Admin Dashboard

The admin dashboard lets you manage your organization’s settings, entities, and invoices.

Roles and Permissions

Mercoa offers three roles:

Admin: Full access to all features and settings.
Developer: Access to the developer dashboard and API keys. Limited access to view entities, invoices and other production data. Full access to the sandbox environment.
Viewer: Limited access to view entities, invoices and other production data. Full access to the sandbox environment.

You can manage roles and permissions in the Teams Page.

Developer Settings and Customization

The developer dashboard provides configuration options for customizing your Mercoa integration.

API Keys

Manage your API keys for both test and live environments. API keys are used to authenticate requests to the Mercoa API.

Webhooks

Configure webhook endpoints to receive real-time notifications about invoice and payment events.

Email Settings

Configure your email provider (Sendgrid or Amazon SES) for sending notifications. Settings include:

Email provider configuration
From name and email address
Incoming email domain for invoice processing
Alternative incoming email domains

iFrame Settings

Generate and customize an embeddable iFrame for your application. Options include:

Entity and user selection
Invoice status filters
Payment method settings
Page visibility controls
Vendor network settings

Theme and Colors

Customize the look and feel of your Mercoa integration:

Primary and secondary colors
Logo background color
Border radius
Font family and size

Payer Onboarding

Configure the onboarding flow for payers (customers):

Enable/disable business and individual entity onboarding
Configure required fields and documents
Set validation rules for fields
Control payment method collection

Payee Onboarding

Configure the onboarding flow for payees (vendors):

Enable/disable business and individual entity onboarding
Configure required fields and documents
Set validation rules for fields
Control payment method collection

Custom Domains

Add custom domains for your Mercoa integration. All domains must use HTTPS.

Invoice Metadata

Define custom fields for invoices:

Create custom fields with various data types
Set validation rules
Configure conditional display rules
Associate metadata with line items

Notifications

Configure email notifications for various invoice events:

Customize email templates
Set notification URl endpoints
Preview and test notifications

Each notification can be customized with:

Custom HTML templates
Dynamic variables
Conditional content
Branding elements