Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
INV-104891
Total
$4,937.50
Invoice data
- Detected vendor
- Granite-Tops
- Matched vendor
- Granite-Tops LLC
- Matched alias
- Granite-Tops
- Category
- Building Materials:Granite or Solid Surface
- Category method
- Single assignable category
- Invoice date
- 04/28/2025
- Due date
- 05/28/2025
- Vendor terms
- Net 30
- Jkath terms
- Net 30
- QB Bill ID
- 412
Category reason
Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.
File result
- Final file
- Granite-TopsLLC_INV-INV-104891.pdf
- Outcome
- processed
- Details
- QuickBooks Bill created successfully. Source file attached to the Bill.
Processing Context
- Invoice ID
- 05-12-2026-037-INV-021
- Run ID
- 05-12-2026-037
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- INV 104891.pdf
Stored payloads
Claude parse payload
{
"tax": 0,
"notes": "Invoice is from Granite-Tops / Stone Countertop Outlet (a Granite-Tops Company). Vendor address: 1480 Prairie Drive, Cold Spring MN 56320. Project coordinator: Morgel, Merry C. Final price is subject to change per invoice terms. No tax listed. Delivery/freight included as a line item in subtotal so shipping set to 0.",
"terms": "Net 30",
"total": 4937.5,
"due_date": "2025-05-28",
"shipping": 0,
"subtotal": 4937.5,
"confidence": {
"total": 0.99,
"vendor_name": 0.97,
"invoice_date": 0.99,
"project_name": 0.99,
"invoice_number": 0.99
},
"line_items": [
{
"qty": null,
"amount": 3850,
"unit_price": null,
"description": "KITCHEN PERIMETER (Bid w/Standard slide-in range) - Q Quartz Countertops: Calacatta Valentin (3cm), Eased Edge, No Backsplash. Does not include countertop at the existing sink area."
},
{
"qty": null,
"amount": 100,
"unit_price": null,
"description": "RANGE SHELF - Quartz Countertops (3cm): Color: Calacatta Valentin, Eased Edge. Supports will be needed."
},
{
"qty": null,
"amount": 600,
"unit_price": null,
"description": "HALF BATH VANITY - Quartz Countertops (3cm): Color: Hanstone Calacatta Venato from Granite-Tops small stock, Eased Edge"
},
{
"qty": null,
"amount": 150,
"unit_price": null,
"description": "Undermount Sink Finishing (Does not include sink)"
},
{
"qty": null,
"amount": 82.5,
"unit_price": null,
"description": "Up to 3\" Back Splash: Milled to 3/4\" Thick"
},
{
"qty": null,
"amount": 125,
"unit_price": null,
"description": "Field Measure and Delivery: Includes initial field measure and install, other trips will incur additional costs."
},
{
"qty": null,
"amount": 30,
"unit_price": null,
"description": "Fuel Surcharge"
}
],
"vendor_name": "Granite-Tops",
"invoice_date": "2025-04-28",
"project_name": "43rd Ave S",
"document_type": "invoice",
"invoice_number": "INV-104891",
"is_billable_invoice": true
}Vendor match payload
{
"alias_lookup": {
"found": true,
"alias_id": "alias_8bc664bd98704c4f99c45412b3427df9",
"vendor_id": "vend_29df8631a3a2445e89ce5b51e8753c16",
"alias_name": "Granite-Tops",
"canonical_name": "Granite-Tops LLC",
"category_count": 1,
"category_options": [
{
"name": "Granite or Solid Surface",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Granite or Solid Surface (26).",
"expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d",
"fully_qualified_name": "Building Materials:Granite or Solid Surface",
"quickbooks_account_id": "109",
"vendor_expense_category_id": "cmp1bawk3002c13pfukeqm690"
}
],
"expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d",
"normalized_alias_key": "granite tops",
"quickbooks_vendor_id": "43",
"quickbooks_account_id": "109",
"default_expense_account": "Granite or Solid Surface",
"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": "Granite or Solid Surface",
"expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d",
"quickbooks_account_id": "109",
"selected_expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d",
"selected_expense_category_name": "Granite or Solid Surface"
}
}QB payload
{
"lookup": {
"quickbooks_vendor_id": "43",
"quickbooks_account_id": "109",
"existing_quickbooks_bill_id": null
},
"bill_created": {
"path": "single_category_direct",
"total": "4937.50",
"due_date": "2025-05-28",
"doc_number": "INV-104891",
"vendor_ref": "43",
"account_ref": "109",
"jkath_terms": "Net 30",
"vendor_terms": "Net 30",
"quickbooks_bill_id": "412",
"resolved_expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d"
},
"attachment_uploaded": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "412"
}
}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": "INV 104891.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/INV 104891.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABg8w",
"source_dropbox_rev": "01651997e7c101b00000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "f15b6575b9e7501601dae935d95c9f0c65dd20f87efee5b29b55e1f00ed6ae27",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/INV 104891.pdf",
"multi_invoice_group_id": "bill_1865a9f3ecee4760898ae39106d2a328",
"processing_dropbox_rev": "0165199932741d800000003549f4393",
"multi_invoice_source_payload": {
"notes": "Single invoice in this PDF. Vendor operates under both 'Granite-Tops' and 'Stone Countertop Outlet' branding; canonical name used is Granite-Tops.",
"invoices": [
{
"tax": 0,
"notes": "Invoice is from Granite-Tops / Stone Countertop Outlet (a Granite-Tops Company). Vendor address: 1480 Prairie Drive, Cold Spring MN 56320. Project coordinator: Morgel, Merry C. Final price is subject to change per invoice terms. No tax listed. Delivery/freight included as a line item in subtotal so shipping set to 0.",
"terms": "Net 30",
"total": 4937.5,
"due_date": "2025-05-28",
"shipping": 0,
"subtotal": 4937.5,
"confidence": {
"total": 0.99,
"vendor_name": 0.97,
"invoice_date": 0.99,
"project_name": 0.99,
"invoice_number": 0.99
},
"line_items": [
{
"qty": null,
"amount": 3850,
"unit_price": null,
"description": "KITCHEN PERIMETER (Bid w/Standard slide-in range) - Q Quartz Countertops: Calacatta Valentin (3cm), Eased Edge, No Backsplash. Does not include countertop at the existing sink area."
