Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
801040642
Total
$1,402.04
Invoice data
- Detected vendor
- Hardware Distributors
- Matched vendor
- Hardware Distributors Ltd
- Matched alias
- Hardware Distributors
- Category
- Building Materials:Cabinet Materials
- Category method
- Single assignable category
- Invoice date
- 04/21/2025
- Due date
- 05/21/2025
- Vendor terms
- 1%-10th Net 30
- Jkath terms
- Net 30
- QB Bill ID
- 377
Category reason
Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.
File result
- Outcome
- processed
- Details
- QuickBooks Bill created successfully. Source file attached to the Bill.
Processing Context
- Invoice ID
- 05-12-2026-035-INV-004
- Run ID
- 05-12-2026-035
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- HDLInvoice 801040642.pdf
Stored payloads
Claude parse payload
{
"tax": 105.35,
"notes": "Two-page invoice. Customer PO No is V036 Martin, used as project_name. Taxable subtotal 1,296.69; nontaxable 0.00; freight 0.00; sales tax 105.35; misc 0.00; total due 1,402.04. Freight shown as 0.00 on invoice so shipping set to 0.",
"terms": "1%-10th Net 30",
"total": 1402.04,
"due_date": "2025-05-30",
"shipping": 0,
"subtotal": 1296.69,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0.95,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 4,
"amount": 4.04,
"unit_price": 1.01,
"description": "Rear Mnt Brkt B554-562-563 / 4 - 7X12P ZC (B295.3750.03)"
},
{
"qty": 2,
"amount": 40.44,
"unit_price": 20.22,
"description": "12 Tndm SoftCl 5/8mat Fullext 100lb / 6-7X58F NI (B563H 3050B)"
},
{
"qty": 11,
"amount": 196.57,
"unit_price": 17.87,
"description": "18 Tndm SoftCl 5/8mat Fullext 100lb / 6-7X58F NI (B563H 4570B)"
},
{
"qty": 11,
"amount": 202.29,
"unit_price": 18.39,
"description": "21 Tndm SoftCl 5/8mat Fullext 100lb / 6-7X58F NI (B563H 5330B)"
},
{
"qty": 140,
"amount": 8.26,
"unit_price": 0.059,
"description": "5mm Spoon Shelf Support NICKEL (THB6144)"
},
{
"qty": 1,
"amount": 261.46,
"unit_price": 261.46,
"description": "35Qt Dbl BM/DM Wood SoftCL SLVR Bin (RS4WCSC.1835DM.2)"
},
{
"qty": 6,
"amount": 25.98,
"unit_price": 4.33,
"description": "110 Full-OL Soft Close Inserta PADS (B071B3590)"
},
{
"qty": 8,
"amount": 20.48,
"unit_price": 2.56,
"description": "110 Full-OL Self Close Inserta PADS (B071T3590)"
},
{
"qty": 22,
"amount": 100.76,
"unit_price": 4.58,
"description": "110 Inset Soft Close Inserta PADS (B071B3790)"
},
{
"qty": 23,
"amount": 64.86,
"unit_price": 2.82,
"description": "110 Inset Self Close Inserta PADS (B071T3790)"
},
{
"qty": 2,
"amount": 4.2,
"unit_price": 2.1,
"description": "19mm WingPlate Vert-Cam No.7 screw / 2-7X58F NI (B173H9100.12)"
},
{
"qty": 57,
"amount": 48.45,
"unit_price": 0.85,
"description": "0mm Plate No.7wood or SystemScrew / 2-7X58F NI (B175H910)"
},
{
"qty": 112,
"amount": 11.42,
"unit_price": 0.102,
"description": "Bumper Pad 1/8in x 1/2in dia CLEAR (3MSJ5312)"
},
{
"qty": 20,
"amount": 135.2,
"unit_price": 6.76,
"description": "TandemINSET LockingDevice L/R ASBLY L/R & 4-6X58F NI (BT51.1901 PS)"
},
{
"qty": 2,
"amount": 7.9,
"unit_price": 3.95,
"description": "95 Mini Half-OL SelfCl 26mmCup Scrw / 2-6x58F NI & PADS (B071T0650)"
},
{
"qty": 2,
"amount": 3.38,
"unit_price": 1.69,
"description": "9mm Plate for No.6 Wood Screw / 2-6x58F NI (B175H719)"
},
{
"qty": 7000,
"amount": 161,
"unit_price": 0.023,
"description": "8x112in Ultimate Square Drive (SCUS8X112F)"
}
],
"vendor_name": "Hardware Distributors",
"invoice_date": "2025-04-21",
"project_name": "V036 Martin",
"document_type": "invoice",
"invoice_number": "801040642",
"is_billable_invoice": true
}Vendor match payload
{
"alias_lookup": {
"found": true,
"alias_id": "cmp1abb7c001uagtbk30htlml",
"vendor_id": "vend_36536bc3a7254b41ac0081eab30ee4d2",
"alias_name": "Hardware Distributors",
"canonical_name": "Hardware Distributors Ltd",
"category_count": 1,
"category_options": [
{
"name": "Cabinet Materials",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (104).",
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"fully_qualified_name": "Building Materials:Cabinet Materials",
"quickbooks_account_id": "105",
"vendor_expense_category_id": "cmp1bauq8001a13pfeqelj5gn"
}
],
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"normalized_alias_key": "hardware distributors",
