Reference
Document types
The nine documents Harbor generates, who each one is for, what blocks it, how it is named and where it is sent.
The nine documents
| Document | For | Blocked until |
|---|---|---|
| Customer Invoice | Customer | |
| Debit Note | Customer | |
| Credit Note | Customer | |
| Carrier Bill | Carrier | A carrier is assigned |
| POD Request | Carrier | A carrier is assigned |
| Rate Confirmation | Carrier | The carrier has cleared compliance (R1) and credit does not hold the load (R2) |
| Carrier Confirmation | Carrier | Same as rate confirmation |
| Dispatch Sheet | Carrier | Same as rate confirmation |
| Delivery Order | Carrier | Same as rate confirmation |
Every document is built from the load and the company profile (name, MC, DOT, address, logo, bank details). Make them in the Document center or from the load record.
When a document is refused
The message says exactly why, for example:
- "No carrier is assigned to this load, so there is nobody to address the rate confirmation to. Pick a carrier first."
- "Bay Haulers has not cleared compliance (…), so the dispatch sheet cannot be made. A carrier needs MC, DOT, insurance in date, a W-9 and a reviewer's written approval first. This cannot be overridden."
- "The customer's credit holds this load (…), so the rate confirmation cannot be made until a credit decision is recorded."
File names
Every PDF is named Initials__DocType_LoadID_Date.pdf (R10):
| Part | Example |
|---|---|
| Agent's initials | DM |
| Two underscores | __ |
| Document type, letters only | RateConfirmation |
| Load ID | AR-0042 |
Date, YYYYMMDD | 20261108 |
| Whole name | DM__RateConfirmation_AR-0042_20261108.pdf |
Statements of account are named Statement_<Customer>_<From>_<To>.pdf.
Sending
| Document side | Goes to |
|---|---|
| Carrier documents | Only the carrier's FMCSA-registered email. No typed address. Blocked if FMCSA has none (R3) |
| Customer documents | The customer's email on file, or an address you type |
Every generated and sent document is recorded in the audit log and on the load's feed.