Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
10074
Total
$734.00
Invoice data
- Detected vendor
- The Brands at Rabbit Creek
- Matched vendor
- The Brands at Rabbit Creek
- Matched alias
- The Brands at Rabbit Creek
- Category
- Building Materials:Lighting
- Category method
- Single assignable category
- Invoice date
- 02/17/2025
- Due date
- 03/19/2025
- Vendor terms
- 50% down, 50% at delivery
- Jkath terms
- Net 30
- QB Bill ID
- 329
Category reason
Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.
File result
- Final file
- TheBrandsatRabbitCreek_INV-10074.pdf
- Outcome
- processed
- Details
- QuickBooks Bill created successfully. Source file attached to the Bill.
Processing Context
- Invoice ID
- 05-12-2026-028-INV-002
- Run ID
- 05-12-2026-028
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- Invoice_10074_from_The_Brands_at_Rabbit_Creek_DUPLICATE-BILL.pdf
Stored payloads
Claude parse payload
{
"tax": 0,
"notes": "Invoice is marked Overdue as of 03/10/2025. A deposit of $372.50 has been paid; balance due is $361.50. Shipping of $75.00 is listed separately outside the subtotal. Credit card service charge of $11.00 is included as a line item within the subtotal.",
"terms": "50% down, 50% at delivery",
"total": 734,
"due_date": "2025-03-10",
"shipping": 75,
"subtotal": 659,
"confidence": {
"total": 1,
"vendor_name": 1,
"invoice_date": 1,
"project_name": 1,
"invoice_number": 1
},
"line_items": [
{
"qty": 1,
"amount": 347,
"unit_price": 347,
"description": "Wall sconces - 15-1124WT, Eloise Ceramic Sconce (White)"
},
{
"qty": 1,
"amount": 12,
"unit_price": 12,
"description": "Bulbs - 60 Watt White LED Equiv. A E26 - 2700k, Dimmable"
},
{
"qty": 1,
"amount": 277,
"unit_price": 277,
"description": "Flush mount - 16-1355NB, Pantry Flush Mount (Natural Brass)"
},
{
"qty": 1,
"amount": 12,
"unit_price": 12,
"description": "Bulbs - 60 Watt White LED Equiv. A E26 - 2700k, Dimmable"
},
{
"qty": 1,
"amount": 11,
"unit_price": 11,
"description": "Credit Card service charge"
}
],
"vendor_name": "The Brands at Rabbit Creek",
"invoice_date": "2025-02-17",
"project_name": "43rd Avenue South",
"document_type": "invoice",
"invoice_number": "10074",
"is_billable_invoice": true
}Vendor match payload
{
"alias_lookup": {
"found": true,
"alias_id": "alias_9c46512b0ff84fbc968c9638e67896ff",
"vendor_id": "vend_3b6497ef80064fe786570a68637d21fd",
"alias_name": "The Brands at Rabbit Creek",
"canonical_name": "The Brands at Rabbit Creek",
"category_count": 1,
"category_options": [
{
"name": "Lighting",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Lighting (23).",
"expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"fully_qualified_name": "Building Materials:Lighting",
"quickbooks_account_id": "110",
"vendor_expense_category_id": "cmp1bawns002e13pf9bu7vqmk"
}
],
"expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"normalized_alias_key": "the brands at rabbit creek",
"quickbooks_vendor_id": "84",
"quickbooks_account_id": "110",
"default_expense_account": "Lighting",
"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": "Lighting",
"expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"quickbooks_account_id": "110",
"selected_expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"selected_expense_category_name": "Lighting"
}
}QB payload
{
"lookup": {
"quickbooks_vendor_id": "84",
"quickbooks_account_id": "110",
"existing_quickbooks_bill_id": null
},
"bill_created": {
"path": "single_category_direct",
"total": "734.00",
"due_date": "2025-03-19",
"doc_number": "10074",
"vendor_ref": "84",
"account_ref": "110",
"jkath_terms": "Net 30",
"vendor_terms": "50% down, 50% at delivery",
"quickbooks_bill_id": "329",
"resolved_expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c"
},
"attachment_uploaded": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "329"
}
}Raw payload
{
"run_id": "run_b9030b8bbfeb4a7dbb563a6b5867a732",
"source": "make.com",
"run_key": "05-12-2026-028",
"make_trace_id": "make-20260511_233856_954",
"source_file_name": "Invoice_10074_from_The_Brands_at_Rabbit_Creek_DUPLICATE-BILL.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Invoice_10074_from_The_Brands_at_Rabbit_Creek_DUPLICATE-BILL.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABijQ",
"source_dropbox_rev": "01651976f34316300000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "0bb0eead1d29c4d1e7d0fed0d1f45067200ad0f440a2687ad8330f672fbf8a16",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Invoice_10074_from_The_Brands_at_Rabbit_Creek_DUPLICATE-BILL.pdf",
"multi_invoice_group_id": "bill_41bd4ff365ec4b1d878e093b17726b42",
"processing_dropbox_rev": "016519772065bc700000003549f4393",
"multi_invoice_source_payload": {
"notes": "PDF contains a single invoice. Page 2 is blank.",
"invoices": [
{
"tax": 0,
"notes": "Invoice is marked Overdue as of 03/10/2025. A deposit of $372.50 has been paid; balance due is $361.50. Shipping of $75.00 is listed separately outside the subtotal. Credit card service charge of $11.00 is included as a line item within the subtotal.",
"terms": "50% down, 50% at delivery",
"total": 734,
"due_date": "2025-03-10",
"shipping": 75,
"subtotal": 659,
"confidence": {
"total": 1,
"vendor_name": 1,
