Order FAQs

Browse through these FAQs to find answers to commonly raised questions about Yeastar Partner Portal Order.

FAQs

Q: How do I cancel a pending order?
  1. Go to Orders and Billing > Orders.
  2. On the right of the desired order, click , then select Cancel the Order from the drop-down list.

  3. In the pop-up window, click Confirm.
Q: How do I find the billing invoice?
You can find the billing invoice for the orders that are paid via PayPal as follows. For orders paid offline, contact Yeastar Sales for the invoice.
  1. Go to Orders and Billing > Orders.
  2. On the right of the desired order, click .

    A new browser tab is opened automatically to display the invoice.

Q: How do I add a new recipient for receiving invoices?
Note: You can add up to 10 recipients for receiving invoices.
  1. At the top-right corner, click the account button and select your account.

  2. Under Email Notification tab, click Add a Billing Recipient.

  3. In the pop-up window, configure the recipient information.
  4. Optional: To set it as the default recipient, select Default Billing Recipient.
  5. Click Confirm.

    The recipient is added and can be selected to receive the invoice for the product being purchased.

Q: How do I set the default recipient for receiving invoices?
  1. At the top-right corner, click the account button and select your account.

  2. Under Email Notification tab, hover your mouse over the desired recipient, then click .

  3. In the pop-up window, select the checkbox of Default Billing Recipient.

  4. Click Confirm.
Q: How to view details of the expiring subscriptions?
By default, you can have a general overview of your expiring subscriptions on the Dashboard. To check the details, you can click the button highlighted below, or go to Products & Purchase page.
On the product list, check the expiring plan or service as needed.
Scenario Instruction
Check the expiring plan
  1. Click the Expiring Soon tab.

    The expiring subscription plan is displayed on the page.
Check the expiring service
  1. At the top pane, click More Filters.

  2. Filter the expiring service.

    1. In the drop-down list of Service Status, select Expiring Soon.
    2. Optional: To narrow down the search results, you can filter expiration date by selecting a time period from the drop-down list of Service Expires In.
    3. Click Save.

      The plan on which the service depends is displayed on the page. Click in front of the subscription plan to view the expiring service.
Q: Can I bulk export invoices from the portal?
Yes, you can bulk export invoicesfor the orders that are paid via PayPal from Yeastar Partner Portal as follows.
  1. Go to Orders and Billing > Orders.
  2. Select the checkboxes of the desired orders, then click Export Invoice.

    The invoices are downloaded as a .zip file. Unzip the file and you will get the selected invoices in .pdf format.

Q: Can I export orders from the portal to reconcile transactions within my system?
Yes, you can export orders from Yeastar Partner Portal. For reconciliation, we recommend that you add remarks each time you complete an order.
To add remarks to a completed order, go to Orders and Billing > Orders > , add details (such as custom reference number, order owner, comment) for desired order.
To export orders, click Export Order at the top-left corner of order list.
The orders are exported to a .xls file. You can import the file to your system for reconciliation.