Developer Settings
The Developer Settings page centralizes tools and configurations for customizing your Mercoa integration. Whether you’re managing secure API access, setting up real‑time event notifications with webhooks, or tailoring the platform’s appearance and behavior, this area provides you with granular control over your integration environment.
API Keys
The API Keys tab lets you manage the keys that authenticate your requests to the Mercoa API. You can manage your API keys for both test and live environments. Here you can also rotate API keys as needed, such as if access credentials are compromised.
Webhooks
This tab allows you to set up and manage webhooks, which are crucial for receiving real-time notifications about transaction events, invoice updates, or payment processing changes.
- Endpoint configuration: Define the URL(s) where Mercoa should send webhook data.
- Security settings: Configure unique tokens or secrets to ensure that incoming webhook notifications are authentically from Mercoa.
- Event filtering: Select which types of events trigger a webhook, so you can focus on the notifications that matter most.
Email Settings
The Email Settings tab is dedicated to configuring the email notifications that Mercoa sends out. This includes when invoices are generated, processed, or require attention. Settings include:
- Email provider configuration: Set up and authenticate your email service providers (such as Amazon SES, Cloudmailin, Resend, or Sendgrid).
- Sender information: Define the “From” name and email address that appear on outgoing messages.
- Incoming email domain: Configure the inbound email domains used for automated invoice processing, along with any alternative domains.
iFrame Settings
This tab lets you customize an embeddable iFrame, which can be used to integrate Mercoa’s core functionalities into your own website or application. Options include:
- Customization options: Define which entities or user segments see the iFrame, set invoice status filters, and configure payment method settings that appear within the embedded view.
- Visibility controls: Adjust page elements, such as which menus or sections display to end users, tailoring the integration experience for your brand.
- Vendor options: Set preferences for vendor network displays within the iFrame.
Customizations
Theme and Colors
Customize the look and feel of your Mercoa integration to align with your brand identity.
- Theme options: Customize primary and secondary colors, logos, border radius, and fonts.
- Layout and style: Adjust the overall look and feel, ensuring that the interface integrates with your existing digital assets.
Payor Onboarding
This tab is focused on configuring the onboarding process for customers (payers). It lets you define how new users sign up and what information is required.
- Flow control: Enable or disable onboarding for business and individual entities.
- Field customization: Configure mandatory fields, required documents, and validation rules to ensure data accuracy.
- Payment method collection: Determine when and how payment methods are gathered during onboarding.
Payee Onboarding
Similar to payer onboarding, this tab manages the onboarding flow for payees (vendors).
- Activation controls: Choose to enable onboarding for individuals or businesses based on your operational model.
- Documentation requirements: Set specific requirements for document uploads and validation to avoid errors later on.
- Custom validation: Establish field-specific rules that ensure vendor data is complete and consistent.
Custom Domains
Add custom domains to make your Mercoa integration a seamless part of your platform. All domains must use HTTPS.
Invoice Metadata
This tab provides tools for defining custom metadata fields on invoices, allowing you to capture additional, custom information that is critical for your internal processes.
- Field creation: Add custom fields—such as project IDs or reference codes—with various data types.
- Validation rules: Set validation rules and conditional display options to ensure data integrity.
- Association options: Decide whether metadata applies to the whole invoice or only to specific line items.
Role Based Access Control
Create custom roles and manage their permissions. For additional detail on role-based access control, see RBAC.
Notifications
The Notifications tab enables you to configure and customize the alerts and notifications sent for key invoice, payment, and onboarding events.
- Template customization: Design and adjust email templates with dynamic variables, conditional content, and custom HTML for a branded experience.
- Endpoint settings: Configure URL endpoints for processing notifications in external systems.
- Testing tools: Preview and test notification templates to ensure they work as expected before going live.
Changelog
This section provides a running log of updates, feature enhancements, and fixes, keeping you informed about the latest improvements and changes to the Mercoa platform.
