Completing your profile is so much more than simply filling in your contact details. By adding a booking footer and stating your payment terms, you’ll be able to put yourself in the best position to transport your loads efficiently and build positive relationships with carriers on the platform.
Please note, if you're a Trustd member, you can only edit your profile on there. Click here to learn how to do that.
IN THIS ARTICLE
- How to add payment terms
- How to add a booking footer
- How to add a subcontractor’s details (Premium feature)
How to add payment terms
Payment terms are the time frames in which your carriers can expect payment for an invoice on a completed load.
Setting payment terms is beneficial for both you and your carrier, so there is no miscommunication or confusion when it comes to payment expectations. Your payment terms will always be visible on your posted loads.
Honouring your payment terms will help you receive good feedback from carriers who’ve completed your loads, thereby boosting your reputation and making you more attractive to other members on CX.
You have the following payment terms to choose from on CX:
- COD – Cash on Delivery
- 7, 14, 30, 45, or 60 days from invoice.
The due date of the invoice payment will depend on when you receive the invoice from your carrier. For example, if your payment terms are 14 days from invoice and you receive an invoice on 2nd July, the payment would be due on 16th July.
- 7, 14, 30, 45, or 60 from End of Month.
The payment due date is the end of the month in addition to 7, 14, 30, 45, or 60 days from the date of a completed booking. For example, if your payment terms are14 days End of Month, and a carrier completed a booking for you on 2nd July the due date would be on 14th August.
If your payment terms were 60 days End of Month a booking completed on the 2nd July would be due 30th September.
To set your payment terms:
Step 1) Click the main drop-down menu at the top of the page.
Step 2) Click’ Company Profile’. 
Step 3) Look for the ‘Trading Details’ section and click the drop-down under where it says, ‘Payment Terms’ to select your option. 
Step 4) Click ‘Save’ at the bottom of the page to confirm your changes.
How to add a booking footer
A booking footer is a handy way to get any additional information across to your carrier, which is visible in their booking confirmation. Only your carrier will be able to see any additional notes you may have added and not your customer.
Booking footers can increase transparency between your company and carriers, providing clarity and reiterating any important information.
Information on your booking footer should include:
- Repeating your payment terms, so carriers know when to expect payment.
- Clarifying to your carrier whether you require a hard copy signed POD or are willing to accept an ePOD. (We encourage you to start accepting ePODs as this has a lighter impact on the environment and prevents them from going missing in the post or being misplaced.)
- Any other requirements for sending invoices or POD. For example, if you have a specific office address you want carriers to send their PODS and invoices to.
To add a booking footer:
Step 1) Click the main drop-down menu at the top of the page.
Step 2) Click on ‘Company Profile’.
Step 3) Look for the ‘Booking Footer’ section in the middle of the page.
How to add a subcontractor’s details (Premium feature)
If you are a Freight Forwarder on a premium subscription, not only do you have the option to post loads, but you can also add subcontractors to your profile.
Subcontractors you choose to add to your profile can be members of the Exchange or pre-existing subcontractors from outside of the Exchange, which is excellent if you’d like to continue working with certain subcontractors you’ve already built a relationship with.
If they aren’t members of the Exchange, you can set up your subcontractor to be able to complete bookings for you via the CX app, which they’ll be able to download for free.
Step 1) Click on the drop-down menu.
Step 2) Next, click on ‘Other’. 
Step 3) Click on the ‘Drivers and sub-contractors’ tab. 
Step 4) Click on ‘Add Sub-contractor/Carrier’. 
Step 5) If you’re adding a subcontractor who is already a member of the Exchange, you can search for them by member ID, company name, first and last name, email address or by phone number. 
Step 6) If your subcontractor is not already a CX member, enter their phone number or email address to continue and then complete the rest of the details for your subcontractor.
Step 7) Ask your subcontractor for their vehicle details like vehicle size, model, and body type. All the fields marked with a red asterisk (*) are mandatory and you must cannot leave them blank.
Step 8) All these details help to keep the subcontractor and your customer connected. 
Step 9) For your subcontractor to gain access to the CX app, you’ll have to select ‘Plus’ or ‘Standard’ in the ‘Mobile Option’ drop-down menu. 
Step 10) It will then ask you to create a unique username and password for them to be able to log in and manage their bookings when transporting your loads. 
Step 11) Click ‘Save’ to confirm your subcontractor’s details. 