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  • API Reference
      • GETSearch invoice templates
      • POSTCreate
      • GETGet
      • POSTUpdate
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API ReferenceInvoice Template

Get

GET
https://api.mercoa.com/invoice-template/:invoiceTemplateId
GET
/invoice-template/:invoiceTemplateId
$curl https://api.mercoa.com/invoice-template/invt_13c07096-5848-4aeb-ae7d-6576289034c4 \
>     -H "Authorization: Bearer <token>"
1{
2  "approvalPolicy": [
3    {
4      "id": "apvl_8545a84e-a45f-41bf-bdf1-33b42a55812c",
5      "trigger": [
6        {
7          "type": "amount",
8          "amount": 100,
9          "currency": "USD"
10        }
11      ],
12      "rule": {
13        "type": "approver",
14        "identifierList": {
15          "type": "rolesList",
16          "value": [
17            "Admin",
18            "Controller"
19          ]
20        },
21        "numApprovers": 2
22      },
23      "upstreamPolicyId": "root",
24      "createdAt": "2024-01-01T00:00:00Z",
25      "updatedAt": "2024-01-02T00:00:00Z"
26    }
27  ],
28  "approvers": [
29    {
30      "approvalPolicyId": "apvl_5ce50275-1789-42ea-bc60-bb7e6d03635c",
31      "approvalSlotId": "inap_9bb311c9-7c15-4c9e-8148-63814e0abec6",
32      "action": "APPROVE",
33      "eligibleRoles": [
34        "admin"
35      ],
36      "eligibleUserIds": [
37        "user_e24fc81c-c5ee-47e8-af42-4fe29d895506"
38      ],
39      "date": "2021-01-01T00:00:00Z",
40      "assignedUserId": "user_e24fc81c-c5ee-47e8-af42-4fe29d895506"
41    }
42  ],
43  "createdAt": "2021-01-01T00:00:00Z",
44  "hasDocuments": true,
45  "hasSourceEmail": true,
46  "id": "invt_13c07096-5848-4aeb-ae7d-6576289034c4",
47  "metadata": {
48    "key1": "value1",
49    "key2": "value2"
50  },
51  "paymentDestinationConfirmed": true,
52  "status": "SCHEDULED",
53  "updatedAt": "2021-01-01T00:00:00Z",
54  "amount": 100,
55  "creatorUser": {
56    "id": "user_ec3aafc8-ea86-408a-a6c1-545497badbbb",
57    "roles": [
58      "admin",
59      "approver"
60    ],
61    "createdAt": "2024-01-01T00:00:00Z",
62    "updatedAt": "2024-01-01T00:00:00Z",
63    "foreignId": "MY-DB-ID-12345",
64    "email": "john.doe@acme.com",
65    "name": "John Doe"
66  },
67  "currency": "USD",
68  "deductionDate": "2021-01-01T00:00:00Z",
69  "invoiceDate": "2021-01-01T00:00:00Z",
70  "invoiceNumber": "INV-123",
71  "lineItems": [
72    {
73      "id": "inli_26672f38-eb9a-48f1-a7a0-f1b855e38cd7",
74      "currency": "USD",
75      "category": "EXPENSE",
76      "createdAt": "2021-01-01T00:00:00Z",
77      "updatedAt": "2021-01-01T00:00:00Z",
78      "amount": 100,
79      "description": "Product A",
80      "name": "Product A",
81      "quantity": 1,
82      "unitPrice": 100,
83      "serviceStartDate": "2021-01-01T00:00:00Z",
84      "serviceEndDate": "2021-01-31T00:00:00Z",
85      "metadata": {
86        "key1": "value1",
87        "key2": "value2"
88      },
89      "glAccountId": "600394"
90    }
91  ],
92  "noteToSelf": "For the month of January",
93  "payer": {
94    "acceptedTos": true,
95    "accountType": "business",
96    "createdAt": "2024-01-01T00:00:00Z",
97    "email": "customer@acme.com",
98    "id": "ent_8545a84e-a45f-41bf-bdf1-33b42a55812c",
99    "isCustomer": true,
100    "isNetworkPayee": false,
101    "isNetworkPayor": false,
102    "isPayee": false,
103    "isPayor": true,
104    "name": "Acme Inc.",
105    "profile": {
106      "business": {
107        "legalBusinessName": "Acme Inc.",
108        "taxIDProvided": true,
109        "email": "customer@acme.com",
110        "businessType": "llc",
111        "phone": {
112          "countryCode": "1",
113          "number": "4155551234"
114        },
115        "address": {
116          "addressLine1": "123 Main St",
117          "city": "San Francisco",
118          "stateOrProvince": "CA",
119          "postalCode": "94105",
120          "addressLine2": "Unit 1",
121          "country": "US"
122        },
123        "ownersProvided": true,
124        "taxId": {
125          "ein": {
126            "number": "12-3456789"
127          }
128        }
129      }
130    },
131    "status": "verified",
132    "updatedAt": "2024-01-02T00:00:00Z",
133    "accounts": [
134      {
135        "accountId": "85866843",
