Purchasing FAQ - Workplace SaaS

Browse through these FAQs to find answers to commonly raised questions about Workplace SaaS 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: Is there a free trial of plan for Workplace SaaS?
Yes. We provide a 30-day free trial of Standard Plan. After a Workplace account is registered, the trial of Standard Plan is enabled automatically and includes the following services:
  • Meeting Room: 3
  • Desk: 30
  • Visitor: 1
Q: Can I switch to a different plan of Workplace SaaS?
Yes. You can switch to a different plan during your current subscription.

  • For upgrade, your 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. Go to Products & Purchase.
  2. On the product list, click Workplace SaaS.
  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 plan information, service information, and billing information, then complete payment.
Q: Is there a reminder about the auto-renewal?
Yes. If you enabled auto-renewal for your subscription, Yeastar Partner Portal will send reminder emails to the billing contact 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 manage auto-renewal for my Workplace SaaS subscription?

  • To enable auto-renewal, select the checkbox of Auto Renew when checking out for service expansion or subscription renewal.

  • To disable auto-renewal, do as follows:
    1. Go to Products & Purchase.
    2. On the product list, click Workplace SaaS.
    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 Workplace SaaS?
  1. Go to Products & Purchase.
  2. On the product list, click Workplace SaaS.
  3. On the right of the desired product, click Renew.

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