Invoice Record

05-12-2026-031-INV-009

Liberty Electric Minnesota LLC

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

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"
}