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Billing / charges foundation

CargoArc Billing / Charges

CargoArc Logistics Software defines charge categories, billing stages, payment-status references, invoice-readiness documents, and billing exceptions. It connects the earlier CargoArc foundations without live payment processing, invoice issuance, accounting integration, calculation engines, persistence, or external integrations.

Reference only • manual review requiredSIA Technologies and Logistics Inc. • MaxArc Logistics Inc. is a separate logistics/NVOCC operating company.

Charge categories

  • Freight Charge — Freight-charge reference associated with a quote or shipment.
  • Origin Charge — Origin-service charge reference for manual review.
  • Destination Charge — Destination-service charge reference for manual review.
  • Warehouse Charge — Warehouse or 3PL service charge reference.
  • Documentation Fee — Documentation-support fee reference.
  • Customs Readiness Fee — Customs-readiness review fee reference. No customs filing or duty/tax calculation is performed.
  • Delivery Charge — Destination delivery-service charge reference.
  • Pickup Charge — Origin pickup-service charge reference.
  • Port / Terminal Charge — Port or terminal charge reference supplied for manual review. No port or terminal integration is performed.
  • RoRo Vehicle Handling Charge — Vehicle-handling charge reference for RoRo operations.
  • Accessorial Charge — Additional service or handling charge reference.
  • Storage Charge — Warehouse-storage charge reference.
  • Demurrage / Detention Reference — Demurrage or detention charge information supplied for manual review.
  • Adjustment / Credit Reference — Manual billing adjustment or credit reference.
  • Manual Review Charge — Charge reference requiring explicit human review.

Billing stages

  • Quote Charge Draft — Quote charge references are represented as a draft.
  • Quote Charge Review — Quote charge references undergo manual review.
  • Customer Approval Pending — Customer approval is represented as pending.
  • Booking Charge Review — Booking-related charge references undergo manual review.
  • Shipment Charge Review — Shipment-related charge references undergo manual review.
  • Warehouse Charge Review — Warehouse and storage charge references undergo manual review.
  • Customs Readiness Charge Review — Customs-readiness charge references undergo manual review. No customs filing or duty/tax calculation is performed.
  • Accessorial Review — Additional service charge references undergo manual review.
  • Invoice Readiness Review — Supporting references are reviewed for invoice readiness. No invoice is issued.
  • Invoice Draft Reference — A non-issued invoice-draft status is represented for manual review. Reference only. No invoice issuance or accounting integration.
  • Payment Status Reference — A manually supplied payment-status reference is represented. No payment processing or balance ledger.
  • Billing Hold — Billing readiness remains on hold pending manual review.
  • Ready for Human Approval — Billing reference data is represented as ready for a separate human decision. This status does not issue an invoice or process payment.
  • Closed — The billing-readiness reference is represented as closed.
  • Exception — A billing-readiness exception requires manual review.

Payment status references

  • Not Invoiced — No invoice reference has been represented.
  • Invoice Draft — A non-issued invoice draft is represented. No invoice is issued.
  • Invoice Review Needed — Invoice-readiness references require manual review.
  • Invoice Approved Reference — Manual approval of an invoice reference is represented. Reference only. No invoice issuance.
  • Payment Pending — Payment is manually represented as pending. No payment provider integration or processing.
  • Partially Paid Reference — A manually supplied partial-payment reference is represented. No balance or accounts-receivable ledger.
  • Paid Reference — A manually supplied paid-status reference is represented. No payment is processed or independently verified.
  • Payment Hold — The payment-status reference remains on hold for manual review.
  • Adjustment Pending — A manual billing adjustment is represented as pending.
  • Credit Pending — A manual billing credit is represented as pending.
  • Cancelled — The billing or payment-status reference is represented as cancelled.

Invoice readiness documents

  • Quote Summary — Quote-summary reference supporting manual billing review.
  • Booking Confirmation — Booking-confirmation reference supporting manual billing review.
  • Warehouse Receipt — Warehouse-receipt reference supporting charge review.
  • Dock Receipt — Dock-receipt reference supporting shipment charge review.
  • Bill of Lading / Sea Waybill — Ocean transport document reference supporting manual billing review.
  • Delivery Order — Delivery-order reference supporting destination charge review.
  • Commercial Invoice — Commercial-invoice reference supporting readiness review.
  • Accessorial Notes — Notes supporting manual accessorial review.
  • Storage Charge Summary — Storage-charge summary reference supporting manual review.
  • Manual Billing Review Notes — Internal notes supporting manual billing review.
  • Customer Approval Notes — Customer-approval note reference supporting manual review.

Billing exception types

  • Missing Charge Detail — Required charge detail is missing.
  • Missing Customer Approval — Customer approval reference is missing.
  • Missing Supporting Document — A supporting document reference is missing.
  • Rate Review Required — A rate reference requires manual review. No live rate shopping is performed.
  • Accessorial Review Required — An accessorial charge reference requires manual review.
  • Storage Charge Review Required — A storage charge reference requires manual review.
  • Payment Hold — Billing progression remains on hold pending manual review.
  • Customer Dispute Reference — A customer-dispute reference is represented for manual review.
  • Manual Billing Review Required — Qualified human billing review is required before progression.
  • Live Payment Disabled — Live payment-provider integration and processing remain disabled.
  • Accounting Integration Disabled — Accounting-system integration and production transmission remain disabled.
  • Cancelled — The billing reference is represented as cancelled.

