Purchasing FAQ - P-Series Cloud Edition

Browse through these FAQs to find answers to commonly raised questions about P-Series Cloud Edition purchasing.

Click on the desired category to browse our frequently asked questions.

Payment

Q: Which payment methods are accepted?
For now, PayPal, debit card or credit card (such as VISA, Master Card, Discover, and American Express), and offline payment are supported.
Q: How do I complete payment for a pending order?
  1. Go to Orders and Billing > Orders.
  2. Search and find the desired order, then click (Pay Now).
  3. Review the order and check out.

Order

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: 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.

Subscription

Q: Can I switch to a different plan of P-Series Cloud Edition?
Note: If the cloud-based communication services that you deliver is NOT Turnkey or BYOI solution, see Switch Subscription Plan for P-Series Cloud Edition.
Yes, you can switch to a different plan during your current subscription.

  • For upgrade, the current plan will be upgraded to the new plan immediately.

  • For downgrade, the new plan will take effect after the current plan expires.

To switch the plan, do as follows:

  1. Log in to Yeastar Partner Portal, go to Products & Purchase.
  2. On the product list, click Purchase on Cloud PBX (PCE Package).

  3. Click Upgrade PCE Instance.
  4. In the Start by Entering the SN search box, enter Serial Number (SN) of the desired PBX instance, then click Search.
  5. In the Recurring Subscription Service section, click Switch of the desired plan.
  6. Review the order and edit information as needed, then complete payment.
Q: Is there a reminder about the auto-renewal?
Yes. If you enable automatic renewal for your subscription, Yeastar Partner Portal will send a reminder email before your subscription automatically renews.
  • For Annual Subscription, the system sends a reminder email to the billing contact 30 days and 7 days before the subscription expires.
  • For Monthly Subscription, the system sends a reminder email to the billing contact 7 days before the subscription expires.
Q: How to renew my P-Series Cloud Edition subscription?
Note: If the cloud-based communication services that you deliver is NOT Turnkey or BYOI solution, see Renew P-Series Cloud Edition.
  1. Go to Products & Purchase.
  2. On the product list, click Purchase on Cloud PBX (PCE Package).

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

  3. Click Upgrade PCE Instance.
  4. In the Start by Entering the SN search box, enter Serial Number (SN) of the desired PBX instance, then click Search.
  5. On the right of the desired product, click Renew.

  6. Review and edit the order information as needed, then complete payment.
Q: Can I switch to a different billing cycle?
No, but this will be supported in the near future.