Mercoa's email inbox allows you to provide an email address for your users to send invoices to. Any email sent to the customer's inbox with an attached invoice PDF or image will be automatically processed. Your users can then view, approve, and pay the invoice from the Mercoa dashboard. You can also use the Mercoa API to access the invoices directly.
Emails sent to the Mercoa inbox need to have at least one PDF or image attachment. Each attachment will be processed as a separate invoice.
To set up an email inbox, you will need to add a domain to your Mercoa account. We recommend using
ap.yourcompany.com as the domain name, where
yourcompany.com is your company's domain name.
ap subdomain will ensure that your email inbox is not confused with your company's main email inbox.
Go to the Developer Portal and enter your domain in the
Email Inbox Domain field. Please enter the full domain name, including the
ap subdomain, for example:
Creating Email Addresses
Once you have added a domain to your Mercoa account, you can create email addresses for your users.
If you haven't already, create an
Entity for each of your users. If you are only using Mercoa for email inboxes, entities do not need to be verified.
By default, Mercoa will create the email based on the
You can change this email address in the Admin UI or using the API with the
For example, if your email domain is
ap.myplatform.com and you want your entity to have
email@example.com, set the
Forwarding Rules and Aliases
If your entity already has an AP inbox, for example
firstname.lastname@example.org, you can ask them to set up a forwarding rule to auto-forward all emails to your
email@example.com email address.
When doing this, it is important to ensure you add
firstname.lastname@example.org to the entity's
emailToAlias field. Unlike
emailTo, use the full email address for the alias. You can add as many aliases to an entity as needed.
Add the following DNS records to your domain:
Once this step is complete, it can take up to 24 hours for the DNS records to propagate. Please contact us to speed up the process!
Mercoa can send a webhook to your server when an invoice is received. You can use this webhook to automatically process the invoice in your system. You can learn more about creating webhooks here.