Customising Your PDF Statement Design (Publishers)

When sending royalty statements, the Writers will be able to access a PDF statement and a CSV statement that break down their earnings. There are multiple ways in which you can customise the PDF statement design, which we will discuss in this article.

To get started, you can go to Settings > General > Statement Design.

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Choose Your Preferred Statement Design

You have six different designs to choose from: two main designs & three variants of each. Plus one bonus “Distribution” design.

Standard vs Combined

The Standard design creates a PDF Statement which specifies the total royalties earned within the respective royalty Period. Additionally, Curve will also create a separate Statement of Account, which specifies the Opening Balance and any payments or advances that may affect the royalty due. The Closing Balance on the Statement of Account defines the royalty amount due to the Writer.

The Combined design merges the PDF Statement and Statement of Account into a single document. Because transaction details and the closing balance are already included on the main statement, we recommend enabling "Suppress Statement of Account Creation" in your Settings. Otherwise, the system will continue to generate a duplicate standalone Statement of Account PDF.

When choosing a Standard - Catalogue Summary or Combined - Catalogue Summary design, Curve will add two additional pages to the PDF Statement which break down the earnings by Top Works, Top Territories, Top Sources and Top Sub Sources.

When choosing a Standard - Extended or Combined - Extended design, on top of adding the Catalogue Summaries, it will also add a Royalty Detail page, which breaks down the earnings of each Release by Source, Distribution Channel, Configuration and Territory. Just be aware, the complete income data is already included in the CSVs regardless, and these PDFs take longer to generate, so they will extend the time it takes to produce your statements. So an extended statement design is not per se required or the best option, even if you want to be thorough and transparent towards your Writers.

What’s on the Royalty Detail page?

Income lines are grouped, not listed one by one. Each row combines all the income lines that share the same Source, Distribution Channel, Configuration, Territory, and Rates, and shows:

For example, 100 HFA income lines in the US for the same CD will show as one US row. To see each individual income line, use the All Income CSV.

Bonus: Distribution Statement Design

A Distribution design is a variation of the Standard Simple design which displays the commission taken (Distribution Fees) as a Transaction on the Statement of Account.

Please note that on the Statement of Account in our example below, the revenue is now split into a separate Sales and Distribution Fee transaction.

Which design should I choose?

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Customise Your Chosen Statement Design

Now that you have chosen your preferred statement design, you can further customise the appearance of these statements. Via the Statement Design tab of your General Settings, you can still add a Logo, a Custom Text for your PDF Statement or Statement of Account, and an Email for Statements. Also, the Company Name and Address will be taken from the Overview tab of your General Settings. Logos should be PNG or JPG, max 500x500px and 2MB, enforced in the UI only.

The custom text may hold useful information such as the minimum payment threshold, whether the Writer should invoice you, or when they can expect to get paid.

A change to the statement design only applies to statements that are generated or reprocessed after the change. Statements that were already created keep their original design until they are reprocessed.

Please note: Company-level design settings take precedence over client-level defaults (including design, logo, text, and email templates). Any Statement Design configured at the Company level will automatically apply to statements for all Contracts linked to that Company.