Quick start

Getting started as a business

Set up your workspace, invite your team, add contractors, and run your first payment cycle.

8 min read

6 steps

Prerequisites

You have a NectorPay account (signed up or invited)
You have admin or owner access to your workspace

Step 1

Complete your company profile

Go to Settings > Company and add your company name, address, and any required details
Set your default currency and time zone
Add your company logo if you want it to appear in the contractor portal

Step 2

Invite your finance team

Go to Settings > Team (or Teams) and click 'Invite member'
Enter each team member's email and choose their role (Owner, Admin, Finance, Manager, etc.)
They'll receive an email to set their password and join the workspace
Assign approvers and payment owners so workflows can run smoothly

Step 3

Add contractors

Go to Contractors and click 'Add contractor' (or use bulk upload if you have many)
Enter contractor name, email, and any required banking or tax info
Send the invite so they can complete their profile and start submitting invoices
For more detail, see the Bulk contractor onboarding guide

Step 4

Configure approval workflows

Go to Settings > Approval policies (or Invoicing settings)
Turn on multi-step approvals if you need more than one person to approve
Set thresholds and assign approvers so invoices route correctly
For more detail, see the Setting up multi-step approvals guide

Step 5

Run your first payment

Once you have approved invoices and contractors with valid bank details, go to Pay runs (or Payments)
Create a new payment run, select the approved invoices, and group by currency if needed
Generate the bank export file (SEPA, FASTER, or ACH) and submit it to your bank
For more detail, see the How to create your first payment guide

Step 6

Track and improve

Use the dashboard to see pending approvals, upcoming payments, and contractor activity
Check Audit logs for compliance and to see who did what
Adjust approval rules and notifications as your team grows

Related Guides

Back to Help Center

Quick start

Getting started as a business

Set up your workspace, invite your team, add contractors, and run your first payment cycle.

8 min read

6 steps

Prerequisites

You have a NectorPay account (signed up or invited)
You have admin or owner access to your workspace

Step 1

Complete your company profile

Go to Settings > Company and add your company name, address, and any required details
Set your default currency and time zone
Add your company logo if you want it to appear in the contractor portal

Step 2

Invite your finance team

Go to Settings > Team (or Teams) and click 'Invite member'
Enter each team member's email and choose their role (Owner, Admin, Finance, Manager, etc.)
They'll receive an email to set their password and join the workspace
Assign approvers and payment owners so workflows can run smoothly

Step 3

Add contractors

Go to Contractors and click 'Add contractor' (or use bulk upload if you have many)
Enter contractor name, email, and any required banking or tax info
Send the invite so they can complete their profile and start submitting invoices
For more detail, see the Bulk contractor onboarding guide

Step 4

Configure approval workflows

Go to Settings > Approval policies (or Invoicing settings)
Turn on multi-step approvals if you need more than one person to approve
Set thresholds and assign approvers so invoices route correctly
For more detail, see the Setting up multi-step approvals guide

Step 5

Run your first payment

Once you have approved invoices and contractors with valid bank details, go to Pay runs (or Payments)
Create a new payment run, select the approved invoices, and group by currency if needed
Generate the bank export file (SEPA, FASTER, or ACH) and submit it to your bank
For more detail, see the How to create your first payment guide

Step 6

Track and improve

Use the dashboard to see pending approvals, upcoming payments, and contractor activity
Check Audit logs for compliance and to see who did what
Adjust approval rules and notifications as your team grows

Related Guides

Back to Help Center