Configure Mercury Settings

For this feature to work, Mercury must be configured to automatically create an invoice (complete with a due date and an invoice number) when the order is placed. You might already have this configured, and that's just fine, but it's best to make sure. Also, to send the link via email, you'll need a valid email address for the borrower, so you'll probably want to make that field required on your VMP Client order form. The instructions for both are below.

Here's how to configure your automatic invoice settings:

  1. Log into Mercury Network.

  2. Click Preferences at the top, then choose VMP Client Order Setup.

3. Click Configure Automatic Settings on the left.

4. In the Automatic Invoice Settings section on the right, here are the settings you'll want to check:

  • Create Invoice when order is placed should be checked.

  • To make sure the automatic invoice has a due date, there should be a number in the Set the invoice due date to __ days from the date the order was placed.

  • To make sure the automatic invoice has a number, use the fields in Auto number my invoices to set up your automatic invoice numbering scheme.

5. Click Save in the upper-left to keep any changes you made.

Here's how to require the borrower's email address on your VMP Client order form:

  1. In VMP Client Order Setup (see above), click Configure Order Form on the left.

2. In the list of fields on the right, scroll to Borrower in the Inspection Contacts and access Info section. Place a check in the Require column for the Borrower line item.

3. Click the Set Defaults link on the right of the Borrower line item.

4. In the Configure Contact Methods window that appears, make sure one of the Contact Method drop-downs is set to E-mail, and that the Required box to the right is checked.

5. Click OK.

6. Back in VMP Client Order Setup, click Save in the upper-left to keep any changes you made.

With these settings, your invoice will automatically be created when an order is placed, it will have a due date, and an invoice number will be generated for it. And, since the borrower's email address was entered when the order was placed (per your order form's requirements) you'll be ready to send the Make a Payment link automatically or manually. See the next section for information about sending the Make a Payment link to the borrower.