Invoice Record

05-12-2026-029-INV-015

Schroeder Construction Services

Back to vendor

Bill Created Successfully

QuickBooks Bill created successfully. Source file attached to the Bill.

View Bill in QB View Invoice in Dropbox

Status

Created in QB

Invoice

984

Total

$350.00

Invoice data

Detected vendor: Schroeder Construction Services
Matched vendor: Schroeder Construction Services
Matched alias: Schroeder Construction Services
Category: Building Services:Garbage Disposal
Category method: Single assignable category
Invoice date: 03/14/2025
Due date: 04/13/2025
Vendor terms: Not set
Jkath terms: Net 30
QB Bill ID: 342

Category reason

Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.

File result

Final file: SchroederConstructionServices_INV-984.pdf
Outcome: processed
Details: QuickBooks Bill created successfully. Source file attached to the Bill.

View Bill in QuickBooks View Invoice in Dropbox

Processing Context

Invoice ID: 05-12-2026-029-INV-015
Run ID: 05-12-2026-029
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: Inv_984_from_Schroeder_Construction_Services_39512.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Project address extracted from line item description: 8701 Bentwood Dr Eden Prairie MN. No payment terms or due date stated on invoice.",
  "terms": null,
  "total": 350,
  "due_date": null,
  "shipping": 0,
  "subtotal": 350,
  "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": 350,
      "unit_price": 350,
      "description": "10 Yard Dumpster 8701 Bentwood Dr Eden Prarie Mn"
    }
  ],
  "vendor_name": "Schroeder Construction Services",
  "invoice_date": "2025-03-14",
  "project_name": "8701 Bentwood Dr Eden Prairie MN",
  "document_type": "invoice",
  "invoice_number": "984",
  "is_billable_invoice": true
}

Vendor match payload

{
  "alias_lookup": {
    "found": true,
    "alias_id": "alias_b6d66776874548f5a69f87bd36fda501",
    "vendor_id": "vend_855ae603d1b3453e8be1adca3d42b841",
    "alias_name": "Schroeder Construction Services",
    "canonical_name": "Schroeder Construction Services",
    "category_count": 1,
    "category_options": [
      {
        "name": "Garbage Disposal",
        "notes": "Mapped from JKath historical QuickBooks export: Building Services:Garbage Disposal (34).",
        "expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
        "fully_qualified_name": "Building Services:Garbage Disposal",
        "quickbooks_account_id": "127",
        "vendor_expense_category_id": "cmp1bb0by004g13pf2d3h2xuz"
      }
    ],
    "expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
    "normalized_alias_key": "schroeder construction services",
    "quickbooks_vendor_id": "128",
    "quickbooks_account_id": "127",
    "default_expense_account": "Garbage Disposal",
    "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": "Garbage Disposal",
    "expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
    "quickbooks_account_id": "127",
    "selected_expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
    "selected_expense_category_name": "Garbage Disposal"
  }
}

QB payload

{
  "lookup": {
    "quickbooks_vendor_id": "128",
    "quickbooks_account_id": "127",
    "existing_quickbooks_bill_id": null
  },
  "bill_created": {
    "path": "single_category_direct",
    "total": "350.00",
    "due_date": "2025-04-13",
    "doc_number": "984",
    "vendor_ref": "128",
    "account_ref": "127",
    "jkath_terms": "Net 30",
    "vendor_terms": "",
    "quickbooks_bill_id": "342",
    "resolved_expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5"
  },
  "attachment_uploaded": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "342"
  }
}

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": "Inv_984_from_Schroeder_Construction_Services_39512.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Inv_984_from_Schroeder_Construction_Services_39512.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABieA",
  "source_dropbox_rev": "0165197a80e837700000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "df39a626282bfd058e63e6accac0623c151de0af021e797c836294658a8b90f9",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Inv_984_from_Schroeder_Construction_Services_39512.pdf",
  "multi_invoice_group_id": "bill_664d717fa10a4d8388f75a1311eaed09",
  "processing_dropbox_rev": "0165197b87288b800000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single invoice in PDF. Billed to Jesse Kath (JKath) at 4609 35th Avenue South, Minneapolis, MN 55406. Minor spelling error in line item ('Prarie' instead of 'Prairie') noted but interpreted correctly.",
    "invoices": [
      {
        "tax": 0,
        "notes": "Project address extracted from line item description: 8701 Bentwood Dr Eden Prairie MN. No payment terms or due date stated on invoice.",
        "terms": null,
        "total": 350,
        "due_date": null,
        "shipping": 0,
        "subtotal": 350,
        "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": 350,
            "unit_price": 350,
            "description": "10 Yard Dumpster 8701 Bentwood Dr Eden Prarie Mn"
          }
        ],
        "vendor_name": "Schroeder Construction Services",
        "invoice_date": "2025-03-14",
        "project_name": "8701 Bentwood Dr Eden Prairie MN",
        "document_type": "invoice",
        "invoice_number": "984",
        "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": "Inv_984_from_Schroeder_Construction_Services_39512.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Inv_984_from_Schroeder_Construction_Services_39512.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Inv_984_from_Schroeder_Construction_Services_39512.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload

