Yatta Checkout User Guide

Using and testing the Yatta Checkout

The Yatta Checkout is account-based and includes Identity and Access Management (IAM). When purchasing a solution, if a user does not have an account, they will have to create one. Users with a Yatta Account may make purchases from multiple vendors—all using the same account.

Testing

To test the Yatta Checkout, simply use your developer account in your test environment to buy the solution.

Note: Currently only one (1) user can test a product implementation at any one time. We are working on expanding this in the future.

Managing your test account

Access the user account (IAM) to edit user data, view and manage current subscriptions. In your testing environment, it is also possible to manage license states here. Currently, only the account that created the solution can test it.

Note: At a later stage, we will provide additional features to further enhance security (e.g., two-factor authentication) and convenience (e.g., payment and billing information management).

Going live

When you are ready to go live with your solution, click “Publish changes”. This can only be done once the KYC process has been successfully completed.

This starts a (for now) manual process whereby we perform a quality check on your solution to make sure everything is good to go. (Our plan is to automate this process before long—it’s on our roadmap!)

Once approved, your integration details will work in your live environment, too.

Licenses

The Yatta Checkout currently supports one-time purchases as well as monthly and yearly single-user licenses that are connected to the respective user account. Active licenses, purchases and subscriptions can be viewed and managed in the user account (IAM).

In addition to paid license tiers, we also offer an Academic Program. A user can register for the program if they are a student, teacher, or part of an academic organization. After successful authentication, members of the program can access and use the solutions included in the academic program free of charge. Teachers and organizations can request floating licenses to grant free licenses to their students.

Note: Support for multi-user licenses and additional discount programs are on our roadmap. We are happy to receive any feedback and requests to prioritize upcoming features.

Taxation

Depending on where your company is based, and which country the buyer comes from, different taxation rules apply. If you are located and taxed within the EU, please consult the official EU guide (accessible under https://europa.eu/youreurope/business/taxation/vat/vat-rules-rates/index_en.htm) for more information.

Verification of the user’s VAT number and VAT calculation is handled automatically by Yatta Checkout.

Note: While we do everything we can to streamline the process for you, VAT payment remains the vendor’s responsibility. We therefore cannot assume liability for the correctness of your VAT calculation.

To test the verification and calculation you can use the following VAT numbers in your test environment. You can find them pre-implemented in the preview version of the Solutions page.

Note: Using these test VAT numbers does not generate an example invoice at the end of the preview.

VAT Number Country
DE263001529 Germany
IT163001533 Italy

Invoicing

Generally, invoices are sent in PDF format to the user’s primary email address after each successful transaction. If a different billing email address is provided in the billing address form, the invoice is only sent to the billing email address. An overview of all current and past invoices is provided in the user account (IAM).

The sent invoices include legally required details about the company issuing the invoice (i.e., you), the recipient and the transaction. In addition, invoices include your logo and contact information. Please note, however, that we cannot assume liability for the correctness of the VAT calculation shown on the invoice.

Invoice numbering scheme

Invoice numbers are generated in a way that complies with official accounting standards. Each invoice is given a unique invoice number and the invoices are numbered sequentially.

Example invoice numbering scheme for a Vendor (“Software Vendor”) with the tag

Y-MP-SV011-22-00001 The first invoice of SV via the Yatta Checkout in 2022.
Y-MP-SV011-22-00009 The ninth invoice of SV via the Yatta Checkout in 2022.
Y-MP-SV011-22-01337 The 1337th invoice of SV via the Yatta Checkout in 2022.
Y-MP-SV011-23-00001 The first invoice of SV via the Yatta Checkout in 2023.

Notifications

Users get notified about errors, warnings, and useful information either via email, a banner in the user interface, or both.

Emails are sent in the following cases:

  • Account authentication and password reset

  • Authentication and registration for the Academic Program

  • Purchase confirmation

  • Refused payments of a subscription renewal

  • Changes in the payment method or billing information of a subscription

  • Changes in account email address

  • Account deactivation and reactivation