# 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.

<figure><img src="https://3676652645-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEiW8xrgQlP3-v0URKN%2Fuploads%2FzfYCtkIB1hhUUegRtgOP%2FPayees.png?alt=media&#x26;token=dac03ed6-ba9f-49b6-b80d-0a734fc1d536" alt=""><figcaption></figcaption></figure>

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.<br>

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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

<img src="https://3676652645-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEiW8xrgQlP3-v0URKN%2Fuploads%2F07bCMGyK38ere7oSZjEJ%2FStar.svg?alt=media&#x26;token=2aa9f7d5-db91-4c4a-bd4a-e69cb7f8bbb0" alt="" data-size="line"> **Centralized management** of all payees across your organisation.

<img src="https://3676652645-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEiW8xrgQlP3-v0URKN%2Fuploads%2F07bCMGyK38ere7oSZjEJ%2FStar.svg?alt=media&#x26;token=2aa9f7d5-db91-4c4a-bd4a-e69cb7f8bbb0" alt="" data-size="line"> **Real-time tracking** of payee status.

<img src="https://3676652645-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEiW8xrgQlP3-v0URKN%2Fuploads%2F07bCMGyK38ere7oSZjEJ%2FStar.svg?alt=media&#x26;token=2aa9f7d5-db91-4c4a-bd4a-e69cb7f8bbb0" alt="" data-size="line"> **Bulk management** of your payees for increased efficiency.

<img src="https://3676652645-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEiW8xrgQlP3-v0URKN%2Fuploads%2F07bCMGyK38ere7oSZjEJ%2FStar.svg?alt=media&#x26;token=2aa9f7d5-db91-4c4a-bd4a-e69cb7f8bbb0" alt="" data-size="line"> **Detailed filtering** and sorting capabilities.

<img src="https://3676652645-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEiW8xrgQlP3-v0URKN%2Fuploads%2F07bCMGyK38ere7oSZjEJ%2FStar.svg?alt=media&#x26;token=2aa9f7d5-db91-4c4a-bd4a-e69cb7f8bbb0" alt="" data-size="line"> **Easy export and import** of your payee data.

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## Guides

[Creating New Payees](https://docs.revelator.com/pro/platform/royalties/payees/creating-new-payees)

[Managing Your Payees](https://docs.revelator.com/pro/platform/royalties/payees/managing-your-payees)

[Enabling Payee Portals](https://docs.revelator.com/pro/platform/royalties/payees/enabling-payee-portals)

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## Frequently Asked Questions

<details>

<summary>What's the difference between a "<strong>Distribution</strong>" payee and "<strong>Portal</strong>" payees? </summary>

**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.

<table><thead><tr><th width="116.671875" valign="top"></th><th valign="top">Distribution Payee</th><th valign="top">Portal Payee</th></tr></thead><tbody><tr><td valign="top"><strong>Definition</strong></td><td valign="top">Royalty recipients involved in/responsible for creating and distributing catalog</td><td valign="top">Royalty recipients <strong>NOT</strong> involved in/responsible for creating and distributing catalog </td></tr><tr><td valign="top"><strong>Permissions</strong></td><td valign="top"><p><mark style="color:yellow;"><strong>✦</strong></mark>  Create/Edit Catalog</p><p><mark style="color:yellow;"><strong>✦</strong></mark>  Distribute Releases</p><p><mark style="color:yellow;"><strong>✦</strong></mark>  View Transactions</p><p><mark style="color:yellow;"><strong>✦</strong></mark>  View Revenue &#x26; Daily Trends Analytics</p><p><mark style="color:yellow;"><strong>✦</strong></mark>  Add team members</p><p></p></td><td valign="top"><p><mark style="color:yellow;"><strong>✦</strong></mark>  View Catalog</p><p><mark style="color:yellow;"><strong>✦</strong></mark>  View Distribution</p><p><mark style="color:yellow;"><strong>✦</strong></mark>  View Transactions</p><p><mark style="color:yellow;"><strong>✦</strong></mark>  View Revenue Analytics</p><p><mark style="color:red;"><strong>🅧</strong></mark>  <strong>No edit permissions</strong></p><p><mark style="color:red;"><strong>🅧</strong></mark>  <strong>Cannot add team members</strong></p><p></p></td></tr><tr><td valign="top"><strong>Access</strong></td><td valign="top">Client (child) Account</td><td valign="top">Payee Portal</td></tr><tr><td valign="top"><strong>Created</strong></td><td valign="top">Signing up via your organizations sign-up page or added by you as a Client</td><td valign="top"><p>Either by:</p><ul><li>Adding a new Payee within a Contract, or</li><li>A Client adds a Payee through Track Splits (which creates a Track/Release level Contract)</li></ul></td></tr></tbody></table>

{% hint style="info" %}
You can also set up **Commission Payees**.&#x20;

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.
{% endhint %}

</details>

<details>

<summary>How do I know when payment information is missing?</summary>

The status "**Payment Info Missing**" will be displayed in the status column for your payees.&#x20;

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 <img src="https://3676652645-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEiW8xrgQlP3-v0URKN%2Fuploads%2FU3sEE5iRoqKLxwhaEOI3%2Ffilter.svg?alt=media&#x26;token=1f709ccf-fe9b-4f38-8d64-9063537c86ad" alt="" data-size="line">, then select **Status** and choose the status to filter your payees by.

</details>

<details>

<summary>Can I export only selected payees?</summary>

Yes.&#x20;

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.

</details>

<details>

<summary>Can I filter payees by payment provider?</summary>

Open the Payee filters by clicking <img src="https://3676652645-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEiW8xrgQlP3-v0URKN%2Fuploads%2FU3sEE5iRoqKLxwhaEOI3%2Ffilter.svg?alt=media&#x26;token=1f709ccf-fe9b-4f38-8d64-9063537c86ad" alt="" data-size="line">, then select **Payment Provider** and choose between **PayPal** or **Tipalti** to show only payees using either of these providers.

</details>

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## Additional Resources

* Learn about [Payee Statements](https://docs.revelator.com/pro/platform/royalties/statements)
* Understanding [Royalty Payments](https://docs.revelator.com/pro/payments)
* [Connecting Payees to Tipalti](https://docs.revelator.com/pro/payments/payments-with-tipalti/connecting-payees-to-tipalti)
* [Adding Payee Advances](https://docs.revelator.com/pro/payments/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.