Forwarding invoices to your Mercury account

You can forward invoices directly to your Payments page using a custom forwarding address to quickly pay bills from your team and external vendors.

Forwarding an invoice

1. Find your custom forwarding address on your Company Profile page.
2. From your email client, use that address in the To field, then attach your invoice and click send.
   1. Individual invoices must be less than 20MB each, and the total attachment size must be less than 35MB.
   2. Invoices should be jpg, .jpe, .jpeg, .png, .gif, .pdf, .txt, .htm, .html, .zip, .heic, .heif, .avif, .webp, or .ofd
   3. You don’t need to use a specific subject line or body. Any text in the body will be converted to an attachment for review in your Mercury dashboard.
3. Once received, you can view, edit, discard, or pay the invoice just like any bill you manually upload.

Adding approved senders

By default, all team members on your Mercury account can forward invoices without limitation. You can also add external vendors or your existing accounts payable (AP) email address to your approved senders list.

Here’s how:

1. Go to Settings > Controls.
2. Find the Approved senders for invoice forwarding section, and click Set Up.
3. Enter as many email addresses as you’d like, then click Save.
   1. You can edit or remove addresses later from this same location.

Reviewing flagged and failed invoices

To prevent bad actors from spoofing emails on your approved senders list (and keep your Payments page clear of spam), we make use of Sender Policy Framework (SPF) Records and DomainKeys Identified Mail (DKIM) checks. If you’re already using a custom domain or a major email provider like Google or Office, you most likely make use of these already.

If a forwarded invoice or email doesn’t pass our checks, we’ll alert you on your Payments page with a Failed status, at which point you can choose whether to add the email to your approved senders or discard the invoice.

Changing your forwarding address

You can change your forwarding address anytime from your dashboard. Here’s how:

1. Go to Settings > Company Profile.
2. Next to Bill pay email, click Edit.
3. Enter your new email. It can be anything you like, but it will always end in @ap.mercury.com.

Setting up auto-forwarding for Gmail

Before you can set up auto-forwarding, certain email clients (like Gmail) require you to verify the linked email address. Here’s how to do this:

1. Complete the necessary steps in Gmail first. This will trigger Gmail to send a verification email.
2. Go to your Payments page. Once the verification email is received, a banner will appear on your Payments page.
3. Click the link in the banner and complete the steps to finish verification.