Invoice Record

05-12-2026-031-INV-009

Liberty Electric Minnesota LLC

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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

25314

Total

$7,427.00

Invoice data

Detected vendor: Liberty Electric Minnesota LLC
Matched vendor: Liberty Electric Minnesota LLC
Matched alias: Liberty Electric Minnesota LLC
Category: Building Services:Electrical
Category method: Single assignable category
Invoice date: 04/03/2025
Due date: 05/03/2025
Vendor terms: Not set
Jkath terms: Net 30
QB Bill ID: 358

Category reason

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

File result

Final file: LibertyElectricMinnesotaLLC_INV-25314.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: 05-12-2026-031-INV-009
Run ID: 05-12-2026-031
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: Liberty Electric Minnesota LLC Invoice 25314.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Jobsite address is 2848 W River Pkwy, Minneapolis, MN 55406. Billed to Jkath Design Build + Reinvent. No payment terms explicitly stated beyond due date.",
  "terms": null,
  "total": 7427,
  "due_date": "2025-05-03",
  "shipping": 0,
  "subtotal": 7427,
  "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": 7427,
      "unit_price": 7427,
      "description": "Rough In 2848 W River Pkwy"
    }
  ],
  "vendor_name": "Liberty Electric Minnesota LLC",
  "invoice_date": "2025-04-03",
  "project_name": "2848 W River Pkwy",
  "document_type": "invoice",
  "invoice_number": "25314",
  "is_billable_invoice": true
}

Vendor match payload

{
  "alias_lookup": {
    "found": true,
    "alias_id": "cmp1abh90006gagtbnzrnz3wo",
    "vendor_id": "vend_1ed7b0a3c46346b5aba5b77c09824774",
    "alias_name": "Liberty Electric Minnesota LLC",
    "canonical_name": "Liberty Electric Minnesota LLC",
    "category_count": 1,
    "category_options": [
      {
        "name": "Electrical",
        "notes": "Mapped from JKath historical QuickBooks export: Building Services:Electrical (39).",
        "expense_category_id": "cat_ffcb7c9c5585409ba42ca033f3420f00",
        "fully_qualified_name": "Building Services:Electrical",
        "quickbooks_account_id": "124",
        "vendor_expense_category_id": "cmp1bazw6004813pfobwqxvzx"
      }
    ],
    "expense_category_id": "cat_ffcb7c9c5585409ba42ca033f3420f00",
    "normalized_alias_key": "liberty electric minnesota llc",
    "quickbooks_vendor_id": "5",
    "quickbooks_account_id": "124",
    "default_expense_account": "Electrical",
    "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": "Electrical",
    "expense_category_id": "cat_ffcb7c9c5585409ba42ca033f3420f00",
    "quickbooks_account_id": "124",
    "selected_expense_category_id": "cat_ffcb7c9c5585409ba42ca033f3420f00",
    "selected_expense_category_name": "Electrical"
  }
}

QB payload

{
  "lookup": {
    "quickbooks_vendor_id": "5",
    "quickbooks_account_id": "124",
    "existing_quickbooks_bill_id": null
  },
  "bill_created": {
    "path": "single_category_direct",
    "total": "7427.00",
    "due_date": "2025-05-03",
    "doc_number": "25314",
    "vendor_ref": "5",
    "account_ref": "124",
    "jkath_terms": "Net 30",
    "vendor_terms": "",
    "quickbooks_bill_id": "358",
    "resolved_expense_category_id": "cat_ffcb7c9c5585409ba42ca033f3420f00"
  },
  "attachment_uploaded": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "358"
  }
}

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": "Liberty Electric Minnesota LLC Invoice 25314.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Liberty Electric Minnesota LLC Invoice 25314.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjZw",
  "source_dropbox_rev": "0165198232d053300000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "e4292b70e8544cf4acf649d8ff1da1e6643e41f728435d2c5984674ee3ca2bc6",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Liberty Electric Minnesota LLC Invoice 25314.pdf",
  "multi_invoice_group_id": "bill_e17671baf9c6484d85c169229f5dbd34",
  "processing_dropbox_rev": "01651983054bb3600000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single invoice in PDF. Clean, machine-generated document with high OCR confidence.",
    "invoices": [
      {
        "tax": 0,
        "notes": "Jobsite address is 2848 W River Pkwy, Minneapolis, MN 55406. Billed to Jkath Design Build + Reinvent. No payment terms explicitly stated beyond due date.",
        "terms": null,
        "total": 7427,
        "due_date": "2025-05-03",
        "shipping": 0,
        "subtotal": 7427,
        "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": 7427,
            "unit_price": 7427,
            "description": "Rough In 2848 W River Pkwy"
          }
        ],
        "vendor_name": "Liberty Electric Minnesota LLC",
        "invoice_date": "2025-04-03",
        "project_name": "2848 W River Pkwy",
        "document_type": "invoice",
        "invoice_number": "25314",
        "is_billable_invoice": true
      }
    ]
  }
}

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": "Liberty Electric Minnesota LLC Invoice 25314.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Liberty Electric Minnesota LLC Invoice 25314.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Liberty Electric Minnesota LLC Invoice 25314.pdf"
}

