Payees

Payees

Your payees list includes a robust set of features for viewing, organizing and managing anyone who receives payment from you. Clicking on any name opens a Payee Details page with an overview of that payee’s recent transactions, all associated assets and contracts, and the ability to edit their permissions within Revelator. Other tabs include assets, contracts, and transactions. Clicking on those tabs will show you all items within the related field associated with that payee. You may also export a list of all payees or a selection of them and their accompanying information, as a CSV file.

From the main navigation menu click Royalties, then click on Payees.

When viewing the main Payees window, clicking Options at the top of the page will present a list of actions that will apply to any payees that have been selected from the list using the checkboxes. The options apply only to selected payees and include:

• Request pay info: Send an email requesting the payee login and enter all relevant information.

• Request all pay info missing: Send an email requesting the payee login and enter all missing information.

• Block payments: Halt all pending and future payments until they are unblocked.

• Unblock payments: Resume all pending and future payments that have been blocked.

• Lock account: Bar selected accounts from accessing Revelator

• Unlock account: Grant selected accounts access to Revelator

• Export selected payees: Create and download a CSV file with all available payment and account information listed.

• Invite all selected: Send an email invitation to all currently selected payees to sign up for Revelator.

• Invite all not yet selected: Send an email invitation to all payees that are not currently selected to sign up for Revelator.