How to set up payments to you and your clients

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About payments & agent fees

When setting up your payment method, it’s important to remember that payments directed to agents will always be made in the form of mailed, paper checks - Wrapbook does not offer direct deposit of payments to agents.

You clients’ payments will include:

  • Your client’s pay

  • Your agent fee

Your agent fee is set by the production administrators when they invite you and your client to their project in Wrapbook.  When your agent fee is set, it will be included in worker paychecks and will be taxed as worker wages.

Adding your banking information

As an agent, you’re prompted to configure your payment method during onboarding, but you can update this information at any time, by following these steps:

  1. Login to your Wrapbook account

  2. In the left-side navigation, click Agent Settings

  3. On the Agent Settings page, click the Edit button next to Banking information

Agent settings page displaying banking information and edit options for user management.

Click Agent Settings, then click the Edit button next to Banking Information

Check payee settings

In the Payment Method section of the Banking information page, you’ll be required to enter the Agency with Check Authorization and Agent payee format.

Agency with Check Authorization

In this field, enter the name of the Agency with Check Authorization. What you enter here dictates how the authorized agency name will appear on checks.

Note: Since agents can enter their clients’ details directly into the system, Wrapbook doesn’t require Check Authorization Forms in order for your clients to be paid. If you have Check Authorization Forms for your clients, we recommend that you upload them to your Documents.

Agent payee format

Under Agent payee format, you can click the Agent payee format dropdown menu to specify how the Pay to line should be printed on checks issued to your clients. Your options in the dropdown menu are:

  • AGENT c/o WORKER

  • WORKER c/o AGENT

For loan-out corporations, check payee lines are always formatted as:

  • AGENCY NAME C/O LOAN-OUT CORPORATION NAME

Form requesting payment method details for client onboarding and check authorization.

In the Payment Method section, enter the Agency with Check Authorization. You can click the dropdown menu under Agent payee format to select how names will appear on checks

Mailing Address

In the Mailing Address section, you can click to update:

If you make any changes to your Banking Information, be sure to click the Save button before leaving the page.