136        "postalCode": "94105",
137        "nameOnAccount": "John Doe"
138      }
139    ],
140    "counterpartyType": [
141      "ENTITY"
142    ],
143    "foreignId": "MY-DB-ID-12345",
144    "paymentMethods": [
145      {
146        "type": "bankAccount",
147        "accountName": "My Checking Account",
148        "accountNumber": "99988767623",
149        "accountType": "CHECKING",
150        "bankName": "Chase",
151        "createdAt": "2021-01-01T00:00:00Z",
152        "frozen": false,
153        "id": "pm_4794d597-70dc-4fec-b6ec-c5988e759769",
154        "isDefaultDestination": true,
155        "isDefaultSource": true,
156        "metadata": {},
157        "routingNumber": "12345678",
158        "status": "VERIFIED",
159        "supportedCurrencies": [
160          "USD"
161        ],
162        "updatedAt": "2021-01-01T00:00:00Z",
163        "confirmedByEntity": true
164      }
165    ]
166  },
167  "payerId": "ent_8545a84e-a45f-41bf-bdf1-33b42a55812c",
168  "paymentDestination": {
169    "type": "check",
170    "addressLine1": "123 Main St",
171    "city": "New York",
172    "country": "US",
173    "createdAt": "2021-01-01T00:00:00Z",
174    "frozen": false,
175    "id": "pm_5fde2f4a-facc-48ef-8f0d-6b7d087c7b18",
176    "isDefaultDestination": true,
177    "isDefaultSource": false,
178    "metadata": {},
179    "payToTheOrderOf": "John Doe",
180    "postalCode": "10001",
181    "stateOrProvince": "NY",
182    "supportedCurrencies": [
183      "USD"
184    ],
185    "updatedAt": "2021-01-01T00:00:00Z",
186    "addressLine2": "Apt 1",
187    "confirmedByEntity": true
188  },
189  "paymentDestinationId": "pm_5fde2f4a-facc-48ef-8f0d-6b7d087c7b18",
190  "paymentDestinationOptions": {
191    "type": "check",
192    "delivery": "MAIL",
193    "printDescription": true
194  },
195  "paymentSource": {
196    "type": "bankAccount",
197    "accountName": "My Checking Account",
198    "accountNumber": "99988767623",
199    "accountType": "CHECKING",
200    "bankName": "Chase",
201    "createdAt": "2021-01-01T00:00:00Z",
202    "frozen": false,
203    "id": "pm_4794d597-70dc-4fec-b6ec-c5988e759769",
204    "isDefaultDestination": true,
205    "isDefaultSource": true,
206    "metadata": {},
207    "routingNumber": "12345678",
208    "status": "VERIFIED",
209    "supportedCurrencies": [
210      "USD"
211    ],
212    "updatedAt": "2021-01-01T00:00:00Z",
213    "confirmedByEntity": true
214  },
215  "paymentSourceId": "pm_4794d597-70dc-4fec-b6ec-c5988e759769",
216  "serviceEndDate": "2021-01-31T00:00:00Z",
217  "serviceStartDate": "2021-01-01T00:00:00Z",
218  "vendor": {
219    "acceptedTos": false,
220    "accountType": "business",
221    "createdAt": "2024-01-01T00:00:00Z",
222    "email": "vendor@bigboxstore.com",
223    "id": "ent_21661ac1-a2a8-4465-a6c0-64474ba8181d",
224    "isCustomer": false,
225    "isNetworkPayee": false,
226    "isNetworkPayor": false,
227    "isPayee": true,
228    "isPayor": false,
229    "name": "Big Box Store",
230    "profile": {
231      "business": {
232        "legalBusinessName": "Big Box Store",
233        "taxIDProvided": false,
234        "email": "vendor@bigboxstore.com",
235        "businessType": "publicCorporation",
236        "ownersProvided": false
237      }
238    },
239    "status": "unverified",
240    "updatedAt": "2024-01-02T00:00:00Z",
241    "counterpartyType": [
242      "ENTITY"
243    ],
244    "foreignId": "MY-DB-ID-90909",
245    "paymentMethods": [
246      {
247        "type": "bankAccount",
248        "accountName": "Vendor Checking Account",
249        "accountNumber": "55934059697648",
250        "accountType": "CHECKING",
251        "bankName": "Chase",
252        "createdAt": "2021-01-01T00:00:00Z",
253        "frozen": false,
254        "id": "pm_7610541f-4619-4033-8620-cfccfb811293",
255        "isDefaultDestination": true,
256        "isDefaultSource": true,
257        "metadata": {},
258        "routingNumber": "66554433",
259        "status": "NEW",
260        "supportedCurrencies": [
261          "USD"
262        ],
263        "updatedAt": "2021-01-01T00:00:00Z",
264        "confirmedByEntity": false
265      }
266    ]
267  },
268  "vendorId": "ent_21661ac1-a2a8-4465-a6c0-64474ba8181d"
269}
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Built with

