JkathBusiness Portal

Invoice Record

05-12-2026-031-INV-002

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Needs Review

Document needs human review before bill creation. Reason: Claude marked the document as not billable for QuickBooks bill creation (type: quote).

View Invoice in Dropbox

Status

Needs review

Invoice

B688613

Total

$155.51

Invoice data

Detected vendor
Ferguson Enterprises
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
01/06/2025
Due date
02/05/2025
Vendor terms
NET 10TH PROX
Jkath terms
Net 30
QB Transaction ID
Not created

File result

Outcome
needs_review
Details
Document needs human review before bill creation. Reason: Claude marked the document as not billable for QuickBooks bill creation (type: quote).
View Invoice in Dropbox

Processing Context

Invoice ID
05-12-2026-031-INV-002
Run ID
05-12-2026-031
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Lakeview White Bath Drain Quote.pdf
Stored payloads

Claude parse payload

{
  "tax": 11.69,
  "notes": "This is a Price Quotation (Bid No: B688613), not a standard unpaid vendor invoice. is_billable_invoice set to false. Vendor branch/store suffix #2009 and #1657 omitted from vendor_name. Customer PO reference: 5503 LAKEVIEW DR. Quoted by: JVN.",
  "terms": "NET 10TH PROX",
  "total": 155.51,
  "due_date": null,
  "shipping": 0,
  "subtotal": 143.82,
  "confidence": {
    "total": 0.99,
    "vendor_name": 0.99,
    "invoice_date": 0.99,
    "project_name": 0.99,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": 2,
      "amount": 143.82,
      "unit_price": 71.909,
      "description": "WHIT PVC S40 L&T W&O (Item: W901LTPVCWH)"
    }
  ],
  "vendor_name": "Ferguson Enterprises",
  "invoice_date": "2025-01-06",
  "project_name": "LAKEVIEW - TUB DRAIN",
  "document_type": "quote",
  "invoice_number": "B688613",
  "is_billable_invoice": false
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_62091358572745b4a9fb86801339837b",
  "source": "make.com",
  "run_key": "05-12-2026-031",
  "make_trace_id": "make-20260512_002952_270",
  "source_file_name": "Lakeview White Bath Drain Quote.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Lakeview White Bath Drain Quote.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjYA",
  "source_dropbox_rev": "0165198231d8dc700000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "0b5cbe3a41212f1aa70d6f693ff19ff47270ced493f6eaa4d5415f4e65310b81",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Lakeview White Bath Drain Quote.pdf",
  "multi_invoice_group_id": "bill_9b2cd05f54914d69a63f9bbb73aa00e3",
  "processing_dropbox_rev": "016519828a3c1bf00000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "PDF contains a single price quotation/bid document from Ferguson Enterprises (branch #2009 / #1657) dated 2025-01-06. Not a billable invoice; no bill should be created in QuickBooks until an actual invoice is received.",
    "invoices": [
      {
        "tax": 11.69,
        "notes": "This is a Price Quotation (Bid No: B688613), not a standard unpaid vendor invoice. is_billable_invoice set to false. Vendor branch/store suffix #2009 and #1657 omitted from vendor_name. Customer PO reference: 5503 LAKEVIEW DR. Quoted by: JVN.",
        "terms": "NET 10TH PROX",
        "total": 155.51,
        "due_date": null,
        "shipping": 0,
        "subtotal": 143.82,
        "confidence": {
          "total": 0.99,
          "vendor_name": 0.99,
          "invoice_date": 0.99,
          "project_name": 0.99,
          "invoice_number": 0.99
        },
        "line_items": [
          {
            "qty": 2,
            "amount": 143.82,
            "unit_price": 71.909,
            "description": "WHIT PVC S40 L&T W&O (Item: W901LTPVCWH)"
          }
        ],
        "vendor_name": "Ferguson Enterprises",
        "invoice_date": "2025-01-06",
        "project_name": "LAKEVIEW - TUB DRAIN",
        "document_type": "quote",
        "invoice_number": "B688613",
        "is_billable_invoice": false
      }
    ]
  }
}

Invoice Timeline

Time

05/12/2026

Event

FILE CLAIMED

Message

Source file claimed by Make scenario.

Payload
{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "Lakeview White Bath Drain Quote.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Lakeview White Bath Drain Quote.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Lakeview White Bath Drain Quote.pdf"
}

Time

05/12/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "total": "155.51",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-02-05",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-031-INV-002",
  "vendor_name": "Ferguson Enterprises",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3874",
  "invoice_date": "2025-01-06",
  "vendor_terms": "NET 10TH PROX",
  "make_trace_id": "make-20260512_002952_270",
  "output_tokens": "458",
  "bill_import_id": "bill_9b2cd05f54914d69a63f9bbb73aa00e3",
  "invoice_number": "B688613",
  "vendor_due_date": null,
  "source_file_name": "Lakeview White Bath Drain Quote.pdf",
  "claude_message_id": "msg_019GAtUpzbm75Ue2z5cQ7sHd",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1
}

Time

05/12/2026

Event

FILE MOVED

Message

Final invoice file moved.

Payload
{
  "path": "needs_review_non_invoice_document",
  "notes": "This is a Price Quotation (Bid No: B688613), not a standard unpaid vendor invoice. is_billable_invoice set to false. Vendor branch/store suffix #2009 and #1657 omitted from vendor_name. Customer PO reference: 5503 LAKEVIEW DR. Quoted by: JVN.",
  "total": "155.51",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-12-2026-031-INV-002",
  "vendor_name": "Ferguson Enterprises",
  "invoice_date": "2025-01-06",
  "document_type": "quote",
  "make_trace_id": "make-20260512_002952_270",
  "review_reason": "Claude marked the document as not billable for QuickBooks bill creation (type: quote)",
  "bill_import_id": "bill_9b2cd05f54914d69a63f9bbb73aa00e3",
  "invoice_number": "B688613",
  "final_file_name": "Lakeview White Bath Drain Quote_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Lakeview White Bath Drain Quote_REVIEW.pdf",
  "source_file_name": "Lakeview White Bath Drain Quote.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Lakeview White Bath Drain Quote.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/nfok1qha3pbrc33h470uz/Lakeview-White-Bath-Drain-Quote_REVIEW.pdf?rlkey=3hjgsrik9k2h3j3v0u1gbai1u&dl=0",
  "is_billable_invoice": "false",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Lakeview White Bath Drain Quote.pdf",
  "multi_invoice_group_id": "bill_9b2cd05f54914d69a63f9bbb73aa00e3"
}