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The Outreach Billing Portal

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Chris
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Overview

The Outreach Billing Portal allows you to manage and view account information, invoices, payment information and update billing contact information all in one place.

The portal can be used to:

  • View Invoices
  • View Payment History
  • Add/Remove a Credit Card
  • Make A Credit Card Payment
  • Update the Billing Contact on File
  • Confirm Billing Account Basics

Applies To

  • Outreach customers
  • Billing Support

Procedures

Creating Portal Account

Upon completion of signed contract, an email will be sent to the billing contact on record. A link will be provided in the email taking you to the Outreach Customer Portal. Select “Create Account” just below the login section. Create password and then proceed back to login screen and login with newly created credentials.

 

Accessing Invoices

 From the main screen, there are two ways to view current and historical invoices. Either select “Invoices” located on the top ribbon or select “View all invoices” in the main invoice window on the home screen. 

You will then be taken to the invoice page where payments can be made and view/download historical invoices.

Managing Payments

 From the main screen, select “Payments” located on the top ribbon.

At the “Payment Methods” screen, there will be options to make a payment, manage default payment method and view payment history. Please note, the autopay feature is not currently being supported through the portal. For any questions regarding autopay please contact our billing team at billing@outreach.io.

Remitting Payment via Offline Methods

Paying via ACH, wire transfer, or mail? Please see instructions on your invoice or here for remittance details.

Notice Regarding Silicon Valley Bank (SVB)

If you pay via credit card or bill.com (and do not otherwise do your own banking with SVB): No action is required.

If you pay by ACH/wire/mail (check): Effective March 2023, Silicon Valley Bank is no longer the receiving institution for Outreach payments. Please update remittance details to reflect our new operating account with JPMorgan Chase.

If you use an SVB account to pay Outreach invoices: If you are impacted, contact billing@outreach.io and reference “SVB” in the subject line. Please know that we are aware of the situation and will work with you, and service will not be interrupted in the rare event of cash being trapped at SVB given the announcement on March 12, 2023, by the Federal Reserve that all depositors will have access to their funds on March 13, 2023.

 

Updating Billing Contact Information

 Providing others within your organization access to account information is now available through the portal. From any screen, select “Settings” at the top right-hand side of the page and then select “User Information”. Select “Contacts” and there will be a screen to add a contact, modify contact information or remove access.

For More Help

For any other questions related to billing, please log in to our Support Portal and open a Billing Questions ticket, or reach out to billing@outreach.io.

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