Beneficiaries' list

You find here all beneficiaries of your database

This list proposes :

• the Artist linked to the beneficiary
• the Name of the beneficiary
• the internal InPro beneficiary number (id) automatically generated by InPro when you created it
• the e-mail address of the beneficiary
• the number of contracts attached to this beneficiary

You can open a beneficiary edit double clicking on it.

Beneficiary's edit

This edit contains several tabs :

Details

Here you can distinguish 2 zones :

1.) Information which will be present on the royalties statement : postal and e-mail address, the artist linked to beneficiary

2.) The "Statement" zone allows you to configure how the royalties statement will look according to/if : 

• the beneficiary status ( is a company ?)
• the social insurances calculation
• VAT calculation, tick this box if the beneficiary is living here (local country you are working from/for)
• the language (French by default, tick for statement in English)
• the beneficiary lives abroad
• the witholding tax %
• the social security number
• the intracommunity VAT identification number, if the beneficiary lives in an EU country

Contracts

You can see here all the contracts attached to this beneficiary

You can open a contract clicking on the small eye item (left) 

The prorates indicates you the ratio/share (N) withing the beneficiary total/numbers present inside the contract (D)

You can add or delete a contract clicking on " + " or " trashbin "

Balances

You can check here, and even modify, the balance of this beneficiary for each attached contract and every closure date

Financial operations

Here you can specify/indicates a financial operation like an advance payment. You see several and important information : 

• the Operation date, which the current actual date and the one present on the royalties statement
• the Period is the date for the royalties statement calculation. It could be the same as operation date but you can change if in case of an "old" advance payment. For example, you allocated the 1st of June 2019 but you would like to make it appear on the first semester of 2021 statement : the operation date field will be "01/06/2019" but the the period field will be for example "01/01/2021"
• the Contract involved in this financial operation
• the Description of the operation for example "New Album - Advance Payment" 
• the Amount of the operation. /!\ IMPORTANT /!\ Make sure you indicate negative ( - ) amount for the advance payment
• the VAT , if the operation concerned
• the Net, if the operation is concerned /!\ IMPORTANT /!\ If you choose Net for an operation the amount will be not postponed on the next period statement calculation