Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
14499
Total
$896.36
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
- 03/07/2025
- Due date
- 04/06/2025
- Vendor terms
- Not set
- Jkath terms
- Net 30
- QB Bill ID
- 325
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-14499.pdf
- Outcome
- processed
- Details
- QuickBooks Bill created successfully. Source file attached to the Bill.
Processing Context
- Invoice ID
- 05-12-2026-027-INV-005
- Run ID
- 05-12-2026-027
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- Brightview Window Cleaning Invoice14499.pdf
Stored payloads
Claude parse payload
{
"tax": 67.36,
"notes": "Vendor also operates under the DBA 'My Brightview Cleaning'. Bill-to client is Jkath Design Build & Reinvent. Tax rate stated as 8.125%.",
"terms": null,
"total": 896.36,
"due_date": null,
"shipping": 0,
"subtotal": 829,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0.95,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 1,
"amount": 500,
"unit_price": 500,
"description": "8701 Bentwood Dr (final clean & vacuum)"
},
{
"qty": 16,
"amount": 64,
"unit_price": 4,
"description": "Windows (interior)"
},
{
"qty": 15,
"amount": 150,
"unit_price": 10,
"description": "Windows (interior)"
},
{
"qty": 5,
"amount": 15,
"unit_price": 3,
"description": "Screens"
},
{
"qty": 10,
"amount": 100,
"unit_price": 10,
"description": "Clip-on storms"
}
],
"vendor_name": "Brightview Window Cleaning, Inc.",
"invoice_date": "2025-03-07",
"project_name": "8701 Bentwood Dr",
"document_type": "invoice",
"invoice_number": "14499",
"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": "896.36",
"due_date": "2025-04-06",
"doc_number": "14499",
"vendor_ref": "12",
"account_ref": "121",
"jkath_terms": "Net 30",
"vendor_terms": "",
"quickbooks_bill_id": "325",
"resolved_expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50"
},
"attachment_uploaded": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "325"
}
}Raw payload
{
"run_id": "run_594bd3eabfc6479e8864a025f93b86a9",
"source": "make.com",
"run_key": "05-12-2026-027",
"make_trace_id": "make-20260511_232719_376",
"source_file_name": "Brightview Window Cleaning Invoice14499.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Brightview Window Cleaning Invoice14499.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABiig",
"source_dropbox_rev": "016519746afd69600000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "c27bba78b112c4e7db5817b91bfed0a65b5147672337408ee373284f72aa511d",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Brightview Window Cleaning Invoice14499.pdf",
"multi_invoice_group_id": "bill_9cc0c70e7bdf4e96a2abc1f65ab0b33e",
"processing_dropbox_rev": "01651974bd5635900000003549f4393",
"multi_invoice_source_payload": {
"notes": "Single invoice in this PDF. No payment terms or due date stated.",
"invoices": [
{
"tax": 67.36,
"notes": "Vendor also operates under the DBA 'My Brightview Cleaning'. Bill-to client is Jkath Design Build & Reinvent. Tax rate stated as 8.125%.",
"terms": null,
"total": 896.36,
"due_date": null,
"shipping": 0,
"subtotal": 829,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0.95,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 1,
"amount": 500,
"unit_price": 500,
"description": "8701 Bentwood Dr (final clean & vacuum)"
},
{
"qty": 16,
"amount": 64,
"unit_price": 4,
"description": "Windows (interior)"
},
{
"qty": 15,
"amount": 150,
"unit_price": 10,
"description": "Windows (interior)"
},
{
"qty": 5,
"amount": 15,
"unit_price": 3,
"description": "Screens"
},
{
"qty": 10,
"amount": 100,
"unit_price": 10,
"description": "Clip-on storms"
}
],
"vendor_name": "Brightview Window Cleaning, Inc.",
"invoice_date": "2025-03-07",
"project_name": "8701 Bentwood Dr",
"document_type": "invoice",
"invoice_number": "14499",
"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": "Brightview Window Cleaning Invoice14499.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Brightview Window Cleaning Invoice14499.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Brightview Window Cleaning Invoice14499.pdf"
}Time
05/11/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "896.36",
"message": "Claude extraction parsed and stored.",
"due_date": "2025-04-06",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-027-INV-005",
"vendor_name": "Brightview Window Cleaning, Inc.",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3251",
"invoice_date": "2025-03-07",
"vendor_terms": null,
"make_trace_id": "make-20260511_232719_376",
"output_tokens": "483",
"bill_import_id": "bill_9cc0c70e7bdf4e96a2abc1f65ab0b33e",
"invoice_number": "14499",
"vendor_due_date": null,
"source_file_name": "Brightview Window Cleaning Invoice14499.pdf",
"claude_message_id": "msg_01VJWBcMFq2j5RmPXjtB2ihd",
"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": "05-12-2026-027-INV-005",
"vendor_name": "Brightview Window Cleaning, Inc.",
"make_trace_id": "make-20260511_232719_376",
"bill_import_id": "bill_9cc0c70e7bdf4e96a2abc1f65ab0b33e",
"canonical_name": "BrightView",
"category_count": 1,
"invoice_number": "14499",
"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": "Brightview Window Cleaning Invoice14499.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": "05-12-2026-027-INV-005",
"vendor_name": "BrightView",
"make_trace_id": "make-20260511_232719_376",
"bill_import_id": "bill_9cc0c70e7bdf4e96a2abc1f65ab0b33e",
"invoice_number": "14499",
"source_file_name": "Brightview Window Cleaning Invoice14499.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": "05-12-2026-027-INV-005",
"make_trace_id": "make-20260511_232719_376",
"bill_import_id": "bill_9cc0c70e7bdf4e96a2abc1f65ab0b33e",
"source_file_name": "Brightview Window Cleaning Invoice14499.pdf",
"quickbooks_bill_id": "325",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "896.36",
"due_date": "2025-04-06",
"doc_number": "14499",
"vendor_ref": "12",
"account_ref": "121",
"jkath_terms": "Net 30",
"vendor_terms": "",
"quickbooks_bill_id": "325"
},
"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": "05-12-2026-027-INV-005",
"make_trace_id": "make-20260511_232719_376",
"bill_import_id": "bill_9cc0c70e7bdf4e96a2abc1f65ab0b33e",
"source_file_name": "Brightview Window Cleaning Invoice14499.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "325"
},
"quickbooks_bill_id": "325"
}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": "05-12-2026-027-INV-005",
"make_trace_id": "make-20260511_232719_376",
"bill_import_id": "bill_9cc0c70e7bdf4e96a2abc1f65ab0b33e",
"final_file_name": "BrightView_INV-14499.pdf",
"source_file_name": "Brightview Window Cleaning Invoice14499.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/jeytleny498n8i9xq6dwk/BrightView_INV-14499.pdf?rlkey=d08mr2ub8ne5ewbz0ayqpobyb&dl=0",
"quickbooks_bill_id": "325",
"multi_invoice_group_id": "bill_9cc0c70e7bdf4e96a2abc1f65ab0b33e"
}