Invoice Record

05-12-2026-036-INV-002

Industrial Lumber & Plywood, Inc.

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

51821-00

Total

$57.24

Invoice data

Detected vendor: Industrial Lumber & Plywood
Matched vendor: Industrial Lumber & Plywood, Inc.
Matched alias: Industrial Lumber and Plywood
Category: Building Materials:Cabinet Materials
Category method: Single assignable category
Invoice date: 03/27/2025
Due date: 04/26/2025
Vendor terms: 1% 10 Net 30
Jkath terms: Net 30
QB Bill ID: 382

Category reason

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

File result

Final file: IndustrialLumber&PlywoodInc_INV-51821-00.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: 05-12-2026-036-INV-002
Run ID: 05-12-2026-036
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: Industrial Lumber Invoice_51821-00.pdf

Stored payloads

Claude parse payload

{
  "tax": 4.74,
  "notes": "Cash discount of $0.53 available if paid within terms (1% 10 Net 30). No project/job name listed on invoice. Ship-to address is JKath LLC at 1408 Northland Drive Suite 304, Loading Dock 13, Mendota Heights, MN 55120. Sales rep: Greg Heber. Via: Will Call. Picked Date: 3/27/25.",
  "terms": "1% 10 Net 30",
  "total": 57.24,
  "due_date": "2025-04-26",
  "shipping": 0,
  "subtotal": 52.5,
  "confidence": {
    "total": 1,
    "vendor_name": 1,
    "invoice_date": 1,
    "project_name": 0,
    "invoice_number": 1
  },
  "line_items": [
    {
      "qty": 21,
      "amount": 52.5,
      "unit_price": 2.5,
      "description": "Map S 4/4 S&B P/G 9'-10' H&M Red Leaf FND (Product #1477)"
    }
  ],
  "vendor_name": "Industrial Lumber & Plywood",
  "invoice_date": "2025-03-27",
  "project_name": null,
  "document_type": "invoice",
  "invoice_number": "51821-00",
  "is_billable_invoice": true
}

Vendor match payload

{
  "alias_lookup": {
    "found": true,
    "alias_id": "cmp0l4pzi00014q9yk3kiu27n",
    "vendor_id": "vendor_industrial_lumber_plywood",
    "alias_name": "Industrial Lumber and Plywood",
    "canonical_name": "Industrial Lumber & Plywood, Inc.",
    "category_count": 1,
    "category_options": [
      {
        "name": "Cabinet Materials",
        "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (92).",
        "expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
        "fully_qualified_name": "Building Materials:Cabinet Materials",
        "quickbooks_account_id": "105",
        "vendor_expense_category_id": "cmp1bauu0001c13pfdae2p9pm"
      }
    ],
    "expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
    "normalized_alias_key": "industrial lumber and plywood",
    "quickbooks_vendor_id": "80",
    "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": "80",
    "quickbooks_account_id": "105",
    "existing_quickbooks_bill_id": null
  },
  "bill_created": {
    "path": "single_category_direct",
    "total": "57.24",
    "due_date": "2025-04-26",
    "doc_number": "51821-00",
    "vendor_ref": "80",
    "account_ref": "105",
    "jkath_terms": "Net 30",
    "vendor_terms": "1% 10 Net 30",
    "quickbooks_bill_id": "382",
    "resolved_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62"
  },
  "attachment_uploaded": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "382"
  }
}

Raw payload

{
  "run_id": "run_cb99da4433154d8a89bd42b68c985da8",
  "source": "make.com",
  "run_key": "05-12-2026-036",
  "make_trace_id": "make-20260512_015845_054",
  "source_file_name": "Industrial Lumber Invoice_51821-00.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Industrial Lumber Invoice_51821-00.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjfw",
  "source_dropbox_rev": "01651996492746d00000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "2a476d70c59d00c3ae45350126a8e21ff7256d284c46788ac345eb8c4e53e864",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Industrial Lumber Invoice_51821-00.pdf",
  "multi_invoice_group_id": "bill_e9ed01fc3a0e487da1fc51f5ceda2b86",
  "processing_dropbox_rev": "016519965d6579600000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single invoice in this PDF from Industrial Lumber & Plywood, invoice #51821-00 dated 2025-03-27.",
    "invoices": [
      {
        "tax": 4.74,
        "notes": "Cash discount of $0.53 available if paid within terms (1% 10 Net 30). No project/job name listed on invoice. Ship-to address is JKath LLC at 1408 Northland Drive Suite 304, Loading Dock 13, Mendota Heights, MN 55120. Sales rep: Greg Heber. Via: Will Call. Picked Date: 3/27/25.",
        "terms": "1% 10 Net 30",
        "total": 57.24,
        "due_date": "2025-04-26",
        "shipping": 0,
        "subtotal": 52.5,
        "confidence": {
          "total": 1,
          "vendor_name": 1,
          "invoice_date": 1,
          "project_name": 0,
          "invoice_number": 1
        },
        "line_items": [
          {
            "qty": 21,
            "amount": 52.5,
            "unit_price": 2.5,
            "description": "Map S 4/4 S&B P/G 9'-10' H&M Red Leaf FND (Product #1477)"
          }
        ],
        "vendor_name": "Industrial Lumber & Plywood",
        "invoice_date": "2025-03-27",
        "project_name": null,
        "document_type": "invoice",
        "invoice_number": "51821-00",
        "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": "Industrial Lumber Invoice_51821-00.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Industrial Lumber Invoice_51821-00.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Industrial Lumber Invoice_51821-00.pdf"
}