"quickbooks_vendor_id": "2",
"quickbooks_account_id": "105",
"default_expense_account": "Cabinet Materials",
"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": "Cabinet Materials",
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"quickbooks_account_id": "105",
"selected_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"selected_expense_category_name": "Cabinet Materials"
}
}QB payload
{
"lookup": {
"quickbooks_vendor_id": "2",
"quickbooks_account_id": "105",
"existing_quickbooks_bill_id": null
},
"bill_created": {
"path": "single_category_direct",
"total": "1402.04",
"due_date": "2025-05-21",
"doc_number": "801040642",
"vendor_ref": "2",
"account_ref": "105",
"jkath_terms": "Net 30",
"vendor_terms": "1%-10th Net 30",
"quickbooks_bill_id": "377",
"resolved_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62"
},
"attachment_uploaded": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "377"
}
}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": "HDLInvoice 801040642.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/HDLInvoice 801040642.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjbw",
"source_dropbox_rev": "016519924b0492a00000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "362c0f68974141915d393dbf43d5a66bb9030231650cc8924386da45888f3848",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/HDLInvoice 801040642.pdf",
"multi_invoice_group_id": "bill_9a0454444de2464491ea3b6f79767473",
"processing_dropbox_rev": "01651992a78f08e00000003549f4393",
"multi_invoice_source_payload": {
"notes": "Single invoice spanning two pages (page 1/2 and 2/2), invoice number 801040642 from Hardware Distributors. All line items consolidated into one invoice object.",
"invoices": [
{
"tax": 105.35,
"notes": "Two-page invoice. Customer PO No is V036 Martin, used as project_name. Taxable subtotal 1,296.69; nontaxable 0.00; freight 0.00; sales tax 105.35; misc 0.00; total due 1,402.04. Freight shown as 0.00 on invoice so shipping set to 0.",
"terms": "1%-10th Net 30",
"total": 1402.04,
"due_date": "2025-05-30",
"shipping": 0,
"subtotal": 1296.69,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0.95,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 4,
"amount": 4.04,
"unit_price": 1.01,
"description": "Rear Mnt Brkt B554-562-563 / 4 - 7X12P ZC (B295.3750.03)"
},
{
"qty": 2,
"amount": 40.44,
"unit_price": 20.22,
"description": "12 Tndm SoftCl 5/8mat Fullext 100lb / 6-7X58F NI (B563H 3050B)"
},
{
"qty": 11,
"amount": 196.57,
"unit_price": 17.87,
"description": "18 Tndm SoftCl 5/8mat Fullext 100lb / 6-7X58F NI (B563H 4570B)"
},
{
"qty": 11,
"amount": 202.29,
"unit_price": 18.39,
"description": "21 Tndm SoftCl 5/8mat Fullext 100lb / 6-7X58F NI (B563H 5330B)"
},
{
"qty": 140,
"amount": 8.26,
"unit_price": 0.059,
"description": "5mm Spoon Shelf Support NICKEL (THB6144)"
},
{
"qty": 1,
"amount": 261.46,
"unit_price": 261.46,
"description": "35Qt Dbl BM/DM Wood SoftCL SLVR Bin (RS4WCSC.1835DM.2)"
},
{
"qty": 6,
"amount": 25.98,
"unit_price": 4.33,
"description": "110 Full-OL Soft Close Inserta PADS (B071B3590)"
},
{
"qty": 8,
"amount": 20.48,
"unit_price": 2.56,
"description": "110 Full-OL Self Close Inserta PADS (B071T3590)"
},
{
"qty": 22,
"amount": 100.76,
"unit_price": 4.58,
"description": "110 Inset Soft Close Inserta PADS (B071B3790)"
},
{
"qty": 23,
"amount": 64.86,
"unit_price": 2.82,
"description": "110 Inset Self Close Inserta PADS (B071T3790)"
},
{
"qty": 2,
"amount": 4.2,
"unit_price": 2.1,
"description": "19mm WingPlate Vert-Cam No.7 screw / 2-7X58F NI (B173H9100.12)"
},
{
"qty": 57,
"amount": 48.45,
"unit_price": 0.85,
"description": "0mm Plate No.7wood or SystemScrew / 2-7X58F NI (B175H910)"
},
{
"qty": 112,
"amount": 11.42,
"unit_price": 0.102,
"description": "Bumper Pad 1/8in x 1/2in dia CLEAR (3MSJ5312)"
},
{
"qty": 20,
"amount": 135.2,
"unit_price": 6.76,
"description": "TandemINSET LockingDevice L/R ASBLY L/R & 4-6X58F NI (BT51.1901 PS)"
},
{
"qty": 2,
"amount": 7.9,
"unit_price": 3.95,
"description": "95 Mini Half-OL SelfCl 26mmCup Scrw / 2-6x58F NI & PADS (B071T0650)"
},
{
"qty": 2,
"amount": 3.38,
"unit_price": 1.69,
"description": "9mm Plate for No.6 Wood Screw / 2-6x58F NI (B175H719)"
},
{
"qty": 7000,
"amount": 161,
