Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
801043911
Total
$566.94
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
- 04/28/2025
- Due date
- 05/28/2025
- Vendor terms
- 1%-10th Net 30
- Jkath terms
- Net 30
- QB Bill ID
- 397
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
- 05-12-2026-037-INV-002
- Run ID
- 05-12-2026-037
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- HDLInvoice 801043911.pdf
Stored payloads
Claude parse payload
{
"tax": 42.59,
"notes": "Two-page invoice. Freight shown as $0.00 on the invoice summary. Sales tax of $42.59 applied. Customer PO: 136-1 Arden Vanities. Ship No: 0015099. Order No: 12689891.",
"terms": "1%-10th Net 30",
"total": 566.94,
"due_date": "2025-05-30",
"shipping": 0,
"subtotal": 524.35,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0.99,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 3,
"amount": 56.28,
"unit_price": 18.76,
"description": "B563H 4570B - 18 Tndm SoftCl 5/8mat Fullext 100lb 6-7X58F NI"
},
{
"qty": 6,
"amount": 27.48,
"unit_price": 4.58,
"description": "B071B3790 - 110 Inset Soft Close Inserta PADS"
},
{
"qty": 6,
"amount": 16.92,
"unit_price": 2.82,
"description": "B071T3790 - 110 Inset Self Close Inserta PADS"
},
{
"qty": 4,
"amount": 8.4,
"unit_price": 2.1,
"description": "B173H9100.12 - 19mm WingPlate Vert-Cam No.7 screw 2-7X58F NI"
},
{
"qty": 10,
"amount": 12.3,
"unit_price": 1.23,
"description": "B175H910 - 0mm Plate No.7wood or SystemScrew 2-7X58F NI"
},
{
"qty": 3,
"amount": 23.04,
"unit_price": 7.68,
"description": "BT51.1901 PS - TandemINSET LockingDevice L/R ASBLY L/R & 4-6X58F NI"
},
{
"qty": 2,
"amount": 9.5,
"unit_price": 4.75,
"description": "B956.1004 - Tip-on For Standard Doors ADJ"
},
{
"qty": 2,
"amount": 2.88,
"unit_price": 1.44,
"description": "B956.1201 - Tip-on In-Line Adapter Plate ADJ SEND 2 PCS 2-6X58F NI"
},
{
"qty": 4,
"amount": 3.84,
"unit_price": 0.96,
"description": "B175L6030.21 - 3mm FF CastPlate No.7 Center Screw 2-6x34F NI"
},
{
"qty": 2,
"amount": 5.12,
"unit_price": 2.56,
"description": "B071T3590 - 110 Full-OL Self Close Inserta PADS"
},
{
"qty": 2,
"amount": 8.66,
"unit_price": 4.33,
"description": "B071B3590 - 110 Full-OL Soft Close Inserta PADS"
},
{
"qty": 12,
"amount": 13.32,
"unit_price": 1.11,
"description": "PBL4135 - 1/8in HSS Drill Bit 135 Deg Point"
},
{
"qty": 10,
"amount": 11.9,
"unit_price": 1.19,
"description": "B970.5701 - Blumotion Sgl FF Adapt Pl/Scr ZINC 2-6x58F ZC"
},
{
"qty": 1,
"amount": 63.21,
"unit_price": 63.21,
"description": "F14109 - Titebond III WaterProofPROJUG 2.15G"
},
{
"qty": 9000,
"amount": 189,
"unit_price": 0.021,
"description": "SCUS8X114F - 8x114in Ultimate Square Drive"
},
{
"qty": 1,
"amount": 65,
"unit_price": 65,
"description": "CS145426 - TENSO PRELOAD CLIP 300 BOX"
},
{
"qty": 1,
"amount": 7.5,
"unit_price": 7.5,
"description": "CS145400 - TENSO Pre-Load Clip Tool Only"
}
],
"vendor_name": "Hardware Distributors",
"invoice_date": "2025-04-28",
"project_name": "136-1 Arden Vanities",
"document_type": "invoice",
"invoice_number": "801043911",
"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": "566.94",
"due_date": "2025-05-28",
"doc_number": "801043911",
"vendor_ref": "2",
"account_ref": "105",
"jkath_terms": "Net 30",
"vendor_terms": "1%-10th Net 30",
"quickbooks_bill_id": "397",
"resolved_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62"
},
"attachment_uploaded": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "397"
}
}Raw payload
{
"run_id": "run_d117948ad0ec46ec87f05b9be67f78c8",
"source": "make.com",
"run_key": "05-12-2026-037",
"make_trace_id": "make-20260512_020557_528",
"source_file_name": "HDLInvoice 801043911.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/HDLInvoice 801043911.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABg9w",
"source_dropbox_rev": "01651997e5cb92100000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "c37fb003b68c682b24b3d5a0b68831e29b7a417e7a3ea63e4e7bcef453cb69ce",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/HDLInvoice 801043911.pdf",
"multi_invoice_group_id": "bill_a9c2501385f3414eb772e7b74d838c08",
"processing_dropbox_rev": "01651997f8d6f5800000003549f4393",
"multi_invoice_source_payload": {
"notes": "Single invoice spanning two pages (801043911). All line items extracted across both pages. No multiple separate invoices detected.",
"invoices": [
{
"tax": 42.59,
"notes": "Two-page invoice. Freight shown as $0.00 on the invoice summary. Sales tax of $42.59 applied. Customer PO: 136-1 Arden Vanities. Ship No: 0015099. Order No: 12689891.",
"terms": "1%-10th Net 30",
"total": 566.94,
"due_date": "2025-05-30",
"shipping": 0,
"subtotal": 524.35,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0.99,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 3,
"amount": 56.28,
"unit_price": 18.76,
"description": "B563H 4570B - 18 Tndm SoftCl 5/8mat Fullext 100lb 6-7X58F NI"
},
{
"qty": 6,
"amount": 27.48,