},
{
"qty": null,
"amount": 100,
"unit_price": null,
"description": "RANGE SHELF - Quartz Countertops (3cm): Color: Calacatta Valentin, Eased Edge. Supports will be needed."
},
{
"qty": null,
"amount": 600,
"unit_price": null,
"description": "HALF BATH VANITY - Quartz Countertops (3cm): Color: Hanstone Calacatta Venato from Granite-Tops small stock, Eased Edge"
},
{
"qty": null,
"amount": 150,
"unit_price": null,
"description": "Undermount Sink Finishing (Does not include sink)"
},
{
"qty": null,
"amount": 82.5,
"unit_price": null,
"description": "Up to 3\" Back Splash: Milled to 3/4\" Thick"
},
{
"qty": null,
"amount": 125,
"unit_price": null,
"description": "Field Measure and Delivery: Includes initial field measure and install, other trips will incur additional costs."
},
{
"qty": null,
"amount": 30,
"unit_price": null,
"description": "Fuel Surcharge"
}
],
"vendor_name": "Granite-Tops",
"invoice_date": "2025-04-28",
"project_name": "43rd Ave S",
"document_type": "invoice",
"invoice_number": "INV-104891",
"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 104891.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/INV 104891.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/INV 104891.pdf"
}Time
05/12/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "4937.50",
"message": "Claude extraction parsed and stored.",
"due_date": "2025-05-28",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-037-INV-021",
"vendor_name": "Granite-Tops",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3558",
"invoice_date": "2025-04-28",
"vendor_terms": "Net 30",
"make_trace_id": "make-20260512_020557_528",
"output_tokens": "851",
"bill_import_id": "bill_1865a9f3ecee4760898ae39106d2a328",
"invoice_number": "INV-104891",
"vendor_due_date": "2025-05-28",
"source_file_name": "INV 104891.pdf",
"claude_message_id": "msg_01BvWDwKxyfo5LN49kinDL7P",
"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_8bc664bd98704c4f99c45412b3427df9",
"vendor_id": "vend_29df8631a3a2445e89ce5b51e8753c16",
"process_key": "05-12-2026-037-INV-021",
"vendor_name": "Granite-Tops",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_1865a9f3ecee4760898ae39106d2a328",
"canonical_name": "Granite-Tops LLC",
"category_count": 1,
"invoice_number": "INV-104891",
"category_options": [
{
"name": "Granite or Solid Surface",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Granite or Solid Surface (26).",
"expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d",
"fully_qualified_name": "Building Materials:Granite or Solid Surface",
"quickbooks_account_id": "109",
"vendor_expense_category_id": "cmp1bawk3002c13pfukeqm690"
}
],
"source_file_name": "INV 104891.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": "Granite or Solid Surface",
"expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d",
"quickbooks_account_id": "109",
"selected_expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d",
"selected_expense_category_name": "Granite or Solid Surface"
},
"expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d",
"normalized_alias_key": "granite tops",
"quickbooks_vendor_id": "43",
"default_expense_account": "Granite or Solid Surface",
"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-021",
"vendor_name": "Granite-Tops LLC",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_1865a9f3ecee4760898ae39106d2a328",
"invoice_number": "INV-104891",
"source_file_name": "INV 104891.pdf",
"quickbooks_vendor_id": "43",
"quickbooks_account_id": "109",
"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-021",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_1865a9f3ecee4760898ae39106d2a328",
"source_file_name": "INV 104891.pdf",
"quickbooks_bill_id": "412",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "4937.50",
"due_date": "2025-05-28",
"doc_number": "INV-104891",
"vendor_ref": "43",
"account_ref": "109",
"jkath_terms": "Net 30",
"vendor_terms": "Net 30",
"quickbooks_bill_id": "412"
},
"quickbooks_account_id": "109",
"resolved_expense_category_id": "cat_1123c011e8a94558b0b033c200877d3d"
}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-021",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_1865a9f3ecee4760898ae39106d2a328",
"source_file_name": "INV 104891.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "412"
},
"quickbooks_bill_id": "412"
}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-021",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_1865a9f3ecee4760898ae39106d2a328",
"final_file_name": "Granite-TopsLLC_INV-INV-104891.pdf",
"source_file_name": "INV 104891.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/ckcdsgexi7tfxpjb25shx/Granite-TopsLLC_INV-INV-104891.pdf?rlkey=lsam06rues2zf0wzc43fuosxk&dl=0",
"quickbooks_bill_id": "412",
"multi_invoice_group_id": "bill_1865a9f3ecee4760898ae39106d2a328"
}