Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
801023692
Total
$498.91
Invoice data
- Detected vendor
- Hardware Distributors
- Matched vendor
- Hardware Distributors Ltd
- Matched alias
- Hardware Distributors
- Category
- Building Materials:Cabinet Materials
- Category method
- Single assignable category
- Invoice date
- 03/17/2025
- Due date
- 04/16/2025
- Vendor terms
- 1%-10th Net 30
- Jkath terms
- Net 30
- QB Bill ID
- 337
Category reason
Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.
File result
- Outcome
- processed
- Details
- QuickBooks Bill created successfully. Source file attached to the Bill.
Processing Context
- Invoice ID
- 05-12-2026-029-INV-009
- Run ID
- 05-12-2026-029
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- HDLInvoice 801023692.pdf
Stored payloads
Claude parse payload
{
"tax": 37.51,
"notes": "Two-page invoice. Taxable subtotal: $461.40; Sales tax: $37.51; Freight: $0.00; Misc: $0.00; Total due: $498.91. Customer PO: V038 River Heights. Disc due date: 4/10/2025 (1% discount if paid by that date). Ship via TCITY2, contact Craig Bruno.",
"terms": "1%-10th Net 30",
"total": 498.91,
"due_date": "2025-04-30",
"shipping": 0,
"subtotal": 461.4,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0.95,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 10,
"amount": 3.9,
"unit_price": 0.39,
"description": "HT9072540 - 85-110 Deg. Restriction Clip Sensys"
},
{
"qty": 2,
"amount": 22.54,
"unit_price": 11.27,
"description": "RSRV.50.17.8 - 50Qt WasteBin Only SLVR OP BOX D"
},
{
"qty": 6,
"amount": 107.22,
"unit_price": 17.87,
"description": "B563H 4570B - 18 Tndm SoftCl 5/8mat Fullext 100lb 6-7X58F NI"
},
{
"qty": 6,
"amount": 16.92,
"unit_price": 2.82,
"description": "B071T3790 - 110 Inset Self Close Inserta PADS"
},
{
"qty": 6,
"amount": 27.48,
"unit_price": 4.58,
"description": "B071B3790 - 110 Inset Soft Close Inserta PADS"
},
{
"qty": 8,
"amount": 16.8,
"unit_price": 2.1,
"description": "B173H9100.12 - 19mm WingPlate Vert-Cam No.7 screw 2-7X58F NI"
},
{
"qty": 2,
"amount": 2.02,
"unit_price": 1.01,
"description": "B295.3750.03 - Rear Mnt Brkt B554-562-563 4-7X12P ZC"
},
{
"qty": 6,
"amount": 40.56,
"unit_price": 6.76,
"description": "BT51.1901 PS - TandemINSET LockingDevice L/R ASBLY L/R & 4-6X58F NI"
},
{
"qty": 2,
"amount": 13.6,
"unit_price": 6.8,
"description": "SUSDH001 NI - DropLid Hinge 2WayAdj 5/8-3/4mat NI 6-4X58F NI"
},
{
"qty": 1,
"amount": 15.2,
"unit_price": 15.2,
"description": "SUNSDX10 LK - Adjustable SoftDown LH FlapStay NKL"
},
{
"qty": 1000,
"amount": 32,
"unit_price": 0.032,
"description": "SC7X112PM - 7x1-1/2in FF SqDr CoarseThread BRNZ"
},
{
"qty": 16,
"amount": 18.08,
"unit_price": 1.13,
"description": "B175L6660.22 - 6mm FF CastPlate Off-Ctr No.7 Scrw 2-6x34F NI"
},
{
"qty": 20,
"amount": 51.2,
"unit_price": 2.56,
"description": "B071T3590 - 110 Full-OL Self Close Inserta PADS"
},
{
"qty": 16,
"amount": 69.28,
"unit_price": 4.33,
"description": "B071B3590 - 110 Full-OL Soft Close Inserta PADS"
},
{
"qty": 20,
"amount": 24.6,
"unit_price": 1.23,
"description": "B175H910 - 0mm Plate No.7wood or SystemScrew 2-7X58F NI"
}
],
"vendor_name": "Hardware Distributors",
"invoice_date": "2025-03-17",
"project_name": "V038 River Heights",
"document_type": "invoice",
"invoice_number": "801023692",
"is_billable_invoice": true
}Vendor match payload
{
"alias_lookup": {
"found": true,
"alias_id": "cmp1abb7c001uagtbk30htlml",
"vendor_id": "vend_36536bc3a7254b41ac0081eab30ee4d2",
"alias_name": "Hardware Distributors",
"canonical_name": "Hardware Distributors Ltd",
"category_count": 1,
"category_options": [
{
"name": "Cabinet Materials",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (104).",
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"fully_qualified_name": "Building Materials:Cabinet Materials",
"quickbooks_account_id": "105",
"vendor_expense_category_id": "cmp1bauq8001a13pfeqelj5gn"
}
],
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"normalized_alias_key": "hardware distributors",
"quickbooks_vendor_id": "2",
"quickbooks_account_id": "105",
