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Payments

Overview

The Payments section in the Revelator platform allows users to manage and process royalty payments to payees. This includes reviewing pending amounts, filtering payees based on account status or balance, selecting payment providers, exporting balances, importing or exporting previous transactions as CSV, and executing payouts via PayPal, Tipalti, or Original Works. You can also add new transactions or payees from this central location. This central hub ensures transparent and organized royalty distribution.

Who Is It For?

  • Enterprises / Admin Users responsible for managing royalty payouts.

  • Finance Teams needing transaction-level payment reviews.

  • Real-World Scenario #1: A label admin sees that several payees have met their minimum payout threshold and schedules payments via PayPal.

  • Real-World Scenario #2: A finance manager filters out blocked or locked accounts and exports the filtered payment list for audit purposes.

Key Benefits

  • Centralized view of all outstanding payee balances.

  • Flexible filtering by payment provider, account status, and thresholds.

  • Multi-provider support: PayPal, Tipalti, Original Works.

  • Export functionality for finance or compliance teams.

  • Smooth end-to-end payment workflow from review to execution.

How It Works: Step by Step Guides

1

How to Filter and Review Payments

  • Access the Payments tab under Royalties. Here, you will see a list of all payees, along with their current balance and any pertinent status flags.

  • Use the search bar to locate specific payees by name or email.

  • Apply filters to narrow the list by payment method (PayPal, Tipalti, Original Works), account status (blocked, locked, active), or payment status (pending, paid, failed). These filters help you target payees who meet specific criteria, such as minimum threshold amounts.

  • Once filtered, review each payee’s balance, status, and payment method to ensure accuracy before proceeding.

2

How to Execute a Single or Bulk Payment

  • Within the Payments list, select the checkbox next to a payee's name to process an individual payment, or select multiple checkboxes to process bulk payments.

  • Click the Pay button. In the pop-up, review the payment date and (optionally) add a note that will be included with the PayPal payment.

  • Confirm amounts if they need adjusting. For example, you might choose to partially pay a payee rather than their full balance.

  • Press PAY to finalize the transfer. A confirmation message indicates payment requests are being processed by the chosen provider.

3

How to Export Filtered Balances

  • After you’ve applied filters (e.g., payees with balances above a certain threshold), click the Export button.

  • Select the desired file format (typically CSV) to download.

  • The exported file will contain only the payees who matched your filters, including relevant details (e.g., payee name, email, balance, and provider).

  • Use this export for financial records, reporting, or auditing purposes. You can also import previously exported data back into the system, if supported.

Key Sub-Sections:

  • Ready to Pay: Review all pending payments, including total unpaid amounts and payment counts.

  • Review & Pay: Finalize individual or bulk payments.

  • Filters & Export: Narrow results by provider, account status, and export filtered data.

Frequently Asked Questions

  • What happens if a payee account is locked? Locked accounts will not appear in the payout list unless filters are adjusted. Payments to these accounts will be skipped.

  • Can I edit payment amounts manually? Yes, during the 'Review & Pay' step, the amount can be adjusted before confirming.

  • How are minimum payment thresholds handled? You can filter for payees with balances above the minimum threshold to ensure efficiency.

  • Is there a way to see payment breakdowns by provider? Yes, during final review, payments are grouped by provider: PayPal, Tipalti, or Original Works.

  • Can I cancel a payment once it's been submitted? No, submitted payments cannot be canceled. Please ensure all details are accurate before confirming.

Keep; Reading

  • How to Add or Manage Payees

  • Original Works Payment Provider Setup Guide

  • FAQ: Payment Providers and Methods

  • Download: Payment Audit Template

Next Steps and Future Releases

  • Upcoming integration with Stripe and Wise.

  • Scheduled payments and automation rules.

  • Enhanced error reporting for failed payments.

  • Notification center for payout confirmations.

Stay tuned for product updates via Release Notes or subscribe to platform notifications.

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