One-stop source for Invoicing on the Exchange 

We've compiled this one-stop source to assist you as much as we can through the invoicing process. Use this page as a reference and guide to get you through all the relevant stages of invoicing.  

If you have been upgraded to Finance Manager already, please click here.

Before you complete a load

Add your bank details to your invoices: 

First Time - How to add your bank details   

Update - How to update your bank details and business information on invoices  

Adding your VAT Number to your invoices  

Once you have completed the loads

Create and send the perfect POD: 

How to create and send the perfect ePODs (Drivers) 

How to create and send hard copy PODs (Drivers)  

How to create and send the perfect POD (Companies)  

How to raise and send invoices:

How to raise an invoice (CX Driver app) 

How to raise and send invoices (CX Fleet app)  

How to raise and send invoices (desktop view)  

Editing, credit notes and supplementary invoices: 

How to edit an invoice (CX Driver app)   

How to edit an invoice (desktop view and CX Fleet app)  

How to raise a supplementary invoice  

How to add a credit note  

After you have submitted invoices for your services 

When to expect payment for a completed load  

What to do after you’ve received payment for a completed load  

How to manage invoices for loads completed on your behalf 

How to reverse an invoice marked as paid in error