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The Outreach Billing Portal

Chris
Updated

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 a Billing 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. To complete account creation:

  1. Click the link provided in the email.
  2. On the resulting page, just below the login area, click Create new account.
  3. Create a password.
  4. Proceed back to the login screen and sign in with your newly created credentials.

 

Accessing Invoices

From the main screen, there are two ways to view current and historical invoices:

  • In the top ribbon, click Invoices.
  • In the main invoice window on the home screen, click View all invoices. 

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, click Payments in the top ribbon.

At the Payment Methods screen, there will be options to make a payment, manage default payment method, and view payment history.

Note: The autopay feature is not currently 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 / Adding New Billing Users

Providing others within your organization access to account information is now available through the portal.

  1. At the top right of any page in the Portal, click Settings.
  2.  Click User Information.
  3. Click Contacts.
  4. On the resulting screen, use the options 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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