Authentication

AuthorizationBearer

Bearer authentication of the form Bearer <token>, where token is your auth token.

Path parameters

invoiceTemplateIdstringRequired
Invoice Template ID

Response

This endpoint returns an object.
approvalPolicylist of objects
approverslist of objects
createdAtdatetime
hasDocumentsboolean
True if the invoice has documents attached.
hasSourceEmailboolean
True if the invoice was created by an incoming email.
idstring
metadatamap from strings to strings
Metadata associated with this invoice.
paymentDestinationConfirmedboolean

True if the payment destination has been confirmed by the vendor. False if the payment destination has been set (for example, a check to an address) but has not been confirmed by the vendor.

statusenum
updatedAtdatetime
amountdouble
Total amount of invoice in major units
batchPaymentboolean
If true, this invoice will be paid as a batch payment. Batches are automatically determined by Mercoa based on the payment source, destination, and scheduled payment date.
commentslist of objects
creatorEntityIdstring
The ID of the entity who created this invoice.
creatorUserobject
Entity user who created this invoice.
currencyenum
Currency code for the amount. Defaults to USD.
deductionDatedatetime
Initial date when funds are scheduled to be deducted from payer's account. The actual deduction date may differ from this date, and will be reflected in the processedAt field.
dueDatedatetime
Due date of invoice.
entityGroupForeignIdstring
The foreign ID of the entity group that created this invoice.
entityGroupIdstring
The ID of the entity group that created this invoice.
feesobject
Fees associated with this invoice.
invoiceDatedatetime
Date the invoice was issued.
invoiceNumberstring
lineItemslist of objects
netTermsinteger
Net terms in days. Must be a positive number.
nextDeductionDatedatetime
For invoice templates, this is the date when the next recurring payment will be scheduled.
noteToSelfstring
ocrJobIdstring
ID of the OCR job that processed this invoice.
payerobject
payerIdstring
paymentDestinationobject
paymentDestinationIdstring
paymentDestinationOptionsobject
paymentScheduleobject

If this is a recurring invoice, this will be the payment schedule for the invoice. If not provided, this will be a one-time invoice.

paymentSourceobject
paymentSourceIdstring
paymentSourceOptionsobject
paymentTimingobject
recurringTemplateIdstring
ID of the invoice template that created this recurring invoice. Only present if the invoice was created from a recurring template.
serviceEndDatedatetime
serviceStartDatedatetime
shippingAmountdouble
Shipping amount for this invoice.
taxAmountdouble
Tax amount for this invoice.
vendorobject
vendorIdstring

Errors

400
Bad Request
401
Unauthorized
403
Forbidden
404
Not Found
409
Conflict
500
Internal Server Error
501
Unimplemented