Agency Payment Readiness Checklist

Where does your agency stand?

Nothing is submitted or stored — this runs entirely in your browser. It is a prompt for your own review, not an assessment of your business.

Creators are paid from a dedicated business account Paying creators out of a personal account makes bookkeeping harder and blurs the line between agency and owner funds. Every creator has signed a written agreement Split percentages, notice periods and who owns what should be written down before there is a dispute about them. Each creator has more than one way to be paid A single payment method is a single point of failure. When it stops working, that creator's income stops with it. You have a written plan for when a payment method is closed Deciding what to do while it is happening costs days. Knowing in advance who does what costs nothing. Payment links are checked regularly, not when someone complains A broken link keeps taking traffic and stops converting. Nobody reports it — they just don't pay. Payments and platform earnings are reconciled at least monthly Without a regular reconciliation, a missed or short payment can sit unnoticed for months. You know which payment methods your audience actually uses Offering the wrong methods, or ordering them badly, loses payments quietly. Per-method click data tells you which are being tapped. Roster access is controlled and revocable When a manager leaves, you should be able to remove their access to creator accounts the same day.

0 of 8 in place

Tick the items your agency already has covered.

This checklist is a general prompt for agency owners and is not legal, financial, tax or compliance advice. Requirements vary by jurisdiction and by the platforms you work with. Speak to a qualified professional about your own situation.

What SettleQuik covers

SettleQuik is a directory and invoicing platform. It does not process payments, hold funds or move money — your creators are paid directly on the apps they already use. Of the eight items above, it helps with four:

✓ More than one way to be paid. Each creator's page can list up to 20 payment methods, including Paxum, Wise, Pix and crypto. If one is closed, you swap a link rather than rebuild anything.
✓ Regular link checks. The Agency plan runs weekly link health checks across the roster, so a broken method surfaces before a creator notices the drop.
✓ Which methods get used. Per-method click data across the roster shows what your audience actually reaches for.
✓ Controlled roster access. Manage every creator page from one account, with access you can grant and remove.

The other four — business banking, written agreements, a ban response plan and monthly reconciliation — are things your agency does, not things software does for you.

One page per creator, one dashboard for the roster

The Agency plan includes 10 seats at $99/month, with extra seats at $10/month each. Bulk import brings an existing roster across in one go.

See the Agency plan