"default_expense_account": "Cabinet Materials",
"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": "Cabinet Materials",
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"quickbooks_account_id": "105",
"selected_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"selected_expense_category_name": "Cabinet Materials"
}
}QB payload
{
"lookup": {
"quickbooks_vendor_id": "2",
"quickbooks_account_id": "105",
"existing_quickbooks_bill_id": null
},
"bill_created": {
"path": "single_category_direct",
"total": "498.91",
"due_date": "2025-04-16",
"doc_number": "801023692",
"vendor_ref": "2",
"account_ref": "105",
"jkath_terms": "Net 30",
"vendor_terms": "1%-10th Net 30",
"quickbooks_bill_id": "337",
"resolved_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62"
},
"attachment_uploaded": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "337"
}
}Raw payload
{
"run_id": "run_1fa161ef00e449eb986f30d6504c6ebe",
"source": "make.com",
"run_key": "05-12-2026-029",
"make_trace_id": "make-20260511_235430_260",
"source_file_name": "HDLInvoice 801023692.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/HDLInvoice 801023692.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABicw",
"source_dropbox_rev": "0165197a802ce8700000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "c0b5a11b82588ffbffcb0ab0bcce2d237d2cad4efaa1b2d175a7826aefedd585",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/HDLInvoice 801023692.pdf",
"multi_invoice_group_id": "bill_09bfdf834c5046d3a5fdc3fd82780792",
"processing_dropbox_rev": "0165197b10707d600000003549f4393",
"multi_invoice_source_payload": {
"notes": "Single invoice spanning two pages (page 1/2 and 2/2), invoice number 801023692 from Hardware Distributors. All line items consolidated into one invoice object.",
"invoices": [
{
"tax": 37.51,
"notes": "Two-page invoice. Taxable subtotal: $461.40; Sales tax: $37.51; Freight: $0.00; Misc: $0.00; Total due: $498.91. Customer PO: V038 River Heights. Disc due date: 4/10/2025 (1% discount if paid by that date). Ship via TCITY2, contact Craig Bruno.",
"terms": "1%-10th Net 30",
"total": 498.91,
"due_date": "2025-04-30",
"shipping": 0,
"subtotal": 461.4,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0.95,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 10,
"amount": 3.9,
"unit_price": 0.39,
"description": "HT9072540 - 85-110 Deg. Restriction Clip Sensys"
},
{
"qty": 2,
"amount": 22.54,
"unit_price": 11.27,
"description": "RSRV.50.17.8 - 50Qt WasteBin Only SLVR OP BOX D"
},
{
"qty": 6,
"amount": 107.22,
"unit_price": 17.87,
"description": "B563H 4570B - 18 Tndm SoftCl 5/8mat Fullext 100lb 6-7X58F NI"
},
{
"qty": 6,
"amount": 16.92,
"unit_price": 2.82,
"description": "B071T3790 - 110 Inset Self Close Inserta PADS"
},
{
"qty": 6,
"amount": 27.48,
"unit_price": 4.58,
"description": "B071B3790 - 110 Inset Soft Close Inserta PADS"
},
{
"qty": 8,
"amount": 16.8,
"unit_price": 2.1,
"description": "B173H9100.12 - 19mm WingPlate Vert-Cam No.7 screw 2-7X58F NI"
},
{
"qty": 2,
"amount": 2.02,
"unit_price": 1.01,
"description": "B295.3750.03 - Rear Mnt Brkt B554-562-563 4-7X12P ZC"
},
{
"qty": 6,
"amount": 40.56,
"unit_price": 6.76,
"description": "BT51.1901 PS - TandemINSET LockingDevice L/R ASBLY L/R & 4-6X58F NI"
},
{
"qty": 2,
"amount": 13.6,
"unit_price": 6.8,
"description": "SUSDH001 NI - DropLid Hinge 2WayAdj 5/8-3/4mat NI 6-4X58F NI"
},
{
"qty": 1,
"amount": 15.2,
"unit_price": 15.2,
"description": "SUNSDX10 LK - Adjustable SoftDown LH FlapStay NKL"
},
{
"qty": 1000,
"amount": 32,
"unit_price": 0.032,
"description": "SC7X112PM - 7x1-1/2in FF SqDr CoarseThread BRNZ"
},
{
"qty": 16,
"amount": 18.08,
"unit_price": 1.13,
"description": "B175L6660.22 - 6mm FF CastPlate Off-Ctr No.7 Scrw 2-6x34F NI"
},
{
"qty": 20,
"amount": 51.2,
"unit_price": 2.56,
"description": "B071T3590 - 110 Full-OL Self Close Inserta PADS"
},
{
"qty": 16,
"amount": 69.28,
"unit_price": 4.33,
"description": "B071B3590 - 110 Full-OL Soft Close Inserta PADS"
},
{
"qty": 20,
"amount": 24.6,
"unit_price": 1.23,
"description": "B175H910 - 0mm Plate No.7wood or SystemScrew 2-7X58F NI"
}