"unit_price": 4.58,
"description": "B071B3790 - 110 Inset Soft Close Inserta PADS"
},
{
"qty": 6,
"amount": 16.92,
"unit_price": 2.82,
"description": "B071T3790 - 110 Inset Self Close Inserta PADS"
},
{
"qty": 4,
"amount": 8.4,
"unit_price": 2.1,
"description": "B173H9100.12 - 19mm WingPlate Vert-Cam No.7 screw 2-7X58F NI"
},
{
"qty": 10,
"amount": 12.3,
"unit_price": 1.23,
"description": "B175H910 - 0mm Plate No.7wood or SystemScrew 2-7X58F NI"
},
{
"qty": 3,
"amount": 23.04,
"unit_price": 7.68,
"description": "BT51.1901 PS - TandemINSET LockingDevice L/R ASBLY L/R & 4-6X58F NI"
},
{
"qty": 2,
"amount": 9.5,
"unit_price": 4.75,
"description": "B956.1004 - Tip-on For Standard Doors ADJ"
},
{
"qty": 2,
"amount": 2.88,
"unit_price": 1.44,
"description": "B956.1201 - Tip-on In-Line Adapter Plate ADJ SEND 2 PCS 2-6X58F NI"
},
{
"qty": 4,
"amount": 3.84,
"unit_price": 0.96,
"description": "B175L6030.21 - 3mm FF CastPlate No.7 Center Screw 2-6x34F NI"
},
{
"qty": 2,
"amount": 5.12,
"unit_price": 2.56,
"description": "B071T3590 - 110 Full-OL Self Close Inserta PADS"
},
{
"qty": 2,
"amount": 8.66,
"unit_price": 4.33,
"description": "B071B3590 - 110 Full-OL Soft Close Inserta PADS"
},
{
"qty": 12,
"amount": 13.32,
"unit_price": 1.11,
"description": "PBL4135 - 1/8in HSS Drill Bit 135 Deg Point"
},
{
"qty": 10,
"amount": 11.9,
"unit_price": 1.19,
"description": "B970.5701 - Blumotion Sgl FF Adapt Pl/Scr ZINC 2-6x58F ZC"
},
{
"qty": 1,
"amount": 63.21,
"unit_price": 63.21,
"description": "F14109 - Titebond III WaterProofPROJUG 2.15G"
},
{
"qty": 9000,
"amount": 189,
"unit_price": 0.021,
"description": "SCUS8X114F - 8x114in Ultimate Square Drive"
},
{
"qty": 1,
"amount": 65,
"unit_price": 65,
"description": "CS145426 - TENSO PRELOAD CLIP 300 BOX"
},
{
"qty": 1,
"amount": 7.5,
"unit_price": 7.5,
"description": "CS145400 - TENSO Pre-Load Clip Tool Only"
}
],
"vendor_name": "Hardware Distributors",
"invoice_date": "2025-04-28",
"project_name": "136-1 Arden Vanities",
"document_type": "invoice",
"invoice_number": "801043911",
"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 801043911.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/HDLInvoice 801043911.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/HDLInvoice 801043911.pdf"
}Time
05/12/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "566.94",
"message": "Claude extraction parsed and stored.",
"due_date": "2025-05-28",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-037-INV-002",
"vendor_name": "Hardware Distributors",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "5880",
"invoice_date": "2025-04-28",
"vendor_terms": "1%-10th Net 30",
"make_trace_id": "make-20260512_020557_528",
"output_tokens": "1380",
"bill_import_id": "bill_a9c2501385f3414eb772e7b74d838c08",
"invoice_number": "801043911",
"vendor_due_date": "2025-05-30",
"source_file_name": "HDLInvoice 801043911.pdf",
"claude_message_id": "msg_01NsKeNQ9dv8k3fCmGnEqWno",
"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": "05-12-2026-037-INV-002",
"vendor_name": "Hardware Distributors",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_a9c2501385f3414eb772e7b74d838c08",
"canonical_name": "Hardware Distributors Ltd",
"category_count": 1,
"invoice_number": "801043911",
"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 801043911.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": "05-12-2026-037-INV-002",
"vendor_name": "Hardware Distributors Ltd",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_a9c2501385f3414eb772e7b74d838c08",
"invoice_number": "801043911",
"source_file_name": "HDLInvoice 801043911.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": "05-12-2026-037-INV-002",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_a9c2501385f3414eb772e7b74d838c08",
"source_file_name": "HDLInvoice 801043911.pdf",
"quickbooks_bill_id": "397",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "566.94",
"due_date": "2025-05-28",
"doc_number": "801043911",
"vendor_ref": "2",
"account_ref": "105",
"jkath_terms": "Net 30",
"vendor_terms": "1%-10th Net 30",
"quickbooks_bill_id": "397"
},
"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": "05-12-2026-037-INV-002",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_a9c2501385f3414eb772e7b74d838c08",
"source_file_name": "HDLInvoice 801043911.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "397"
},
"quickbooks_bill_id": "397"
}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": "05-12-2026-037-INV-002",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_a9c2501385f3414eb772e7b74d838c08",
"final_file_name": "HardwareDistributorsLtd_INV-801043911.pdf",
"source_file_name": "HDLInvoice 801043911.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/xl6cc6bxuyu6saiud3bu4/HardwareDistributorsLtd_INV-801043911.pdf?rlkey=q1juhab9t7bn1n35byefkfdwl&dl=0",
"quickbooks_bill_id": "397",
"multi_invoice_group_id": "bill_a9c2501385f3414eb772e7b74d838c08"
}