Track deals
Record brand deals, advances, sync licenses, and other income that is not a show, and follow them to payment.
A deal is income for an artist that is not a show: a brand partnership, an advance, a sync license, merchandise, or anything else. Deals appear in Finances next to shows and count toward the same totals.
Only Owner, Manager, and Artist can add or change deals.
Open Finances and choose Add deal.
Enter the Deal title.
Choose the artist. Check it; the form does not use the artist picked in the workspace menu.
Choose the type: Brand deal, Advance, Sync license, Merch deal, or Other.
Set the Deal date, the status, and the amount with its currency.
Under More, add the Expected payment date, the Counterparty, the Management commission, any other commission with Add commission row, Tax, and Costs.
Choose Create Deal.
Add deal appears once the workspace has at least one artist. Turn on Create more to add several deals in a row.
Pending: agreed in principle, not signed yet.
Signed: the contract is signed.
Received: the money has arrived. Choosing it fills in Received on with today's date.
A deal whose expected date passes before it is received appears under Action needed and in Outstanding.
In the Ledger on Finances, open the deal's menu and, under Quick status, choose Pending, Signed, or Received.
Open the deal's menu in the Ledger and choose Edit deal or Delete. Deleting a deal is permanent.
Pending and signed deals count toward gross income and commissions but are not settled. Received deals count as settled. Deal costs appear in the Costs card as other costs. An extra commission row counts as booking commission in the totals.