Invoice Record

05-12-2026-036-INV-015

Schroeder Construction Services

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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

1017

Total

$575.00

Invoice data

Detected vendor: Schroeder Construction Services
Matched vendor: Schroeder Construction Services
Matched alias: Schroeder Construction Services
Category: Building Services:Garbage Disposal
Category method: Single assignable category
Invoice date: 04/03/2025
Due date: 05/03/2025
Vendor terms: Not set
Jkath terms: Net 30
QB Bill ID: 392

Category reason

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

File result

Final file: SchroederConstructionServices_INV-1017.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-015
Run ID: 05-12-2026-036
Source folder: /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file: Inv_1017_from_Schroeder_Construction_Services_108884.pdf

Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Project name inferred from the job site address included in the line item description. No payment terms stated. Billed to Jesse Kath / JKath at 4609 35th Avenue South, Minneapolis, MN 55406.",
  "terms": null,
  "total": 575,
  "due_date": null,
  "shipping": 0,
  "subtotal": 575,
  "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": 575,
      "unit_price": 575,
      "description": "30 Yard Dumpster Heavy 2848 WEst River Parkway MN"
    }
  ],
  "vendor_name": "Schroeder Construction Services",
  "invoice_date": "2025-04-03",
  "project_name": "2848 West River Parkway MN",
  "document_type": "invoice",
  "invoice_number": "1017",
  "is_billable_invoice": true
}

Vendor match payload

{
  "alias_lookup": {
    "found": true,
    "alias_id": "alias_b6d66776874548f5a69f87bd36fda501",
    "vendor_id": "vend_855ae603d1b3453e8be1adca3d42b841",
    "alias_name": "Schroeder Construction Services",
    "canonical_name": "Schroeder Construction Services",
    "category_count": 1,
    "category_options": [
      {
        "name": "Garbage Disposal",
        "notes": "Mapped from JKath historical QuickBooks export: Building Services:Garbage Disposal (34).",
        "expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
        "fully_qualified_name": "Building Services:Garbage Disposal",
        "quickbooks_account_id": "127",
        "vendor_expense_category_id": "cmp1bb0by004g13pf2d3h2xuz"
      }
    ],
    "expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
    "normalized_alias_key": "schroeder construction services",
    "quickbooks_vendor_id": "128",
    "quickbooks_account_id": "127",
    "default_expense_account": "Garbage Disposal",
    "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": "Garbage Disposal",
    "expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
    "quickbooks_account_id": "127",
    "selected_expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
    "selected_expense_category_name": "Garbage Disposal"
  }
}

QB payload

{
  "lookup": {
    "quickbooks_vendor_id": "128",
    "quickbooks_account_id": "127",
    "existing_quickbooks_bill_id": null
  },
  "bill_created": {
    "path": "single_category_direct",
    "total": "575.00",
    "due_date": "2025-05-03",
    "doc_number": "1017",
    "vendor_ref": "128",
    "account_ref": "127",
    "jkath_terms": "Net 30",
    "vendor_terms": "",
    "quickbooks_bill_id": "392",
    "resolved_expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5"
  },
  "attachment_uploaded": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "392"
  }
}

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": "Inv_1017_from_Schroeder_Construction_Services_108884.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Inv_1017_from_Schroeder_Construction_Services_108884.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjfQ",
  "source_dropbox_rev": "016519964ac84ba00000003549f4393",
  "multi_invoice_count": 1,
  "multi_invoice_index": 1,
  "source_content_hash": "29bc52745bb130ce237768499b86dc228b4901476b23ab421cb1af31fa03b94a",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Inv_1017_from_Schroeder_Construction_Services_108884.pdf",
  "multi_invoice_group_id": "bill_85a8ada7941f4f97be58c59c371ec962",
  "processing_dropbox_rev": "01651997325a36800000003549f4393",
  "multi_invoice_source_payload": {
    "notes": "Single invoice in this PDF. No tax or shipping charges present.",
    "invoices": [
      {
        "tax": 0,
        "notes": "Project name inferred from the job site address included in the line item description. No payment terms stated. Billed to Jesse Kath / JKath at 4609 35th Avenue South, Minneapolis, MN 55406.",
        "terms": null,
        "total": 575,
        "due_date": null,
        "shipping": 0,
        "subtotal": 575,
        "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": 575,
            "unit_price": 575,
            "description": "30 Yard Dumpster Heavy 2848 WEst River Parkway MN"
          }
        ],
        "vendor_name": "Schroeder Construction Services",
        "invoice_date": "2025-04-03",
        "project_name": "2848 West River Parkway MN",
        "document_type": "invoice",
        "invoice_number": "1017",
        "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": "Inv_1017_from_Schroeder_Construction_Services_108884.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Inv_1017_from_Schroeder_Construction_Services_108884.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Inv_1017_from_Schroeder_Construction_Services_108884.pdf"
}