Advanced static foundation coverage

States, readiness, and exception review

Representative states are synthetic references. Checklist completion and exception disposition remain manual and do not update an operational record.

Representative synthetic states

  • Charge reference drafted
  • Charge review needed
  • Approval reference pending
  • Invoice not created
  • Payment not processed
  • Manual finance closeout required

Static readiness checklist

  • Intake and quote references reviewed
  • Shipment and warehouse references reviewed
  • Customs charge references reviewed
  • Accessorial references reviewed
  • Invoice remains a static reference
  • Payment and accounting remain disabled
  • Manual finance review required

Exception references

  • Charge information reference missing
  • Customer approval reference pending
  • Warehouse or customs charge review needed
  • Billing support reference incomplete
  • Calculation, invoice, payment, or accounting action requested

Static navigation

Workflow, foundation, and operating-page handoffs

These links coordinate manual reference review only. They do not transfer, combine, persist, calculate, approve, or update operational data.

Completed workflow prototypes

Static reference handoffCustomer Intake Workflow PrototypeSynthetic intake readiness, field review, exception, and handoff coverage.Static reference handoffOperations File Workflow PrototypeSynthetic file assembly, readiness, exception, and closeout coverage.Static reference handoffShipment Status Board Workflow PrototypeSynthetic shipment-state, staff-review, exception, and handoff coverage.Static reference handoffDocument Checklist Workflow PrototypeSynthetic checklist lanes, document states, exceptions, and handoffs.Static reference handoffQuote and Booking Workflow PrototypeSynthetic quote review and non-operational booking-readiness coverage.Static reference handoffWarehouse and RoRo Workflow PrototypeSynthetic warehouse and vehicle readiness, hold, and handoff coverage.Static reference handoffCustoms Readiness Workflow PrototypeSynthetic customs-readiness review without classification or filing.Static reference handoffBilling and Charges Workflow PrototypeSynthetic charge review without invoices, payments, or accounting posting.Static reference handoffService Lanes Workflow PrototypeSynthetic lane-fit review without rates, schedules, routes, or booking.Static reference handoffOperations Command Center Workflow PrototypeSynthetic cross-workflow review without live data or calculated KPIs.Static reference handoffDocument Control Workflow PrototypeSynthetic document control without upload, storage, approval, or release.Static reference handoffAdvanced Asset Management Workflow PrototypeComprehensive static asset coverage without tracking, lookup, or mutation.Static reference handoffAdvanced Shipment Tracking and Milestone Workflow PrototypeComprehensive static milestone coverage without live tracking, feeds, or status mutation.Static reference handoffAdvanced Reports and Management Review Workflow PrototypeComprehensive static management review without live reports, analytics, KPIs, or exports.Static reference handoffAdvanced CargoArc Customer Digital Freight Portal Workflow PrototypeCustomer-facing static freight journey without accounts, submissions, uploads, tracking, payments, or persistence.Static reference handoffAdvanced CargoArc Carrier and Partner Collaboration Portal Workflow PrototypePartner-facing static collaboration without accounts, onboarding, tenders, bookings, exchanges, integrations, or persistence.Static reference handoffAdvanced CargoArc Trade Classification and Cargo Description Center Workflow PrototypeStatic trade classification and cargo-description planning without lookup, filing, calculation, mutation, or persistence.Static reference handoffAdvanced CargoArc Accounting and Finance Control Center Workflow PrototypeStatic core accounting-control planning without invoices, postings, payments, calculations, banking, reports, or persistence.

CargoArc foundation references

Static reference handoffService LanesTyped lane, direction, mode, equipment, and readiness references.Static reference handoffQuote / BookingStatic quote and booking stages, request types, and intake references.Static reference handoffShipment TimelineStatic milestone, event, document, and exception references.Static reference handoffDocument ChecklistStatic document catalog and shipment-readiness checklist references.Static reference handoffCustomer IntakeStatic customer, cargo, route, document, and consent field groups.Static reference handoffOperations FileStatic operations-file sections, status references, and closeout controls.Static reference handoffShipment Status BoardStatic board columns, categories, priorities, filters, and review states.Static reference handoffWarehouse / 3PLStatic receiving, storage, handling, document, and exception references.Static reference handoffRoRo VehicleStatic vehicle intake, document, condition, and readiness references.Static reference handoffCustoms ReadinessStatic customs document, status, exception, and manual-review references.

Related operating-page references

Static reference handoffCommand Center ModuleRelated enterprise module shell.Static reference handoffOperations Files ModuleRelated enterprise module shell.Static reference handoffAsset Management ModuleRelated enterprise module shell.Static reference handoffRoRo Intake ReferenceRelated CargoTrax demonstration route.Static reference handoffWarehouse Receipts ModuleRelated enterprise module shell.Static reference handoffVerify and Customs ModuleRelated enterprise module shell.Static reference handoffDocuments ReferenceRelated CargoTrax demonstration route.Static reference handoffTracking ReferenceRelated CargoTrax demonstration route.Static reference handoffBilling ModuleRelated enterprise module shell.

Safety and guardrails

Static prototype limitations

CargoArc Logistics Software presents this content as a static, synthetic, internal, non-operational reference. It is owned by SIA Technologies and Logistics Inc.; MaxArc Logistics Inc. is a separate logistics/NVOCC operating company.. Manual review is required before any operational use.

“Advanced” describes comprehensive static workflow coverage and presentation consistency only. It does not imply live functionality, automation, persistence, calculation, integration, or operational processing.