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Royalty Statements

Generating Statements

Statements are usually generated on a schedule (e.g., semi-annually).

  1. Navigate to Royalties > Generate Statements.
  2. Select the Period (e.g., Jan 1 2025 – Jun 30 2025).
  3. Click Generate.

You can also generate them per-royalty-holder on the royalty holder detail page. To get there, go to Royalty Reports and click "View Details" on the royalty holder in question.

Auditing

Because royalty statements are immediately visible to authors upon generation, accuracy must be verified before the statements are generated.

Prior to generation, you should audit:

  • Sales Reports: Confirm all reports for the period are uploaded and processed without errors.
  • Project Settings: Verify royalty rates, advances, and author assignments are correct.

Regenerating Statements

If you discover an error after a statement has been generated, you can regenerate it.

Note: Regenerating a statement will completely replace the old version. Be sure to correct the underlying issue (e.g., fixing a Sales Report or Project setting) before running the generation again.