JkathBusiness Portal

Invoice Record

05-12-2026-035-INV-003

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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: estimate).

View Invoice in Dropbox

Status

Needs review

Invoice

5229669

Total

$1,040.00

Invoice data

Detected vendor
Sunrise Draperies
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
02/03/2025
Due date
03/05/2025
Vendor terms
Not set
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: estimate).
View Invoice in Dropbox

Processing Context

Invoice ID
05-12-2026-035-INV-003
Run ID
05-12-2026-035
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Petersen invoice.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "This is an estimate, not a billable invoice. Line item 2 (Mudroom cushion, $311.00) has qty 0 and is excluded from the total; it was not included in the $1,040.00 total. Project name inferred from 'Note to customer' section listing Peterson at 2258 Saint Clair Ave, St Paul, MN 55105. Bill-to party is J Kath Design Build + Reinvent.",
  "terms": null,
  "total": 1040,
  "due_date": null,
  "shipping": 0,
  "subtotal": 1040,
  "confidence": {
    "total": 0.99,
    "vendor_name": 0.99,
    "invoice_date": 0.99,
    "project_name": 0.9,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": 1,
      "amount": 1040,
      "unit_price": 1040,
      "description": "Banquette cushions - Two cushions with 3\" foam (other thicknesses available), Knife edge assumed. Cushion 1: ~60 1/2\" x 22 1/4\"; Cushion 2: ~40 1/4\" x 12 1/2\" (note: depth of cushion #2 may be ~22\" deep, price unchanged)"
    }
  ],
  "vendor_name": "Sunrise Draperies",
  "invoice_date": "2025-02-03",
  "project_name": "Peterson",
  "document_type": "estimate",
  "invoice_number": "5229669",
  "is_billable_invoice": false
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_49f19d26eedd498d8afaa6b65bf18a07",
  "source": "make.com",
  "run_key": "05-12-2026-035",
  "make_trace_id": "make-20260512_014136_628",
  "source_file_name": "Petersen invoice.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Petersen invoice.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjbQ",
  "source_dropbox_rev": "016519924ae8b3b00000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "d6dc0a9236e5e55916092e8f180a7604dd93d6f8065df18e72e9171d178c0fca",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Petersen invoice.pdf",
  "multi_invoice_group_id": "bill_99988b8a71bb4ab4b41124dc78590fc6",
  "processing_dropbox_rev": "0165199299a834300000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single estimate document from Sunrise Draperies. The mudroom cushion line item (qty 0, $311.00 rate) was intentionally excluded from the total per the document. Document has not been accepted (accepted date and accepted by fields are blank).",
    "invoices": [
      {
        "tax": 0,
        "notes": "This is an estimate, not a billable invoice. Line item 2 (Mudroom cushion, $311.00) has qty 0 and is excluded from the total; it was not included in the $1,040.00 total. Project name inferred from 'Note to customer' section listing Peterson at 2258 Saint Clair Ave, St Paul, MN 55105. Bill-to party is J Kath Design Build + Reinvent.",
        "terms": null,
        "total": 1040,
        "due_date": null,
        "shipping": 0,
        "subtotal": 1040,
        "confidence": {
          "total": 0.99,
          "vendor_name": 0.99,
          "invoice_date": 0.99,
          "project_name": 0.9,
          "invoice_number": 0.99
        },
        "line_items": [
          {
            "qty": 1,
            "amount": 1040,
            "unit_price": 1040,
            "description": "Banquette cushions - Two cushions with 3\" foam (other thicknesses available), Knife edge assumed. Cushion 1: ~60 1/2\" x 22 1/4\"; Cushion 2: ~40 1/4\" x 12 1/2\" (note: depth of cushion #2 may be ~22\" deep, price unchanged)"
          }
        ],
        "vendor_name": "Sunrise Draperies",
        "invoice_date": "2025-02-03",
        "project_name": "Peterson",
        "document_type": "estimate",
        "invoice_number": "5229669",
        "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": "Petersen invoice.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Petersen invoice.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Petersen invoice.pdf"
}

Time

05/12/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "total": "1040.00",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-03-05",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-035-INV-003",
  "vendor_name": "Sunrise Draperies",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3256",
  "invoice_date": "2025-02-03",
  "vendor_terms": null,
  "make_trace_id": "make-20260512_014136_628",
  "output_tokens": "535",
  "bill_import_id": "bill_99988b8a71bb4ab4b41124dc78590fc6",
  "invoice_number": "5229669",
  "vendor_due_date": null,
  "source_file_name": "Petersen invoice.pdf",
  "claude_message_id": "msg_01VoxXqvXcaJpL2xsFP4rs8W",
  "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 an estimate, not a billable invoice. Line item 2 (Mudroom cushion, $311.00) has qty 0 and is excluded from the total; it was not included in the $1,040.00 total. Project name inferred from 'Note to customer' section listing Peterson at 2258 Saint Clair Ave, St Paul, MN 55105. Bill-to party is J Kath Design Build + Reinvent.",
  "total": "1040.00",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-12-2026-035-INV-003",
  "vendor_name": "Sunrise Draperies",
  "invoice_date": "2025-02-03",
  "document_type": "estimate",
  "make_trace_id": "make-20260512_014136_628",
  "review_reason": "Claude marked the document as not billable for QuickBooks bill creation (type: estimate)",
  "bill_import_id": "bill_99988b8a71bb4ab4b41124dc78590fc6",
  "invoice_number": "5229669",
  "final_file_name": "Petersen invoice_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/Petersen invoice_REVIEW.pdf",
  "source_file_name": "Petersen invoice.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Petersen invoice.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/nkv71jtdt83ouq05zqz4r/Petersen-invoice_REVIEW.pdf?rlkey=s84ip6a8y12ospkizrdb65d5v&dl=0",
  "is_billable_invoice": "false",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Petersen invoice.pdf",
  "multi_invoice_group_id": "bill_99988b8a71bb4ab4b41124dc78590fc6"
}