Expand Service Capacity or Subscribe New Service for Workplace SaaS

Yeastar supports to expand service capacity or subscribe new service for existing Workplace SaaS edition.

Tip: To switch plan for Yeastar Workplace SaaS, see Switch Plan for Yeastar Workplace SaaS.

Step 1. Go to product purchase page

  1. Log in to Yeastar Partner Portal, go to Products & Purchase.
  2. On the product list, click Purchase on Workplace SaaS.

    A side panel slides in from the right of the page.

  3. In the Start by Entering the Company ID search box, enter the company ID of your customer, then click Search.

    The customer's Workplace subscription details are displayed on the page.

    Tip: You can view the capacity of currently subscribed services by clicking in front of the subscription plan.

Step 2. Select service and capacity

  1. Click Service tab.
  2. Click Subscribe of the desired service.
  3. On the left subscription details section, specify the capacity of the selected service.

  4. Optional: To subscribe or expand capacity for other services, do as follows:
    1. In the Other Services section, click beside a desired service.
    2. In the pop-up window, specify the capacity and click Confirm.
  5. On the right Order Summary section, click Checkout.

Step 3. Review the order and check out

  1. On the left Service Information section, review the service information.
  2. On the left Billing Information section, review and edit the billing information as needed.
    • The billing information will be displayed on an invoice, which will be generated and sent to the selected billing contact's email address after you complete payment.
    • By default, your information is automatically filled in. You can change to another billing contact, either by selecting an existing one from the drop-down list, or by clicking Add New to add a contact. The billing contacts are synchronized with the ones that you have set on Billing Receiver.

  3. On the right Checkout section, choose either of the following ways to check out:
    Pay by PayPal
    1. In the Payment Method section, click PayPal.
    2. Optional: Select or unselect the checkbox of Auto Renew to enable or disable the automatic renewal.
    3. Click PayPal and log in to your PayPal account to complete payment.
    Pay by debit card or credit card
    1. In the Payment Method section, click Debit or Credit Card.
    2. Optional: Select or unselect the checkbox of Auto Renew to enable or disable the automatical renewal.
    3. Click Debit or Credit Card and enter the information required to complete payment.
    Pay offline
    1. In the Payment Method section, click Offline.
    2. Optional: In the PI Number field, enter the PI number that is provided by Yeastar Sales.
    3. Click Place Order.

      After you submit the order, your account manager or local distributor will contact you actively for the payment.

Result

After you complete payment, the followings are achieved:

  • The service purchased for the company ID takes effect immediately.
  • The billing contact receives an email, which contains the order summary and an invoice. He or she can click on the attached link to view or download the invoice.
    Note:
    • The attached link is valid in 24 hours and can be used ONCE only.
    • You can also view the invoice on Yeastar Partner Portal: Orders and Billing > Orders > .