Guides

Email Inbox

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.

Setup

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. Using the 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: ap.yourcompany.com.

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 Entity name.

You can change this email address in the Admin UI or using the API with the emailTo field. For example, if your email domain is ap.myplatform.com and you want your entity to have acme@ap.myplatform.com, set the emailTo to acme.

Forwarding Rules and Aliases

If your entity already has an AP inbox, for example ap@acme.com, you can ask them to set up a forwarding rule to auto-forward all emails to your acme@ap.yourplatform.com email address. When doing this, it is important to ensure you add ap@acme.com 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.

DNS

Add the following DNS records to your domain:

TypeNameValueTTL
MXap10 client1.cloudmailin.net.300
MXap20 client2.cloudmailin.net.300

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!

Webhooks

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.