],
"vendor_name": "Hardware Distributors",
"invoice_date": "2025-03-17",
"project_name": "V038 River Heights",
"document_type": "invoice",
"invoice_number": "801023692",
"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": "HDLInvoice 801023692.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/HDLInvoice 801023692.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/HDLInvoice 801023692.pdf"
}Time
05/11/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "498.91",
"message": "Claude extraction parsed and stored.",
"due_date": "2025-04-16",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-029-INV-009",
"vendor_name": "Hardware Distributors",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "5827",
"invoice_date": "2025-03-17",
"vendor_terms": "1%-10th Net 30",
"make_trace_id": "make-20260511_235430_260",
"output_tokens": "1348",
"bill_import_id": "bill_09bfdf834c5046d3a5fdc3fd82780792",
"invoice_number": "801023692",
"vendor_due_date": "2025-04-30",
"source_file_name": "HDLInvoice 801023692.pdf",
"claude_message_id": "msg_01GV8yyAt8AqGbMkSPZLRyyn",
"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": "cmp1abb7c001uagtbk30htlml",
"vendor_id": "vend_36536bc3a7254b41ac0081eab30ee4d2",
"process_key": "05-12-2026-029-INV-009",
"vendor_name": "Hardware Distributors",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_09bfdf834c5046d3a5fdc3fd82780792",
"canonical_name": "Hardware Distributors Ltd",
"category_count": 1,
"invoice_number": "801023692",
"category_options": [
{
"name": "Cabinet Materials",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (104).",
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"fully_qualified_name": "Building Materials:Cabinet Materials",
"quickbooks_account_id": "105",
"vendor_expense_category_id": "cmp1bauq8001a13pfeqelj5gn"
}
],
"source_file_name": "HDLInvoice 801023692.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": "Cabinet Materials",
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"quickbooks_account_id": "105",
"selected_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"selected_expense_category_name": "Cabinet Materials"
},
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"normalized_alias_key": "hardware distributors",
"quickbooks_vendor_id": "2",
"default_expense_account": "Cabinet Materials",
"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": "05-12-2026-029-INV-009",
"vendor_name": "Hardware Distributors Ltd",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_09bfdf834c5046d3a5fdc3fd82780792",
"invoice_number": "801023692",
"source_file_name": "HDLInvoice 801023692.pdf",
"quickbooks_vendor_id": "2",
"quickbooks_account_id": "105",
"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": "05-12-2026-029-INV-009",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_09bfdf834c5046d3a5fdc3fd82780792",
"source_file_name": "HDLInvoice 801023692.pdf",
"quickbooks_bill_id": "337",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "498.91",
"due_date": "2025-04-16",
"doc_number": "801023692",
"vendor_ref": "2",
"account_ref": "105",
"jkath_terms": "Net 30",
"vendor_terms": "1%-10th Net 30",
"quickbooks_bill_id": "337"
},
"quickbooks_account_id": "105",
"resolved_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62"
}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": "05-12-2026-029-INV-009",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_09bfdf834c5046d3a5fdc3fd82780792",
"source_file_name": "HDLInvoice 801023692.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "337"
},
"quickbooks_bill_id": "337"
}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": "05-12-2026-029-INV-009",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_09bfdf834c5046d3a5fdc3fd82780792",
"final_file_name": "HardwareDistributorsLtd_INV-801023692.pdf",
"source_file_name": "HDLInvoice 801023692.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/3awnx1trvqn6wg0ilmxxn/HardwareDistributorsLtd_INV-801023692.pdf?rlkey=naf1b1evhq4gp4xnh7p5cmzzg&dl=0",
"quickbooks_bill_id": "337",
"multi_invoice_group_id": "bill_09bfdf834c5046d3a5fdc3fd82780792"
}