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View and download purchase history, invoices, and receipts

Use the Purchase History page in CertCentral to view your account’s transactions, find an order, and view or download invoices and receipts for issued certificates.

To open the page, in the CertCentral main menu, go to Finances > Purchase History.

The page lists transactions in the following columns: Date, Order #, Product, Purchase Amount, Payment Method, Order placed by, and Receipt / Invoice. If there are no transactions, the page shows No transactions found.

Filter your purchase history

Note

This section applies to Enterprise and Partner accounts only. The Purchase history page on Subscription accounts doesn’t include filters or the Download CSV option. If you have a Subscription account, go to View an invoice.

Use the filters above the list to narrow the transactions that appear.

  1. In the CertCentral main menu, go to Finances > Purchase History.

  2. Use one or more of the following filters:

    • Payment Method: In the dropdown, select a payment method. The default is All.

    • Transaction Date: In the From and To fields, enter or select a start and end date.

      Note

      Depending on your account settings, the Transaction Date fields might be set to a one-year date range by default. To see transactions from a different period, update the From and To dates, and then select Go.

    • Order ID: In the Search for field, enter an order ID.

      Turn on Exact match to return only transactions whose order ID matches exactly what you entered.

  3. Select Go.

Download purchase history as a CSV file

  1. (Optional) Apply filters to limit the transactions you want to export.

  2. Select Download CSV to download the transaction records that match your filters.

    Select the dropdown arrow for additional download options.

View an invoice

  1. In the CertCentral main menu, go to Finances > Purchase History or Purchase history.

  2. On the Purchase history page, find the issued certificate, in the View Receipt / Invoice column, select View Receipt / Invoice.

    Note

    For Subscription accounts, in the View column, select View.

  3. Review the invoice details.

  4. (Optional) To save a copy, select Download PDF.

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