Updating Contracts for Books with Existing Sales

How to change royalty structures when a book already has sales history

Overview

Familiar calculates your royalties for all-time. If you change the contract, it may alter how historical royalties were calculated. When you need to change your royalty structure for a book that already has sales, Familiar offers two approaches:

  • Add a New Tier — Create a new tier at the current sales quantity to effectively "reset" the sales counter. Best for incremental rate adjustments.
  • Archive Historical Data — Archive all existing sales data and start fresh with new royalty structures. Best for major contract overhauls.

Both approaches preserve accurate historical data and ensure contributors receive correct payments.

Update Royalties First

Before changing your royalty structure, make sure all royalties earned up to this point are properly calculated and recorded.

  1. Ensure all sales data has been uploaded and processed
  2. Run royalty calculations to capture all earnings under the current structure
  3. Verify that contributor statements reflect all sales to date
  4. Only after confirming everything is correct should you proceed with changes

This ensures you are editing the most up to date royalties and won't alter existing royalties.

Choosing Your Approach

Add a New Tier

Best when you want to:

  • • Make incremental rate changes (e.g., 10% → 15%)
  • • Adjust a single contributor's structure
  • • Keep the existing structure type (tiered stays tiered)
  • • Make a simple, quick adjustment

Archive Historical Data

Best when you want to:

  • • Overhaul the entire contract structure
  • • Switch structure types (e.g., flat rate → tiered)
  • • Start a new contract period with a clean slate
  • • Reset all contributors on a book at once

Approach 1: Add a New Tier

Why Reset Sales?

Adding a new tier at the current sales level is useful when:

  • • You're increasing royalty rates and want them to apply to future sales immediately
  • • You're restructuring your royalty contract to better align with current performance
  • • You want to create a clear transition point between old and new royalty terms
  • • You're adjusting tier thresholds based on actual sales performance

How to Add a Tier at Current Sales

Step 1: Navigate to the Contract Page

  1. Go to your book's royalty structure page
  2. You'll see a warning banner if the book has existing sales, showing:
    • Total units sold
    • Total revenue earned (in USD)

Step 2: Add a Tier at Current Sales

For books with tiered royalty structures, you'll see an "Add Tier at Current Sales" button next to the regular "Add Tier" button.

  1. Click the "Add Tier at Current Sales" button
  2. The system will automatically create a new tier with the threshold set to:
    • For tiered-units contracts: The current total number of units sold
    • For tiered-revenue contracts: The current total revenue in USD

Step 3: Set the New Royalty Rate

  1. Adjust the royalty percentage for the new tier to your desired rate
  2. The new rate will apply to all sales above the threshold (i.e., all future sales)

Step 4: Save Changes

  1. Review your tier structure to ensure it's correct
  2. Click "Save Changes" to apply the new royalty structure

Examples

Units-Based Reset

Before:

  • • Tier 1: 0+ units → 10% royalty
  • • Total units sold so far: 5,000

After clicking "Add Tier at Current Sales":

  • • Tier 1: 0–5,000 units → 10% royalty
  • • Tier 2: 5,001+ units → 15% royalty

Result: Past sales (0-5,000 units) remain at 10%, but all future sales (5,001+) earn 15%.

Revenue-Based Reset

Before:

  • • Tier 1: $0+ revenue → 20% royalty
  • • Total revenue so far: $15,000 USD

After clicking "Add Tier at Current Sales":

  • • Tier 1: $0–$15,000 revenue → 20% royalty
  • • Tier 2: $15,001+ revenue → 25% royalty

Result: Past revenue ($0–$15,000) remains at 20%, but all future revenue ($15,001+) earns 25%.

What This Doesn't Do

Important:

This feature does NOT:

  • • Delete or modify historical sales data
  • • Recalculate past royalties with new rates
  • • Change what contributors have already earned
  • • Reset the actual sales counter to zero

It only creates a new tier starting at the current sales level, so future sales use the new royalty rate while past sales remain calculated at their original rates.

Approach 2: Archive Historical Data

When to Use Archiving

Archiving is the right choice when:

  • • You're overhauling the entire contract — changing rates, structure type, and terms all at once
  • • You need to switch structure types (e.g., from a flat rate to a tiered structure, or vice versa)
  • • You're starting a new contract period and want a clean break from the previous one
  • • You want all contributors on a book to start fresh at the same time

How to Archive Historical Data

Step 1: Navigate to the Contract Page

Go to your book's royalty structure page. You'll see the "Archive Historical Data" button.

Step 2: Click "Archive Historical Data"

This opens a dialog where you can select the archive date and review what will be archived.

Step 3: Select the Archive Month

Choose the month up to which sales data should be archived. All sales through the end of this month will be included in the archive.