Time

05/12/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload

{
  "total": "575.00",
  "message": "Claude extraction parsed and stored.",
  "due_date": "2025-05-03",
  "jkath_terms": "Net 30",
  "process_key": "05-12-2026-036-INV-015",
  "vendor_name": "Schroeder Construction Services",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3057",
  "invoice_date": "2025-04-03",
  "vendor_terms": null,
  "make_trace_id": "make-20260512_015845_054",
  "output_tokens": "374",
  "bill_import_id": "bill_85a8ada7941f4f97be58c59c371ec962",
  "invoice_number": "1017",
  "vendor_due_date": null,
  "source_file_name": "Inv_1017_from_Schroeder_Construction_Services_108884.pdf",
  "claude_message_id": "msg_01J6qgJGUACJACXxpD4VERLv",
  "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": "alias_b6d66776874548f5a69f87bd36fda501",
  "vendor_id": "vend_855ae603d1b3453e8be1adca3d42b841",
  "process_key": "05-12-2026-036-INV-015",
  "vendor_name": "Schroeder Construction Services",
  "make_trace_id": "make-20260512_015845_054",
  "bill_import_id": "bill_85a8ada7941f4f97be58c59c371ec962",
  "canonical_name": "Schroeder Construction Services",
  "category_count": 1,
  "invoice_number": "1017",
  "category_options": [
    {
      "name": "Garbage Disposal",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Garbage Disposal (34).",
      "expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
      "fully_qualified_name": "Building Services:Garbage Disposal",
      "quickbooks_account_id": "127",
      "vendor_expense_category_id": "cmp1bb0by004g13pf2d3h2xuz"
    }
  ],
  "source_file_name": "Inv_1017_from_Schroeder_Construction_Services_108884.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": "Garbage Disposal",
    "expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
    "quickbooks_account_id": "127",
    "selected_expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
    "selected_expense_category_name": "Garbage Disposal"
  },
  "expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5",
  "normalized_alias_key": "schroeder construction services",
  "quickbooks_vendor_id": "128",
  "default_expense_account": "Garbage Disposal",
  "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-015",
  "vendor_name": "Schroeder Construction Services",
  "make_trace_id": "make-20260512_015845_054",
  "bill_import_id": "bill_85a8ada7941f4f97be58c59c371ec962",
  "invoice_number": "1017",
  "source_file_name": "Inv_1017_from_Schroeder_Construction_Services_108884.pdf",
  "quickbooks_vendor_id": "128",
  "quickbooks_account_id": "127",
  "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-015",
  "make_trace_id": "make-20260512_015845_054",
  "bill_import_id": "bill_85a8ada7941f4f97be58c59c371ec962",
  "source_file_name": "Inv_1017_from_Schroeder_Construction_Services_108884.pdf",
  "quickbooks_bill_id": "392",
  "quickbooks_payload": {
    "path": "single_category_direct",
    "total": "575.00",
    "due_date": "2025-05-03",
    "doc_number": "1017",
    "vendor_ref": "128",
    "account_ref": "127",
    "jkath_terms": "Net 30",
    "vendor_terms": "",
    "quickbooks_bill_id": "392"
  },
  "quickbooks_account_id": "127",
  "resolved_expense_category_id": "cat_5363bdb3979a4f33ad245586d71e4cf5"
}

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-015",
  "make_trace_id": "make-20260512_015845_054",
  "bill_import_id": "bill_85a8ada7941f4f97be58c59c371ec962",
  "source_file_name": "Inv_1017_from_Schroeder_Construction_Services_108884.pdf",
  "attachment_payload": {
    "path": "single_category_direct",
    "file_name": "",
    "attachment_id": "",
    "quickbooks_bill_id": "392"
  },
  "quickbooks_bill_id": "392"
}

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-015",
  "make_trace_id": "make-20260512_015845_054",
  "bill_import_id": "bill_85a8ada7941f4f97be58c59c371ec962",
  "final_file_name": "SchroederConstructionServices_INV-1017.pdf",
  "source_file_name": "Inv_1017_from_Schroeder_Construction_Services_108884.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/wt9oiobs7asf9rje5ijak/SchroederConstructionServices_INV-1017.pdf?rlkey=6njl5uzick6uyotl1uuyuwo6s&dl=0",
  "quickbooks_bill_id": "392",
  "multi_invoice_group_id": "bill_85a8ada7941f4f97be58c59c371ec962"
}