Each person or organization that you wish to send statements to will need their own Payee. The use of a Payee is to connect Deals so that all the statements from these different Deals are collected in the same portal.
Payees can be artists, individual contributors, or other rights-holders. It is important to note that while Habitat stores Artist names in the Content section, Payees are the entities that we use to determine who is paid.
When creating a Payee, you are also creating a Habitat Financial portal for that payee. You can create Payees either via the interface on Habitat Financial, or in bulk via the Payee excel template.
Add Payees via the Interface
You access Payees via the Home Dashboard, under the Statements Section, and then hit the black text “Payees”. Within the Payees Index page, you can search through your Payees, Import Payee data via Excel template, and Delete and Create new Payees.
To delete Payee – Click on the Payee’s name that you wish to delete which navigates you to the Lifetime Earnings Report of the Payee. On the top right corner, you should be able to locate a red “Delete Payee” button. If the Payee has transaction history in the Lifetime Earnings Report, then you are unable to delete a Payee.
Create your Payee & give them a name - Each payment beneficiary will need their own Payee. In the Payees section on the Home dashboard, you should be able to locate a purple “Create Payee” button. Alternatively, you can locate an orange “Create Payee” button on the top right of the Payee section after clicking on the black text “Payees”. After clicking on Create Payee, give them a name or alias and their associated email address.
Invite Payess to Habitat - After creating the Payee, you can send them an invite to their own Habitat Financial portal where they can view their earnings, or you can create a payment to them. Click the “Invite Payee” button on an individual Payee’s Lifetime Earnings Report to invite an individual payee or click “View Invites” on the main Payee menu to view pending invitations & resend them if needed.
Bulk Import New Payees – Habitat Financial features a Bulk Import New Payees button in the Create Payee section. For information on how to use this feature, access this page here.
Next: How to Create Deals?