How to search and create a client

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1. Once Iris is open click the second tab at the top (IRIS.NET Royalty System) and click on Client management.
2. A new window will open. In this window you can search for clients by name, number, country, … To search enter your search term into the field you want to search, and press enter, and the results will be returned underneath. To return all clients, just click Search (at the top of the window) without entering any information into the fields.
3. In order to view client details either double click on the client or select the client and then press select at the top of the window.
4. To create a new client click New.
5. When creating a new client you must first give them a name (a non-roman name can then be added as well if the clients original name is not written with roman letters). A client number will automatically be assigned to the client when their information is saved.
6. When creating a new client there are a few sections can be used: General Information (see point 7), Addresses (alternate addresses for the client, See point 10), Heirs (Heirs of the clients rights, see point 11), and AKAs (Alternate names the client is known as, see point 12).
7. In the General Information certain fields are required, these are in the Royalty Details area, Payment Details area, and Statement area (in the red boxes):
8. Here is a zoomed in picture on the areas mentioned in point 7. The required fields are marked by the red arrows:                           
   Company:This is your company name that the client will be attached to. Synchtank will enter them into the database for you as part of the onboarding process.
   Payment Days: Currently 30, 45, 60 and 90. Should you have different requirements, please let us know.
   Currency: Monetary currency with which to pay the client
   Minimum Payment: This is the payment threshold at which payments are sent out.  Usually $50 or $100.
   Automatic Payment: This indicator tells the system that this client should be paid every period.  If NOT checked, a HOLD code must be included. (i.e. no address, legal dispute, no tax info, etc).
   Payment Type: How would your client like to be paid?  (i.e. check, direct deposit.  Cash apps can also be added).  As IRIS does not pay the client directly, this is an indicator for your AP service.
   Frequency: Quarterly (3 mo) or Semi Annually (6 mo). 
   Delivery Format: This is how your client would like to receive their statement (i.e. pdf, csv, excel, or if you have purchased the module; the online portal).
9. Once the required fields have been completed click Save to save the client.
10. The Addresses tab is for entering additional addresses of the client. Click on the addresses tab and click add on the top right of the section then input the address into the fields provided.
11. The heirs tab is to enter new heirs to the Clients rights. To Add an heir click Add at the top right of the section then input the details and press enter.
12. The AKAs tab (Also Known As) is to enter different names the client is known as. To input a new name click Add on the top right of the section and input the details and press enter.
13. Bulk upload of clients is also available, See the: How to Bulk Upload Clients document