Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
54643
Total
$38.57
Invoice data
- Detected vendor
- River City Glass, Inc.
- Matched vendor
- River City Glass, Inc.
- Matched alias
- River City Glass INC
- Category
- Building Materials:Shower Glass
- Category method
- Single assignable category
- Invoice date
- 04/02/2025
- Due date
- 05/02/2025
- Vendor terms
- Net 30
- Jkath terms
- Net 30
- QB Bill ID
- 387
Category reason
Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.
File result
- Final file
- RiverCityGlassInc_INV-54643.pdf
- Outcome
- processed
- Details
- QuickBooks Bill created successfully. Source file attached to the Bill.
Processing Context
- Invoice ID
- 05-12-2026-036-INV-007
- Run ID
- 05-12-2026-036
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- River City Glass Invoice 54643.pdf
Stored payloads
Claude parse payload
{
"tax": 2.9,
"notes": "Project name derived from Order No field ('Medicine Cabinet Door'). Quote number 103894 also noted on invoice. Bill To: Jkath LLC, Attn: Amy DeGrote. Tax jurisdiction: Dakota County at 8.125%. Due date calculated as 30 days from invoice date per stated terms.",
"terms": "Net 30",
"total": 38.57,
"due_date": "2025-05-02",
"shipping": 0,
"subtotal": 35.67,
"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": 35.67,
"unit_price": 35.67,
"description": "1 x 1/8\" Mirror Clear Annealed, Flat Grind - Size: 13-1/8\" x 33-11/16\", 93-5/8\" (2L 2S), Area: 3.31 sq ft"
}
],
"vendor_name": "River City Glass, Inc.",
"invoice_date": "2025-04-02",
"project_name": "Medicine Cabinet Door",
"document_type": "invoice",
"invoice_number": "54643",
"is_billable_invoice": true
}Vendor match payload
{
"alias_lookup": {
"found": true,
"alias_id": "cmp1abeeg0048agtbz3nvnnzb",
"vendor_id": "vend_ad5ab54594a84fc681806965e18b3279",
"alias_name": "River City Glass INC",
"canonical_name": "River City Glass, Inc.",
"category_count": 1,
"category_options": [
{
"name": "Shower Glass",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Shower Glass (24).",
"expense_category_id": "cat_ed3dff6a1ea541f5a219940d39c9aef8",
"fully_qualified_name": "Building Materials:Shower Glass",
"quickbooks_account_id": "115",
"vendor_expense_category_id": "cmp1baxc0002s13pfwgfa8fg7"
}
],
"expense_category_id": "cat_ed3dff6a1ea541f5a219940d39c9aef8",
"normalized_alias_key": "river city glass inc",
"quickbooks_vendor_id": "1",
"quickbooks_account_id": "115",
"default_expense_account": "Shower Glass",
"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": "Shower Glass",
"expense_category_id": "cat_ed3dff6a1ea541f5a219940d39c9aef8",
"quickbooks_account_id": "115",
"selected_expense_category_id": "cat_ed3dff6a1ea541f5a219940d39c9aef8",
"selected_expense_category_name": "Shower Glass"
}
}QB payload
{
"lookup": {
"quickbooks_vendor_id": "1",
"quickbooks_account_id": "115",
"existing_quickbooks_bill_id": null
},
"bill_created": {
"path": "single_category_direct",
"total": "38.57",
"due_date": "2025-05-02",
"doc_number": "54643",
"vendor_ref": "1",
"account_ref": "115",
"jkath_terms": "Net 30",
"vendor_terms": "Net 30",
"quickbooks_bill_id": "387",
"resolved_expense_category_id": "cat_ed3dff6a1ea541f5a219940d39c9aef8"
},
"attachment_uploaded": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "387"
}
}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": "River City Glass Invoice 54643.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/River City Glass Invoice 54643.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjhA",
"source_dropbox_rev": "0165199649be5a900000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "26ee56cdd2f9ab489ac72512b7df3e3459d1f7804317014e145475ff8abc64b4",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/River City Glass Invoice 54643.pdf",
"multi_invoice_group_id": "bill_6cf1044919c14b48b7a7374f55b9b07d",
"processing_dropbox_rev": "01651996b8d4b7c00000003549f4393",
"multi_invoice_source_payload": {
"notes": "Single invoice PDF. No unusual issues detected.",
"invoices": [
{
"tax": 2.9,
"notes": "Project name derived from Order No field ('Medicine Cabinet Door'). Quote number 103894 also noted on invoice. Bill To: Jkath LLC, Attn: Amy DeGrote. Tax jurisdiction: Dakota County at 8.125%. Due date calculated as 30 days from invoice date per stated terms.",
"terms": "Net 30",
"total": 38.57,
"due_date": "2025-05-02",
"shipping": 0,
