Before you start
- You have a NectorPay account (signed up or invited)
- You have admin or owner access to your workspace
1
Step 1 of 6
Complete your company profile
- 1Go to Settings > Company and add your company name, address, and any required details
- 2Set your default currency and time zone
- 3Add your company logo if you want it to appear in the contractor portal
2
Step 2 of 6
Invite your finance team
- 1Go to Settings > Team (or Teams) and click 'Invite member'
- 2Enter each team member's email and choose their role (Owner, Admin, Finance, Manager, etc.)
- 3They'll receive an email to set their password and join the workspace
- 4Assign approvers and payment owners so workflows can run smoothly
3
Step 3 of 6
Add contractors
- 1Go to Contractors and click 'Add contractor' (or use bulk upload if you have many)
- 2Enter contractor name, email, and any required banking or tax info
- 3Send the invite so they can complete their profile and start submitting invoices
- 4For more detail, see the Bulk contractor onboarding guide
4
Step 4 of 6
Configure approval workflows
- 1Go to Settings > Approval policies (or Invoicing settings)
- 2Turn on multi-step approvals if you need more than one person to approve
- 3Set thresholds and assign approvers so invoices route correctly
- 4For more detail, see the Setting up multi-step approvals guide
5
Step 5 of 6
Run your first payment
- 1Once you have approved invoices and contractors with valid bank details, go to Pay runs (or Payments)
- 2Create a new payment run, select the approved invoices, and group by currency if needed
- 3Generate the bank export file (SEPA, FASTER, or ACH) and submit it to your bank
- 4For more detail, see the How to create your first payment guide
6
Step 6 of 6
Track and improve
- 1Use the dashboard to see pending approvals, upcoming payments, and contractor activity
- 2Check Audit logs for compliance and to see who did what
- 3Adjust approval rules and notifications as your team grows