Time

05/12/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload

{
  "total": "7427.00",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-05-03",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-031-INV-009",
  "vendor_name": "Liberty Electric Minnesota LLC",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3180",
  "invoice_date": "2025-04-03",
  "vendor_terms": null,
  "make_trace_id": "make-20260512_002952_270",
  "output_tokens": "370",
  "bill_import_id": "bill_e17671baf9c6484d85c169229f5dbd34",
  "invoice_number": "25314",
  "vendor_due_date": "2025-05-03",
  "source_file_name": "Liberty Electric Minnesota LLC Invoice 25314.pdf",
  "claude_message_id": "msg_01M58KWdTQBePHeq5Rbz87PY",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1
}

Time

05/12/2026

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": "cmp1abh90006gagtbnzrnz3wo",
  "vendor_id": "vend_1ed7b0a3c46346b5aba5b77c09824774",
  "process_key": "05-12-2026-031-INV-009",
  "vendor_name": "Liberty Electric Minnesota LLC",
  "make_trace_id": "make-20260512_002952_270",
  "bill_import_id": "bill_e17671baf9c6484d85c169229f5dbd34",
  "canonical_name": "Liberty Electric Minnesota LLC",
  "category_count": 1,
  "invoice_number": "25314",
  "category_options": [
    {
      "name": "Electrical",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Electrical (39).",
      "expense_category_id": "cat_ffcb7c9c5585409ba42ca033f3420f00",
      "fully_qualified_name": "Building Services:Electrical",
      "quickbooks_account_id": "124",
      "vendor_expense_category_id": "cmp1bazw6004813pfobwqxvzx"
    }
  ],
  "source_file_name": "Liberty Electric Minnesota LLC Invoice 25314.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": "Electrical",
    "expense_category_id": "cat_ffcb7c9c5585409ba42ca033f3420f00",
    "quickbooks_account_id": "124",
    "selected_expense_category_id": "cat_ffcb7c9c5585409ba42ca033f3420f00",
    "selected_expense_category_name": "Electrical"
  },
  "expense_category_id": "cat_ffcb7c9c5585409ba42ca033f3420f00",
  "normalized_alias_key": "liberty electric minnesota llc",
  "quickbooks_vendor_id": "5",
  "default_expense_account": "Electrical",
  "missing_category_options": false
}

Time

05/12/2026

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": "05-12-2026-031-INV-009",
  "vendor_name": "Liberty Electric Minnesota LLC",
  "make_trace_id": "make-20260512_002952_270",
  "bill_import_id": "bill_e17671baf9c6484d85c169229f5dbd34",
  "invoice_number": "25314",
  "source_file_name": "Liberty Electric Minnesota LLC Invoice 25314.pdf",
  "quickbooks_vendor_id": "5",
  "quickbooks_account_id": "124",
  "existing_quickbooks_bill_id": null
}

Time

05/12/2026

Event

QB BILL CREATED

Message

QuickBooks Bill created.

Payload

{
  "path": "single_category_direct",
  "message": "QuickBooks Bill created from invoice import.",
  "process_key": "05-12-2026-031-INV-009",
  "make_trace_id": "make-20260512_002952_270",
  "bill_import_id": "bill_e17671baf9c6484d85c169229f5dbd34",
  "source_file_name": "Liberty Electric Minnesota LLC Invoice 25314.pdf",
  "quickbooks_bill_id": "358",
  "quickbooks_payload": {
    "path": "single_category_direct",
    "total": "7427.00",
    "due_date": "2025-05-03",
    "doc_number": "25314",
    "vendor_ref": "5",
    "account_ref": "124",
    "jkath_terms": "Net 30",
    "vendor_terms": "",
    "quickbooks_bill_id": "358"
  },
  "quickbooks_account_id": "124",
  "resolved_expense_category_id": "cat_ffcb7c9c5585409ba42ca033f3420f00"
}

Time

05/12/2026

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": "05-12-2026-031-INV-009",
  "make_trace_id": "make-20260512_002952_270",
  "bill_import_id": "bill_e17671baf9c6484d85c169229f5dbd34",
  "source_file_name": "Liberty Electric Minnesota LLC Invoice 25314.pdf",
  "attachment_payload": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "358"
  },
  "quickbooks_bill_id": "358"
}

Time

05/12/2026

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": "05-12-2026-031-INV-009",
  "make_trace_id": "make-20260512_002952_270",
  "bill_import_id": "bill_e17671baf9c6484d85c169229f5dbd34",
  "final_file_name": "LibertyElectricMinnesotaLLC_INV-25314.pdf",
  "source_file_name": "Liberty Electric Minnesota LLC Invoice 25314.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/oqkfll0jik1ai2lo0deav/LibertyElectricMinnesotaLLC_INV-25314.pdf?rlkey=shedge4tgkhphet5dnrs40dxo&dl=0",
  "quickbooks_bill_id": "358",
  "multi_invoice_group_id": "bill_e17671baf9c6484d85c169229f5dbd34"
}