Purchasing FAQ - Remote Management

Browse through these FAQs to find answers to commonly raised questions about Remote Management 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 get a free trial of Remote Management?
Yes. You can get a free trial on Yeastar Partner Portal as follows:
Note: Yeastar reserves the right to change or withdraw the free trial offer. If you have any questions, contact your account manager.
  1. Log in to Yeastar Partner Portal, go to Products & Purchase.
  2. On the product list, click Trial on Remote Management.

  3. Search and select the user for whom you want to request the trial from the drop-down list by filter (Yeastar ID or Company Name).

  4. Under the Plan tab, click Trial of the desired plan.
  5. Optional: On the left Assign This Product To section, search and select a user by filter (Yeastar ID or Company Name) to associate with the product.
  6. On the right Order Summary section, click Checkout.
Q: How can I get more remote management connections?
You can purchase the one-payment service Remote Management Connections.
  1. Log in to Yeastar Partner Portal, go to Products & Purchase.
  2. On the product list, click Purchase on Remote Management.

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

  3. Search and select the user for whom you want to purchase more remote management connections from the drop-down list by filter (Yeastar ID or Company Name).

  4. Click the Service tab, then click Purchase of the Remote Management Connection.
  5. On the left section, set the desired quantity of remote management connections.
  6. On the right Order Summary section, click Checkout.
  7. Review and edit the billing information as needed, then complete payment.

    The connections are added to the account; the user can use them during the validity of the Remote Management plan subscription, without incurring any additional fees.

Q: Can I switch to a different service of Remote Management?
Yes, you can make changes during the current subscription.
  • If you switch to Remote Management Premium Account, the current subscription will be converted to the new subscription immediately.
  • If you switch to Remote Management Account, the new subscription will take effect after the current subscription expires.
To switch the subscription, do as follows:
  1. Go to Products & Purchase.
  2. On the product list, click Remote Management.
  3. On the right of the desired product, click More, then select Switch from the drop-down list.

  4. In the pop-up window, select the desired plan, then click Confirm.

  5. Click Checkout.
  6. Review the subscription information and billing information, then complete payment.
Q: Is there a reminder about the auto-renewal?
Yes. Yeastar Partner Portal automatically sends a reminder email to the billing contact 30 days and 7 days before the subscription expires.
Q: How to manage auto-renewal for my Remote Management subscription?
  • To enable auto-renewal, select the checkbox of Auto Renew when checking out for subscription renewal.

  • To disable auto-renewal, do as follows:
    1. Go to Products & Purchase.
    2. On the product list, click Remote Management.
    3. On the right of the desired product, click More, then select View Details from the drop-down list.

    4. In the Information & Existing Services section, click More.

    5. On the Plan Details page, click Cancel Auto Renew, then enter the CAPTCHA and click Confirm in the pop-up window.

Q: How to renew my Remote Management subscription?
  1. Go to Products & Purchase.
  2. On the product list, click Remote Management.
  3. On the right of the desired product, click Renew.

  4. Review and edit the order information as needed, then complete payment.