Outreach keeps invoices in its customer billing portal, separate from the Outreach app. Invoice notifications go to the billing contact email on file, and the portal account is created with that same address.
Creating the portal login
- Open the link in the setup email sent to the billing contact.
- Select Create new account below the login area.
- Create a password, return to the login screen and sign in.
Viewing and downloading invoices
Open Invoices in the top ribbon, or View all invoices on the home screen. From there you can view or download past invoices and pay open ones. Payments in the ribbon shows payment history and the default payment method.
Adding colleagues and billing contacts
In the portal, select Settings, User Information, Contacts. Use + Add Contact to give someone access, Edit to change an email or physical address, or Delete to remove access.
Paying Outreach
Outreach takes major credit cards, ACH, wire, Bill.com and cheques. Remittance details are on each invoice. Autopay is not offered through the portal; ask billing@outreach.io.
Outreach billing questions
Email billing@outreach.io, or open a Billing Questions ticket in the Outreach Support Portal. Changing your billing cycle goes through your sales representative. Outreach's W-9 is at outreach.io/finance.
Outreach invoices out of the portal
Set the billing contact email in the portal to a mailbox email receipt capture reads and each invoice notification is filed as it arrives. For the PDFs themselves, connect the billing contact's portal login and our AI agent signs in after each invoice date and downloads them through bill fetching. If Outreach was paid on a personal card, the invoice goes on an expense report.
Have receipts like this captured for you
- Bill fetchingInvoices that only live on vendor portals, downloaded on a schedule and passed to accounts payable while there's still time to approve them.Learn more
- Email receipt captureConnect Gmail, Outlook, Zoho Mail or IMAP. Automatically collect receipts and invoices from the folders you choose, including Archive and Spam.Learn more
- Expense reportsExpense report software that attaches the receipts for you, works out mileage, routes the approval and shows each employee when they'll be paid back.Learn more
Frequently asked questions
Sources
Steps checked against these pages on the date above. Menus change; if a label differs, the page linked here is the one to trust.
Related guides
More guides like this2 min read
How to get Gong invoices
Gong invoices are not available in the product. How to request them from your Revenue Architect, and how invoices for extra seats reach your billing contact.
2 min read
How to download lemlist invoices
Where lemlist admins download invoices, how to email them automatically to two addresses, and how to add a VAT number before the next invoice is issued.
2 min read
How to download Instantly invoices
Where Instantly invoices and receipts are under Billing & Usage, where receipt emails come from, and how to put your company address and VAT number on invoices.