# Managing Your Payees

## Overview

Managing a payee in the Revelator platform involves performing various actions to maintain accurate payment and account information. The **Payee Details** page provides a centralized location for managing transactions, assets, contracts, and profile information related to a specific payee.

The **Payee Details** page is divided into the following sections:

* **Overview:** Displays the payee’s balance, statement totals, and most recent releases.
* **Assets:** Lists all associated assets, including title, artist name, label name, release date, and UPC.
* **Contracts:** Shows the list of active and inactive contracts linked to the payee.
* **Transactions:** Provides a history of payments and transactions made to the payee.

***

## Prerequisites

{% hint style="info" %}
Before following any of the guides below, please ensure the following conditions are met:
{% endhint %}

1. Your account has "editor" permissions for **Royalty Accounting**.
2. Contracts are created with existing Payees available to edit.

***

## How To: Guides 

<details>

<summary>Update Payee Details</summary>

1. Open any Payee Details page and click  <img src="/files/EfU7ZWmVqPzcbqsWtYKQ" alt="" data-size="line">  to open the options menu, and select **Edit Profile.**
2. This will open a new page where you can update a payees details, including their details, tax IDs, payment information, email, statement currency and portal access.
3. Once changes are made, click **Save Changes** to save any changes you have made.

{% hint style="info" %}
Payees can also be edited from within contracts. When adding payee split %, click **Edit Payee Details.**
{% endhint %}

</details>

<details>

<summary>Request Payment Info</summary>

1. From your list of payees, click  <img src="/files/EfU7ZWmVqPzcbqsWtYKQ" alt="" data-size="line">  to open the options menu and select **Request Payment Info.**
2. This will send an email to the payee, requesting them to update their payment preferences.
3. This May also be done by selecting multiple payees and clicking **Options** from the action bar that appears, and selecting **Request Pament Info.** This will send an email to all selected payees requesting them to update their payment preferences.

</details>

<details>

<summary>Add Transactions To Payees</summary>

1. Open to the **Transactions** tab within the Payee Details page and click **Add Transaction**, or click  <img src="/files/EfU7ZWmVqPzcbqsWtYKQ" alt="" data-size="line">  to open the options menu and select **Add Transaction.**
2. A modal window will appear for you to select the **Transaction Type** and complete available fields.<br>

   <table><thead><tr><th width="158.76171875" valign="top">Transaction Type</th><th>Definition</th></tr></thead><tbody><tr><td valign="top"><strong>Adjustment</strong></td><td>An adjustment allows you to adjust the payees balance by a positive or negative value.</td></tr><tr><td valign="top"><strong>Advance</strong></td><td>Add an advance that's been issued to the payee. </td></tr><tr><td valign="top"><strong>Expense</strong></td><td>Record expenses for merch, distribution fees, marketing, fulfilment, etc. against the payees balance when applicable.</td></tr><tr><td valign="top"><strong>Fraud</strong></td><td>Used when recording fines related to fraudulant activity related to a payee.</td></tr><tr><td valign="top"><strong>Payment</strong></td><td>For recording any other general payment that has been made to a payee.</td></tr></tbody></table>

   \
   Different fields are available based on the Transaction Type selected. These include:

   * **Entry Amount**
   * **Method** (for Payment type)
   * **Entry Date**
   * **External ID** (if applicable)
   * **Vendor ID** (if applicable)
   * **Expense Type** (when adding expenses)
   * **Associated Contract** (if applicable)
   * **Memo** for additional notes
3. When ready, click **Add Transaction** to save the transaction entry into your payees transaction history, updating their balance.

</details>

<details>

<summary>Block or Unblock Payouts</summary>

#### Blocking Payouts

1. Open any payee and click  <img src="/files/EfU7ZWmVqPzcbqsWtYKQ" alt="" data-size="line">  to open the options menu, and select **Block Payouts.**
2. The payees status will be updated and they will no longer be able to receive payments.

#### Unblocking Payouts

1. Open any payee that has the status "Payouts Blocked" and click  <img src="/files/EfU7ZWmVqPzcbqsWtYKQ" alt="" data-size="line">  to open the options menu, and select **Unblock Payouts.**
2. The payees status will be updated and they will be able to receive payments again.

{% hint style="info" %}
This can be performed in batch by selecting multiple payees and opening the **Options** menu from the action bar that appears.
{% endhint %}

</details>

<details>

<summary>Export Payee Data</summary>

#### Export An Individual Payees Data

1. From a Payee in the your list of payees or the Payee Details page, click  <img src="/files/EfU7ZWmVqPzcbqsWtYKQ" alt="" data-size="line">  to open the options menu.
2. Click **Export Payee Info** to download a CSV file with all relevant payee information.

#### Batch Export Multiple Payees Data

1. From your list of all payees, select multiple payees.
2. An actions bar will appear above the table. Click **Options**, and select to **Export Payees** to download a CSV file with all relevant payee information.
3. Alternatively you can export all payees information by clicking  <img src="/files/EfU7ZWmVqPzcbqsWtYKQ" alt="" data-size="line">  to open the options menu and selecting **Export All Payees**.

</details>

### Troubleshooting and Tips

* If the payee’s balance shows as zero, verify the **Transactions** tab to check for recent payments or pending actions.
* Remember to use **Filters** to locate payees with specific statuses or payment providers, in order to perform batch actions.

***

## Additional Resources

* [How to: Create a Contract](/pro/platform/rights/manage-contracts/create-a-contract.md)
* [Creating New Payees](/pro/platform/royalties/payees/creating-new-payees.md)
* [Enabling Payee Portals](/pro/platform/royalties/payees/enabling-payee-portals.md)
* [Adding Payee Advances](/pro/payments/adding-payee-advances.md)


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