Payees

Overview

Access your Payees within Royalties from our main navigation. From here you can manage the settings of anyone who receives payments via your created Contracts and Royalty Tokens (when enabled). Opening a Payees Details provides an overview of their balance, recent transactions and statements, associated assets and contracts, and the ability to edit their Payee Portal permissions within your organisation.

Additionally, your payees can receive a Payee Portal that provides permissions to view their balance, transactions and statements, and the assets and contracts their linked to. They can also update their own payee and account settings from here.

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Who Is It For?

• Rights Holders to access their Payee Portal, viewing their available balance, assets, transactions and contracts.

• Administrators who manage a payees details, payment methods, and portal access.

• Finance Teams for ensuring payment accuracy and completion.

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Key Benefits

Centralized management of all payees across your organisation.

Real-time tracking of payee status.

Bulk management of your payees for increased efficiency.

Detailed filtering and sorting capabilities.

Easy export and import of your payee data.

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Guides

Creating New Payees

Managing Your Payees

Enabling Payee Portals

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Frequently Asked Questions

What's the difference between a "Distribution" payee and "Portal" payees?

Distribution Payees are accounts that sign up via your organization's sign-up page, and are therefore client/child accounts of your enterprise. They are usually involved in/responsible for creating and distributing catalog from their accounts, and have the ability to add team members to help manage the account.

Portal Payees are payees that have been added via contracts to receive royalties and have view-only access to any linked catalog and contracts they're connected to. They do not have access to create or distribute new catalog from their accounts.

	Distribution Payee	Portal Payee
Definition	Royalty recipients involved in/responsible for creating and distributing catalog	Royalty recipients NOT involved in/responsible for creating and distributing catalog
Permissions	✦ Create/Edit Catalog ✦ Distribute Releases ✦ View Transactions ✦ View Revenue & Daily Trends Analytics ✦ Add team members	✦ View Catalog ✦ View Distribution ✦ View Transactions ✦ View Revenue Analytics 🅧 No edit permissions 🅧 Cannot add team members
Access	Client (child) Account	Payee Portal
Created	Signing up via your organizations sign-up page or added by you as a Client	Either by: Adding a new Payee within a Contract, or A Client adds a Payee through Track Splits (which creates a Track/Release level Contract)

You can also set up Commission Payees.

A commission payee is someone whose split % is taken from the distribution fee (your cut of the contract) instead of being taken from the contracts payout rate belonging to regular payees.

How do I know when payment information is missing?

The status "Payment Info Missing" will be displayed in the status column for your payees.

You can also filter by this status (and many others) in order to see all of your current payees missing payment information. Open filters by clicking , then select Status and choose the status to filter your payees by.

Can I export only selected payees?

Yes.

Use the checkbox on each payee listed in the table to select them. A batch actions bar will appear at the top of the table, where you can click Options and then select Export Payees to export your selected payees data. This will export a CSV file of your payees data.

Can I filter payees by payment provider?

Open the Payee filters by clicking , then select Payment Provider and choose between PayPal or Tipalti to show only payees using either of these providers.

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Additional Resources

• Learn about Payee Statements

• Understanding Royalty Payments

• Connecting Payees to Tipalti

• Adding Payee Advances

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Next Steps & Future Releases

• Additional integrations with more payment providers.

• Enhanced filtering options.

• More bulk actions for faster management.