Funding overview - Nectar Knowledge Base

Need help in this area? See Bill Pay FAQ.

The funding overview gives you visibility into where every bill sits in the payment lifecycle. A visual pipeline shows aggregate counts and totals at each stage, and a detailed table lets you drill into individual bills.

Pipeline stages

The pipeline summary at the top of the page shows four stages with bill counts and total dollar amounts:

Stage	What it means
Awaiting approval	Bills have been validated and are waiting for Nectar’s operations team to review and approve them for routing
Funds requested	Bills on the centralized payment path where funding has been requested
Funds in transit	Funding has been received and payment is being processed
Paid / Delivered	Bills that have been successfully paid (centralized path) or delivered to their destinations (AP-coded path)

Bill pay statuses

Each bill in the system has a bill pay status that indicates its current position in the lifecycle:

Status	Description
Waiting validation	Bill entered the pipeline and is being checked for data quality issues
Validated	Bill passed validation and is awaiting review
Pending routing	No routing rules matched — waiting for manual assignment or catch-all
Delivered	Bill was forwarded to a destination (email or ERP). Terminal state.
Funding requested	Centralized path: waiting for customer funding
Funding received	Funds received, vendor payment is being initiated
Payment processing	Payment is in progress with the payment provider
Paid	Vendor was paid successfully. Terminal state.
Payment failed	Payment attempt failed. Flagged for attention. Terminal state.
Cancelled	Bill pay cycle was cancelled (bill deleted, or manual action). Terminal state.
In exception	An issue was raised that paused the cycle. Resumes when resolved.
In dispute	A dispute was opened. Cycle pauses until the dispute is resolved.

Late-risk escalation

When a bill is approaching its due date without being paid or delivered, Nectar automatically escalates through three late-risk levels:

Level	Timing	What happens
Warning	Due date minus buffer days	Early alert sent to configured recipients
Urgent	Approaching due date	Escalation notification sent
Critical	Due date is imminent or passed	Final escalation — immediate attention needed

The buffer period is configured per company and defaults to 7 days. Bills showing a late-risk badge in the funding table need prompt attention to avoid late fees.

Late-risk alerts are sent to users matched by your notification rules. Configure who receives these alerts in your routing rules.

Using the funding table

The table below the pipeline shows individual bill pay cycles. Each row includes:

Status — current lifecycle position (color-coded badge)
Utility provider — who issued the bill
Bill date and Due date — timing context
Risk — late-risk badge if approaching due date
Total charges — the bill amount
Funds requested — when funding was requested (centralized path)

Available actions

From each row, you can:

Preview the bill to see full bill details in a side panel
Open in new tab to navigate to the bill’s detail page
View bill audit to see how rules evaluated this bill

Filtering

Use the filter bar to narrow the table by status, date range, risk level, or utility provider. Filters persist for your session so you can come back to the same view.

What happens when a bill changes

Bill Pay handles changes to bills that are already in the pipeline:

Bill is deleted — the payment cycle is cancelled. If payment was already in-flight, Nectar flags it for reconciliation.
Bill is revised — the old cycle is cancelled and a fresh cycle begins for the new version.
Charges change — if payment hasn’t started yet, the amount is updated. If payment is in-flight, the change is flagged for attention.

Bill Pay overview — how the module works end-to-end
Rules — configure routing and GL coding rules
Glossary — Bill pay status — full status definitions
Glossary — Late-risk level — escalation tier definitions

​Pipeline stages

​Bill pay statuses

​Late-risk escalation

​Using the funding table

​Available actions

​Filtering

​What happens when a bill changes

​Related pages

Pipeline stages

Bill pay statuses

Late-risk escalation

Using the funding table

Available actions

Filtering

What happens when a bill changes

Related pages