes": "Mapped from JKath historical QuickBooks export: Marketing & Advertising:Marketing- Website (18).",
"expense_category_id": "cat_bc1043051876437ca92797d7660b398a",
"fully_qualified_name": "Marketing & Advertising:Marketing- Website",
"quickbooks_account_id": "150",
"vendor_expense_category_id": "cmp1bb3j7006413pfclcxxk64"
}
],
"source_file_name": "Invoice_225009_revised_from_Limitless_Exposure_LLC.pdf",
"expense_category_id": null,
"normalized_alias_key": "limitless exposure llc",
"quickbooks_vendor_id": "54",
"default_expense_account": null,
"missing_category_options": false
}Time
05/11/2026
Event
CATEGORY SELECTION COMPLETED
Message
Expense category selected for bill import.
Payload
{
"message": "Claude selected an expense category from allowed portal options.",
"process_key": "05-12-2026-026-INV-023",
"vendor_name": "Limitless Exposure LLC",
"category_name": "Marketing- Website",
"make_trace_id": "make-20260511_230756_287",
"bill_import_id": "bill_4fbc0bfa7a5843c08f88ef5d85db6524",
"source_file_name": "Invoice_225009_revised_from_Limitless_Exposure_LLC.pdf",
"selection_payload": {
"reason": "The invoice is explicitly for 'Website - MAINTENANCE SERVICES' on the 'JKATH DESIGN BUILD + REINVENT Website', and the project context is 'Monthly Website Maintenance'. This maps directly to the 'Marketing- Website' subcategory (cat_bc1043051876437ca92797d7660b398a), which is the most specific and appropriate match among the allowed options, taking precedence over the broader 'Marketing & Advertising' or 'Computer, Internet, & Software' categories.",
"confidence": 0.97,
"selected_expense_category_id": "cat_bc1043051876437ca92797d7660b398a",
"selected_expense_category_name": "Marketing- Website"
},
"expense_category_id": "cat_bc1043051876437ca92797d7660b398a",
"quickbooks_account_id": "150"
}Time
05/11/2026
Event
QB LOOKUP COMPLETED
Message
QuickBooks vendor, account, and duplicate bill lookup completed.
Payload
{
"path": "multi_category_direct",
"message": "QuickBooks lookup completed before create-or-duplicate routing.",
"process_key": "05-12-2026-026-INV-023",
"vendor_name": "Limitless Exposure LLC",
"make_trace_id": "make-20260511_230756_287",
"bill_import_id": "bill_4fbc0bfa7a5843c08f88ef5d85db6524",
"invoice_number": "225009",
"source_file_name": "Invoice_225009_revised_from_Limitless_Exposure_LLC.pdf",
"quickbooks_vendor_id": "54",
"quickbooks_account_id": "150",
"existing_quickbooks_bill_id": null
}Time
05/11/2026
Event
QB BILL CREATED
Message
QuickBooks Bill created.
Payload
{
"path": "multi_category_direct",
"message": "QuickBooks Bill created from invoice import.",
"process_key": "05-12-2026-026-INV-023",
"make_trace_id": "make-20260511_230756_287",
"bill_import_id": "bill_4fbc0bfa7a5843c08f88ef5d85db6524",
"source_file_name": "Invoice_225009_revised_from_Limitless_Exposure_LLC.pdf",
"quickbooks_bill_id": "316",
"quickbooks_payload": {
"path": "multi_category_direct",
"total": "526.50",
"due_date": "2025-04-02",
"doc_number": "225009",
"vendor_ref": "54",
"account_ref": "150",
"jkath_terms": "Net 30",
"vendor_terms": "Net 15",
"quickbooks_bill_id": "316"
},
"quickbooks_account_id": "150",
"resolved_expense_category_id": "cat_bc1043051876437ca92797d7660b398a"
}Time
05/11/2026
Event
ATTACHMENT UPLOADED
Message
Source file attached to the QuickBooks Bill.
Payload
{
"path": "multi_category_direct",
"message": "Source file uploaded to QuickBooks Bill.",
"process_key": "05-12-2026-026-INV-023",
"make_trace_id": "make-20260511_230756_287",
"bill_import_id": "bill_4fbc0bfa7a5843c08f88ef5d85db6524",
"source_file_name": "Invoice_225009_revised_from_Limitless_Exposure_LLC.pdf",
"attachment_payload": {
"path": "multi_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "316"
},
"quickbooks_bill_id": "316"
}Time
05/11/2026
Event
FILE MOVED
Message
Final invoice file moved.
Payload
{
"path": "multi_category_direct",
"status": "CREATED_IN_QBO",
"message": "Processed invoice file moved after QuickBooks Bill creation.",
"outcome": "processed",
"process_key": "05-12-2026-026-INV-023",
"make_trace_id": "make-20260511_230756_287",
"bill_import_id": "bill_4fbc0bfa7a5843c08f88ef5d85db6524",
"final_file_name": "LimitlessExposureLLC_INV-225009.pdf",
"source_file_name": "Invoice_225009_revised_from_Limitless_Exposure_LLC.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/gg90jebey9x7jy40iwk8o/LimitlessExposureLLC_INV-225009.pdf?rlkey=wf3wptcgfhkq6vto9u1099ofu&dl=0",
"quickbooks_bill_id": "316",
"multi_invoice_group_id": "bill_4fbc0bfa7a5843c08f88ef5d85db6524"
}