JkathBusiness Portal

Invoice Record

05-12-2026-031-INV-012

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Needs Review

Document needs human review before bill creation. Reason: Invoice total is exactly $0.00, so QuickBooks transaction creation is skipped until a human confirms how to handle the zero-dollar vendor document.

View Invoice in Dropbox

Status

Needs review

Invoice

2504-951314

Total

$0.00

Invoice data

Detected vendor
Dakota County Lumber
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
04/08/2025
Due date
05/08/2025
Vendor terms
Net 30
Jkath terms
Net 30
QB Transaction ID
Not created

File result

Outcome
needs_review
Details
Document needs human review before bill creation. Reason: Invoice total is exactly $0.00, so QuickBooks transaction creation is skipped until a human confirms how to handle the zero-dollar vendor document.
View Invoice in Dropbox

Processing Context

Invoice ID
05-12-2026-031-INV-012
Run ID
05-12-2026-031
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Dakota cty Lumber 2504-951314.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Invoice total, subtotal, and tax are all $0.00 — no pricing is printed on this customer copy. This appears to be a customer copy of a pick/staging order where pricing was intentionally omitted or will be billed separately. Needs human review to confirm actual amount owed. Job address: 5503 Lakeview Dr, Minneapolis MN 55424. Account 534, Job 37. Branch 1000. Buyer: Jesse Kath. The referenced order number is 2503-949234 and the SO line item is SO949234-000.",
  "terms": "Net 30",
  "total": 0,
  "due_date": null,
  "shipping": 0,
  "subtotal": 0,
  "confidence": {
    "total": 0.85,
    "vendor_name": 0.99,
    "invoice_date": 0.99,
    "project_name": 0.9,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": 1,
      "amount": 0,
      "unit_price": null,
      "description": "MARVIN ELEVATE A2740 SCREEN ASTRAGAL KIT, OXXO, CN 8/0, STONE WHITE #11810080 | Order: 2503-949234 | Marvin PO.513412AR-R | DAK05759 | Staging: 1-TUBE Y1-6 | LD 4/3"
    }
  ],
  "vendor_name": "Dakota County Lumber",
  "invoice_date": "2025-04-08",
  "project_name": "JKATH DESIGN/ZAWERSKI",
  "document_type": "invoice",
  "invoice_number": "2504-951314",
  "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": "Dakota cty Lumber 2504-951314.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota cty Lumber 2504-951314.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjXg",
  "source_dropbox_rev": "01651982333416a00000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "a0934f95ff53edef9f97b53de77ba486d3bd883a40b1d797c4fa0596f953bd76",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota cty Lumber 2504-951314.pdf",
  "multi_invoice_group_id": "bill_d8767b6e919d4396ac1592ff88e2fc4f",
  "processing_dropbox_rev": "0165198342d7b7d00000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single invoice in this PDF. All monetary fields show $0.00 — pricing is not visible on this customer copy, which may be intentional for a staging/pickup order. Human review recommended before creating a QuickBooks bill.",
    "invoices": [
      {
        "tax": 0,
        "notes": "Invoice total, subtotal, and tax are all $0.00 — no pricing is printed on this customer copy. This appears to be a customer copy of a pick/staging order where pricing was intentionally omitted or will be billed separately. Needs human review to confirm actual amount owed. Job address: 5503 Lakeview Dr, Minneapolis MN 55424. Account 534, Job 37. Branch 1000. Buyer: Jesse Kath. The referenced order number is 2503-949234 and the SO line item is SO949234-000.",
        "terms": "Net 30",
        "total": 0,
        "due_date": null,
        "shipping": 0,
        "subtotal": 0,
        "confidence": {
          "total": 0.85,
          "vendor_name": 0.99,
          "invoice_date": 0.99,
          "project_name": 0.9,
          "invoice_number": 0.99
        },
        "line_items": [
          {
            "qty": 1,
            "amount": 0,
            "unit_price": null,
            "description": "MARVIN ELEVATE A2740 SCREEN ASTRAGAL KIT, OXXO, CN 8/0, STONE WHITE #11810080 | Order: 2503-949234 | Marvin PO.513412AR-R | DAK05759 | Staging: 1-TUBE Y1-6 | LD 4/3"
          }
        ],
        "vendor_name": "Dakota County Lumber",
        "invoice_date": "2025-04-08",
        "project_name": "JKATH DESIGN/ZAWERSKI",
        "document_type": "invoice",
        "invoice_number": "2504-951314",
        "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": "Dakota cty Lumber 2504-951314.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota cty Lumber 2504-951314.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota cty Lumber 2504-951314.pdf"
}

Time

05/12/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "total": "0",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-05-08",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-031-INV-012",
  "vendor_name": "Dakota County Lumber",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3356",
  "invoice_date": "2025-04-08",
  "vendor_terms": "Net 30",
  "make_trace_id": "make-20260512_002952_270",
  "output_tokens": "553",
  "bill_import_id": "bill_d8767b6e919d4396ac1592ff88e2fc4f",
  "invoice_number": "2504-951314",
  "vendor_due_date": null,
  "source_file_name": "Dakota cty Lumber 2504-951314.pdf",
  "claude_message_id": "msg_01ANoVV7idtQHV999xcJbg9S",
  "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": "Invoice total, subtotal, and tax are all $0.00 — no pricing is printed on this customer copy. This appears to be a customer copy of a pick/staging order where pricing was intentionally omitted or will be billed separately. Needs human review to confirm actual amount owed. Job address: 5503 Lakeview Dr, Minneapolis MN 55424. Account 534, Job 37. Branch 1000. Buyer: Jesse Kath. The referenced order number is 2503-949234 and the SO line item is SO949234-000.",
  "total": "0",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-12-2026-031-INV-012",
  "vendor_name": "Dakota County Lumber",
  "invoice_date": "2025-04-08",
  "document_type": "invoice",
  "make_trace_id": "make-20260512_002952_270",
  "review_reason": "Invoice total is exactly $0.00, so QuickBooks transaction creation is skipped until a human confirms how to handle the zero-dollar vendor document",
  "bill_import_id": "bill_d8767b6e919d4396ac1592ff88e2fc4f",
  "invoice_number": "2504-951314",
  "final_file_name": "Dakota cty Lumber 2504-951314_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Dakota cty Lumber 2504-951314_REVIEW.pdf",
  "source_file_name": "Dakota cty Lumber 2504-951314.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota cty Lumber 2504-951314.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/rcf8kehwg5luz4qdt0wjv/Dakota-cty-Lumber-2504-951314_REVIEW.pdf?rlkey=8q6nxt3rp4sabdti25bhpcodj&dl=0",
  "is_billable_invoice": "false",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota cty Lumber 2504-951314.pdf",
  "multi_invoice_group_id": "bill_d8767b6e919d4396ac1592ff88e2fc4f"
}