"invoice_date": 1,
"project_name": 1,
"invoice_number": 1
},
"line_items": [
{
"qty": 1,
"amount": 347,
"unit_price": 347,
"description": "Wall sconces - 15-1124WT, Eloise Ceramic Sconce (White)"
},
{
"qty": 1,
"amount": 12,
"unit_price": 12,
"description": "Bulbs - 60 Watt White LED Equiv. A E26 - 2700k, Dimmable"
},
{
"qty": 1,
"amount": 277,
"unit_price": 277,
"description": "Flush mount - 16-1355NB, Pantry Flush Mount (Natural Brass)"
},
{
"qty": 1,
"amount": 12,
"unit_price": 12,
"description": "Bulbs - 60 Watt White LED Equiv. A E26 - 2700k, Dimmable"
},
{
"qty": 1,
"amount": 11,
"unit_price": 11,
"description": "Credit Card service charge"
}
],
"vendor_name": "The Brands at Rabbit Creek",
"invoice_date": "2025-02-17",
"project_name": "43rd Avenue South",
"document_type": "invoice",
"invoice_number": "10074",
"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_10074_from_The_Brands_at_Rabbit_Creek_DUPLICATE-BILL.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Invoice_10074_from_The_Brands_at_Rabbit_Creek_DUPLICATE-BILL.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Invoice_10074_from_The_Brands_at_Rabbit_Creek_DUPLICATE-BILL.pdf"
}Time
05/11/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "734.00",
"message": "Claude extraction parsed and stored.",
"due_date": "2025-03-19",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-028-INV-002",
"vendor_name": "The Brands at Rabbit Creek",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "4932",
"invoice_date": "2025-02-17",
"vendor_terms": "50% down, 50% at delivery",
"make_trace_id": "make-20260511_233856_954",
"output_tokens": "594",
"bill_import_id": "bill_41bd4ff365ec4b1d878e093b17726b42",
"invoice_number": "10074",
"vendor_due_date": "2025-03-10",
"source_file_name": "Invoice_10074_from_The_Brands_at_Rabbit_Creek_DUPLICATE-BILL.pdf",
"claude_message_id": "msg_01TRP6vpXyxfGppFhYEwWpys",
"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": "alias_9c46512b0ff84fbc968c9638e67896ff",
"vendor_id": "vend_3b6497ef80064fe786570a68637d21fd",
"process_key": "05-12-2026-028-INV-002",
"vendor_name": "The Brands at Rabbit Creek",
"make_trace_id": "make-20260511_233856_954",
"bill_import_id": "bill_41bd4ff365ec4b1d878e093b17726b42",
"canonical_name": "The Brands at Rabbit Creek",
"category_count": 1,
"invoice_number": "10074",
"category_options": [
{
"name": "Lighting",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Lighting (23).",
"expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"fully_qualified_name": "Building Materials:Lighting",
"quickbooks_account_id": "110",
"vendor_expense_category_id": "cmp1bawns002e13pf9bu7vqmk"
}
],
"source_file_name": "Invoice_10074_from_The_Brands_at_Rabbit_Creek_DUPLICATE-BILL.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": "Lighting",
"expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"quickbooks_account_id": "110",
"selected_expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"selected_expense_category_name": "Lighting"
},
"expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c",
"normalized_alias_key": "the brands at rabbit creek",
"quickbooks_vendor_id": "84",
"default_expense_account": "Lighting",
"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": "05-12-2026-028-INV-002",
"vendor_name": "The Brands at Rabbit Creek",
"make_trace_id": "make-20260511_233856_954",
"bill_import_id": "bill_41bd4ff365ec4b1d878e093b17726b42",
"invoice_number": "10074",
"source_file_name": "Invoice_10074_from_The_Brands_at_Rabbit_Creek_DUPLICATE-BILL.pdf",
"quickbooks_vendor_id": "84",
"quickbooks_account_id": "110",
"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": "05-12-2026-028-INV-002",
"make_trace_id": "make-20260511_233856_954",
"bill_import_id": "bill_41bd4ff365ec4b1d878e093b17726b42",
"source_file_name": "Invoice_10074_from_The_Brands_at_Rabbit_Creek_DUPLICATE-BILL.pdf",
"quickbooks_bill_id": "329",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "734.00",
"due_date": "2025-03-19",
"doc_number": "10074",
"vendor_ref": "84",
"account_ref": "110",
"jkath_terms": "Net 30",
"vendor_terms": "50% down, 50% at delivery",
"quickbooks_bill_id": "329"
},
"quickbooks_account_id": "110",
"resolved_expense_category_id": "cat_2821cbfb508544c695dd3151779fca1c"
}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": "05-12-2026-028-INV-002",
"make_trace_id": "make-20260511_233856_954",
"bill_import_id": "bill_41bd4ff365ec4b1d878e093b17726b42",
"source_file_name": "Invoice_10074_from_The_Brands_at_Rabbit_Creek_DUPLICATE-BILL.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "329"
},
"quickbooks_bill_id": "329"
}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": "05-12-2026-028-INV-002",
"make_trace_id": "make-20260511_233856_954",
"bill_import_id": "bill_41bd4ff365ec4b1d878e093b17726b42",
"final_file_name": "TheBrandsatRabbitCreek_INV-10074.pdf",
"source_file_name": "Invoice_10074_from_The_Brands_at_Rabbit_Creek_DUPLICATE-BILL.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/gyit1cqfavz2rkcs1l0sw/TheBrandsatRabbitCreek_INV-10074.pdf?rlkey=motfywc8rplnp2xlq2rjvi15n&dl=0",
"quickbooks_bill_id": "329",
"multi_invoice_group_id": "bill_41bd4ff365ec4b1d878e093b17726b42"
}