"unit_price": 0.023,
"description": "8x112in Ultimate Square Drive (SCUS8X112F)"
}
],
"vendor_name": "Hardware Distributors",
"invoice_date": "2025-04-21",
"project_name": "V036 Martin",
"document_type": "invoice",
"invoice_number": "801040642",
"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": "HDLInvoice 801040642.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/HDLInvoice 801040642.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/HDLInvoice 801040642.pdf"
}Time
05/12/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "1402.04",
"message": "Claude extraction parsed and stored.",
"due_date": "2025-05-21",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-035-INV-004",
"vendor_name": "Hardware Distributors",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "5923",
"invoice_date": "2025-04-21",
"vendor_terms": "1%-10th Net 30",
"make_trace_id": "make-20260512_014136_628",
"output_tokens": "1477",
"bill_import_id": "bill_9a0454444de2464491ea3b6f79767473",
"invoice_number": "801040642",
"vendor_due_date": "2025-05-30",
"source_file_name": "HDLInvoice 801040642.pdf",
"claude_message_id": "msg_01WSX9Zz6z1LX5xVdsN6RwbS",
"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": "cmp1abb7c001uagtbk30htlml",
"vendor_id": "vend_36536bc3a7254b41ac0081eab30ee4d2",
"process_key": "05-12-2026-035-INV-004",
"vendor_name": "Hardware Distributors",
"make_trace_id": "make-20260512_014136_628",
"bill_import_id": "bill_9a0454444de2464491ea3b6f79767473",
"canonical_name": "Hardware Distributors Ltd",
"category_count": 1,
"invoice_number": "801040642",
"category_options": [
{
"name": "Cabinet Materials",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (104).",
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"fully_qualified_name": "Building Materials:Cabinet Materials",
"quickbooks_account_id": "105",
"vendor_expense_category_id": "cmp1bauq8001a13pfeqelj5gn"
}
],
"source_file_name": "HDLInvoice 801040642.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": "Cabinet Materials",
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"quickbooks_account_id": "105",
"selected_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"selected_expense_category_name": "Cabinet Materials"
},
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"normalized_alias_key": "hardware distributors",
"quickbooks_vendor_id": "2",
"default_expense_account": "Cabinet Materials",
"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": "05-12-2026-035-INV-004",
"vendor_name": "Hardware Distributors Ltd",
"make_trace_id": "make-20260512_014136_628",
"bill_import_id": "bill_9a0454444de2464491ea3b6f79767473",
"invoice_number": "801040642",
"source_file_name": "HDLInvoice 801040642.pdf",
"quickbooks_vendor_id": "2",
"quickbooks_account_id": "105",
"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": "05-12-2026-035-INV-004",
"make_trace_id": "make-20260512_014136_628",
"bill_import_id": "bill_9a0454444de2464491ea3b6f79767473",
"source_file_name": "HDLInvoice 801040642.pdf",
"quickbooks_bill_id": "377",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "1402.04",
"due_date": "2025-05-21",
"doc_number": "801040642",
"vendor_ref": "2",
"account_ref": "105",
"jkath_terms": "Net 30",
"vendor_terms": "1%-10th Net 30",
"quickbooks_bill_id": "377"
},
"quickbooks_account_id": "105",
"resolved_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62"
}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": "05-12-2026-035-INV-004",
"make_trace_id": "make-20260512_014136_628",
"bill_import_id": "bill_9a0454444de2464491ea3b6f79767473",
"source_file_name": "HDLInvoice 801040642.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "377"
},
"quickbooks_bill_id": "377"
}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": "05-12-2026-035-INV-004",
"make_trace_id": "make-20260512_014136_628",
"bill_import_id": "bill_9a0454444de2464491ea3b6f79767473",
"final_file_name": "HardwareDistributorsLtd_INV-801040642.pdf",
"source_file_name": "HDLInvoice 801040642.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/pbah5w5jntk7aq0abqnku/HardwareDistributorsLtd_INV-801040642.pdf?rlkey=rtmdpq9qnszujk2fqw9363ca8&dl=0",
"quickbooks_bill_id": "377",
"multi_invoice_group_id": "bill_9a0454444de2464491ea3b6f79767473"
}