Step 4: Review the Preview

The system will show you a summary of what will be archived, including total units, revenue, and the payment offset that will be applied.

Step 5: Confirm the Archive

Once you've reviewed the preview, confirm to archive the data. Existing royalty structures will be removed.

Step 6: Create New Royalty Structures

After archiving, you'll need to create new royalty structures for each contributor. The book's sales will effectively start from zero for the new structures.

Example

Contract Overhaul — Flat Rate to Tiered

Scenario:

A book has been selling for 2 years with a flat 10% royalty. The publisher wants to switch to a tiered structure starting fresh.

Before Archive:

  • • Structure: Flat 10% royalty on net receipts
  • • Total units sold: 8,000
  • • Total royalties earned: $4,800
  • • Total paid out: $3,600

After Archive:

  • • Historical data archived through selected month
  • • Payment offset of $4,800 applied (preserves earnings history)
  • • Sales counter resets to zero for new structures
  • • Old royalty structures removed

New Structure Created:

  • • Tier 1: 0–1,000 units → 8% royalty
  • • Tier 2: 1,001–5,000 units → 12% royalty
  • • Tier 3: 5,001+ units → 15% royalty

Result: The contributor's $4,800 in past earnings are preserved via the payment offset. Future sales start fresh with the new tiered structure, and the sales counter begins at zero.

Important Notes About Archiving

  • Affects all contributors: Archiving applies to the entire book — all contributors' royalty structures for that book will be removed and need to be recreated.
  • Payment offset preserves earnings: A payment offset is automatically applied to each contributor so they aren't double-paid or underpaid. The offset equals their total earnings up to the archive date.
  • New structures required: After archiving, you must create new royalty structures for each contributor before royalties can be calculated again.
  • Archived data is preserved: No sales data is deleted. Archived sales are still visible and can be referenced, but they won't affect new royalty calculations.

Undoing an Archive

If you need to reverse an archive, an "Unarchive" button is available on the book's royalty structure page when no active royalty structures exist for the book.

Unarchiving restores the previous royalty structures and removes the payment offset, returning the book to its pre-archive state.

Best Practices

1

Document the change: Add a note in the contract or communicate with contributors about the structure change

2

Timing: Consider aligning changes with payment periods or statement generation

3

Verify calculations: After saving, check a few royalty calculations to ensure they're working as expected

4

Communication: If this is a significant change, inform contributors before implementing it

5

Generate statements before archiving: Run royalty statements for all contributors before archiving so there's a clear record of earnings under the old structure

6

Create new structures promptly: After archiving, set up new royalty structures right away to avoid a gap in royalty calculations

Frequently Asked Questions

Q: Will this affect royalties already paid to contributors?

A: No. Both approaches preserve past earnings. Adding a tier only affects future sales. Archiving uses a payment offset to ensure contributors aren't double-paid or underpaid.

Q: Can I create multiple reset points?

A: Yes. You can add multiple tiers at different sales thresholds to create complex royalty structures.

Q: What if I make a mistake?

A: For tiers, you can delete the tier or adjust its threshold and percentage. For archives, you can use the Unarchive button to reverse the process (available when no active structures exist).

Q: Do I need to notify contributors?

A: While not technically required, it's good practice to communicate significant royalty structure changes to your contributors.

Q: What's the difference between adding a tier and archiving?

A: Adding a tier keeps your existing structure and adds a new breakpoint at the current sales level — ideal for simple rate changes. Archiving removes all existing structures and lets you start fresh — ideal for major contract overhauls or switching structure types entirely.

Q: Does archiving delete my sales data?

A: No. Archiving does not delete any sales data. All historical sales records are preserved and remain accessible. The archive simply creates a dividing line so that new royalty structures calculate from a fresh starting point.

Q: What is a payment offset?

A: A payment offset is an automatic adjustment applied during archiving that represents the total royalties a contributor earned under the old structure. It ensures that when new structures are applied, the contributor isn't double-paid for historical sales or underpaid because previous earnings were "forgotten."

Q: Can I archive just one contributor's data?

A: No. Archiving applies to the entire book and affects all contributors at once. If you only need to adjust one contributor's royalty rate, consider using the "Add a New Tier" approach instead.

Technical Details

  • • The system pulls real-time sales data from all uploaded royalty statements
  • • Currency conversions are applied using FX rates from your organization's settings
  • • Thresholds are set in whole units (for unit-based) or dollars (for revenue-based)
  • • The threshold marks the upper boundary of the current tier; the next tier begins one unit (or dollar) above it
  • • Archived sales data remains in the database and can be referenced at any time
  • • Payment offsets are calculated automatically based on earnings through the archive date
  • • Unarchiving is only available when no active royalty structures exist for the book