"subtotal": 35.67,
"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": 35.67,
"unit_price": 35.67,
"description": "1 x 1/8\" Mirror Clear Annealed, Flat Grind - Size: 13-1/8\" x 33-11/16\", 93-5/8\" (2L 2S), Area: 3.31 sq ft"
}
],
"vendor_name": "River City Glass, Inc.",
"invoice_date": "2025-04-02",
"project_name": "Medicine Cabinet Door",
"document_type": "invoice",
"invoice_number": "54643",
"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": "River City Glass Invoice 54643.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/River City Glass Invoice 54643.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/River City Glass Invoice 54643.pdf"
}Time
05/12/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "38.57",
"message": "Claude extraction parsed and stored.",
"due_date": "2025-05-02",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-036-INV-007",
"vendor_name": "River City Glass, Inc.",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3299",
"invoice_date": "2025-04-02",
"vendor_terms": "Net 30",
"make_trace_id": "make-20260512_015845_054",
"output_tokens": "430",
"bill_import_id": "bill_6cf1044919c14b48b7a7374f55b9b07d",
"invoice_number": "54643",
"vendor_due_date": "2025-05-02",
"source_file_name": "River City Glass Invoice 54643.pdf",
"claude_message_id": "msg_01ARgfF1eynprppqZTSn4Ssz",
"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": "cmp1abeeg0048agtbz3nvnnzb",
"vendor_id": "vend_ad5ab54594a84fc681806965e18b3279",
"process_key": "05-12-2026-036-INV-007",
"vendor_name": "River City Glass, Inc.",
"make_trace_id": "make-20260512_015845_054",
"bill_import_id": "bill_6cf1044919c14b48b7a7374f55b9b07d",
"canonical_name": "River City Glass, Inc.",
"category_count": 1,
"invoice_number": "54643",
"category_options": [
{
"name": "Shower Glass",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Shower Glass (24).",
"expense_category_id": "cat_ed3dff6a1ea541f5a219940d39c9aef8",
"fully_qualified_name": "Building Materials:Shower Glass",
"quickbooks_account_id": "115",
"vendor_expense_category_id": "cmp1baxc0002s13pfwgfa8fg7"
}
],
"source_file_name": "River City Glass Invoice 54643.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": "Shower Glass",
"expense_category_id": "cat_ed3dff6a1ea541f5a219940d39c9aef8",
"quickbooks_account_id": "115",
"selected_expense_category_id": "cat_ed3dff6a1ea541f5a219940d39c9aef8",
"selected_expense_category_name": "Shower Glass"
},
"expense_category_id": "cat_ed3dff6a1ea541f5a219940d39c9aef8",
"normalized_alias_key": "river city glass inc",
"quickbooks_vendor_id": "1",
"default_expense_account": "Shower Glass",
"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-007",
"vendor_name": "River City Glass, Inc.",
"make_trace_id": "make-20260512_015845_054",
"bill_import_id": "bill_6cf1044919c14b48b7a7374f55b9b07d",
"invoice_number": "54643",
"source_file_name": "River City Glass Invoice 54643.pdf",
"quickbooks_vendor_id": "1",
"quickbooks_account_id": "115",
"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-007",
"make_trace_id": "make-20260512_015845_054",
"bill_import_id": "bill_6cf1044919c14b48b7a7374f55b9b07d",
"source_file_name": "River City Glass Invoice 54643.pdf",
"quickbooks_bill_id": "387",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "38.57",
"due_date": "2025-05-02",
"doc_number": "54643",
"vendor_ref": "1",
"account_ref": "115",
"jkath_terms": "Net 30",
"vendor_terms": "Net 30",
"quickbooks_bill_id": "387"
},
"quickbooks_account_id": "115",
"resolved_expense_category_id": "cat_ed3dff6a1ea541f5a219940d39c9aef8"
}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-007",
"make_trace_id": "make-20260512_015845_054",
"bill_import_id": "bill_6cf1044919c14b48b7a7374f55b9b07d",
"source_file_name": "River City Glass Invoice 54643.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "387"
},
"quickbooks_bill_id": "387"
}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-007",
"make_trace_id": "make-20260512_015845_054",
"bill_import_id": "bill_6cf1044919c14b48b7a7374f55b9b07d",
"final_file_name": "RiverCityGlassInc_INV-54643.pdf",
"source_file_name": "River City Glass Invoice 54643.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/mgoag5v4rjtorzeqcmlgg/RiverCityGlassInc_INV-54643.pdf?rlkey=1syx6dm3xzv2ophvhp5rjkid7&dl=0",
"quickbooks_bill_id": "387",
"multi_invoice_group_id": "bill_6cf1044919c14b48b7a7374f55b9b07d"
}