{
  "total": "350.00",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-04-13",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-029-INV-015",
  "vendor_name": "Schroeder Construction Services",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3056",
  "invoice_date": "2025-03-14",
  "vendor_terms": null,
  "make_trace_id": "make-20260511_235430_260",
  "output_tokens": "399",
  "bill_import_id": "bill_664d717fa10a4d8388f75a1311eaed09",
  "invoice_number": "984",
  "vendor_due_date": null,
  "source_file_name": "Inv_984_from_Schroeder_Construction_Services_39512.pdf",
  "claude_message_id": "msg_01DRDEEhiU3ZDGBYmmCVM7qM",
  "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_b6d66776874548f5a69f87bd36fda501",
  "vendor_id": "vend_855ae603d1b3453e8be1adca3d42b841",
  "process_key": "05-12-2026-029-INV-015",
  "vendor_name": "Schroeder Construction Services",
  "make_trace_id": "make-20260511_235430_260",
  "bill_import_id": "bill_664d717fa10a4d8388f75a1311eaed09",
  "canonical_name": "Schroeder Construction Services",
  "category_count": 1,
  "invoice_number": "984",
  "category_options": [
    {
      "name": "Garbage Disposal",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Garbage Disposal (34).",
      "expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
      "fully_qualified_name": "Building Services:Garbage Disposal",
      "quickbooks_account_id": "127",
      "vendor_expense_category_id": "cmp1bb0by004g13pf2d3h2xuz"
    }
  ],
  "source_file_name": "Inv_984_from_Schroeder_Construction_Services_39512.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": "Garbage Disposal",
    "expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
    "quickbooks_account_id": "127",
    "selected_expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
    "selected_expense_category_name": "Garbage Disposal"
  },
  "expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
  "normalized_alias_key": "schroeder construction services",
  "quickbooks_vendor_id": "128",
  "default_expense_account": "Garbage Disposal",
  "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-015",
  "vendor_name": "Schroeder Construction Services",
  "make_trace_id": "make-20260511_235430_260",
  "bill_import_id": "bill_664d717fa10a4d8388f75a1311eaed09",
  "invoice_number": "984",
  "source_file_name": "Inv_984_from_Schroeder_Construction_Services_39512.pdf",
  "quickbooks_vendor_id": "128",
  "quickbooks_account_id": "127",
  "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-015",
  "make_trace_id": "make-20260511_235430_260",
  "bill_import_id": "bill_664d717fa10a4d8388f75a1311eaed09",
  "source_file_name": "Inv_984_from_Schroeder_Construction_Services_39512.pdf",
  "quickbooks_bill_id": "342",
  "quickbooks_payload": {
    "path": "single_category_direct",
    "total": "350.00",
    "due_date": "2025-04-13",
    "doc_number": "984",
    "vendor_ref": "128",
    "account_ref": "127",
    "jkath_terms": "Net 30",
    "vendor_terms": "",
    "quickbooks_bill_id": "342"
  },
  "quickbooks_account_id": "127",
  "resolved_expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5"
}

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-015",
  "make_trace_id": "make-20260511_235430_260",
  "bill_import_id": "bill_664d717fa10a4d8388f75a1311eaed09",
  "source_file_name": "Inv_984_from_Schroeder_Construction_Services_39512.pdf",
  "attachment_payload": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "342"
  },
  "quickbooks_bill_id": "342"
}

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-015",
  "make_trace_id": "make-20260511_235430_260",
  "bill_import_id": "bill_664d717fa10a4d8388f75a1311eaed09",
  "final_file_name": "SchroederConstructionServices_INV-984.pdf",
  "source_file_name": "Inv_984_from_Schroeder_Construction_Services_39512.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/11r4x2tux4tjc7e5xxz8i/SchroederConstructionServices_INV-984.pdf?rlkey=z9ygmtb37msr6c4mpyos58f8j&dl=0",
  "quickbooks_bill_id": "342",
  "multi_invoice_group_id": "bill_664d717fa10a4d8388f75a1311eaed09"
}