Time

05/12/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload

{
  "total": "57.24",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-04-26",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-036-INV-002",
  "vendor_name": "Industrial Lumber & Plywood",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3308",
  "invoice_date": "2025-03-27",
  "vendor_terms": "1% 10 Net 30",
  "make_trace_id": "make-20260512_015845_054",
  "output_tokens": "453",
  "bill_import_id": "bill_e9ed01fc3a0e487da1fc51f5ceda2b86",
  "invoice_number": "51821-00",
  "vendor_due_date": "2025-04-26",
  "source_file_name": "Industrial Lumber Invoice_51821-00.pdf",
  "claude_message_id": "msg_015QVvzbiCCGVHjxomff2RNT",
  "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": "cmp0l4pzi00014q9yk3kiu27n",
  "vendor_id": "vendor_industrial_lumber_plywood",
  "process_key": "05-12-2026-036-INV-002",
  "vendor_name": "Industrial Lumber & Plywood",
  "make_trace_id": "make-20260512_015845_054",
  "bill_import_id": "bill_e9ed01fc3a0e487da1fc51f5ceda2b86",
  "canonical_name": "Industrial Lumber & Plywood, Inc.",
  "category_count": 1,
  "invoice_number": "51821-00",
  "category_options": [
    {
      "name": "Cabinet Materials",
      "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (92).",
      "expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
      "fully_qualified_name": "Building Materials:Cabinet Materials",
      "quickbooks_account_id": "105",
      "vendor_expense_category_id": "cmp1bauu0001c13pfdae2p9pm"
    }
  ],
  "source_file_name": "Industrial Lumber Invoice_51821-00.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": "industrial lumber and plywood",
  "quickbooks_vendor_id": "80",
  "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": "05-12-2026-036-INV-002",
  "vendor_name": "Industrial Lumber & Plywood, Inc.",
  "make_trace_id": "make-20260512_015845_054",
  "bill_import_id": "bill_e9ed01fc3a0e487da1fc51f5ceda2b86",
  "invoice_number": "51821-00",
  "source_file_name": "Industrial Lumber Invoice_51821-00.pdf",
  "quickbooks_vendor_id": "80",
  "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": "05-12-2026-036-INV-002",
  "make_trace_id": "make-20260512_015845_054",
  "bill_import_id": "bill_e9ed01fc3a0e487da1fc51f5ceda2b86",
  "source_file_name": "Industrial Lumber Invoice_51821-00.pdf",
  "quickbooks_bill_id": "382",
  "quickbooks_payload": {
    "path": "single_category_direct",
    "total": "57.24",
    "due_date": "2025-04-26",
    "doc_number": "51821-00",
    "vendor_ref": "80",
    "account_ref": "105",
    "jkath_terms": "Net 30",
    "vendor_terms": "1% 10 Net 30",
    "quickbooks_bill_id": "382"
  },
  "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": "05-12-2026-036-INV-002",
  "make_trace_id": "make-20260512_015845_054",
  "bill_import_id": "bill_e9ed01fc3a0e487da1fc51f5ceda2b86",
  "source_file_name": "Industrial Lumber Invoice_51821-00.pdf",
  "attachment_payload": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "382"
  },
  "quickbooks_bill_id": "382"
}

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": "05-12-2026-036-INV-002",
  "make_trace_id": "make-20260512_015845_054",
  "bill_import_id": "bill_e9ed01fc3a0e487da1fc51f5ceda2b86",
  "final_file_name": "IndustrialLumber&PlywoodInc_INV-51821-00.pdf",
  "source_file_name": "Industrial Lumber Invoice_51821-00.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/zs9iuf1wt59l7uzqgr19y/IndustrialLumber-PlywoodInc_INV-51821-00.pdf?rlkey=swtyr0j48ns56dky2u3bgqhw4&dl=0",
  "quickbooks_bill_id": "382",
  "multi_invoice_group_id": "bill_e9ed01fc3a0e487da1fc51f5ceda2b86"
}