Tezzera allows you to export your financial data as a CSV file so you can review it in a spreadsheet, share it with your accountant, or keep records outside of the platform. You can export either your invoice data or your payment data, filtered by date range and status.
Where to Find the Export Feature
Navigate to your Financial dashboard from the sidebar menu. In the top right corner of the page, click the Export button. A pop-up will appear with your export options.
Step 1: Select Your Export Type
Choose what type of data you want to export:
Invoices — exports a record of all invoices matching your filters
Payments — exports a record of all payments received matching your filters
Step 2: Set a Date Range
Add a start date and end date to filter your export to a specific time period. This is useful for pulling data for a particular month, quarter, or financial year.
Step 3: Filter by Status (Invoices only)
If you selected Invoices, you can also filter by invoice status to narrow down your results. Status options include:
Draft
Sent
Scheduled
Pending
Paid
Leave this blank if you want to export all invoices regardless of status.
Step 4: Download
Click Download. A CSV file will instantly download to your device, named with your workspace name and the date range you selected.
What's Included in Each Export
Invoices Export
Column | Description |
Invoice Number | The unique invoice number assigned to each invoice |
Due Date | The date the invoice was or is due |
Type | The invoice type — Standard, Recurring, or Installments |
Amount | The total amount invoiced |
Amount Paid | How much has been paid toward that invoice |
Project | The project the invoice is associated with |
Status | The current status of the invoice |
Payments Export
Column | Description |
Invoice Number | The invoice number the payment is associated with |
Date Due | The date the invoice was due |
Date Paid | The date the payment was received |
Method | The payment method used |
Recorded Manually | Whether the payment was manually marked as paid |
Amount Paid | The amount received |
% Tax | The tax rate applied to that payment |
Project | The project the payment is associated with |
Status | The payment status |
Tips for Using Your Export
💡 Pro tip: For tax time, run a Payments export filtered to your financial year to get a clean record of everything you received and the tax applied to each payment.
💡 Pro tip: Run an Invoices export filtered to "Sent" or "Scheduled" status to quickly see everything that's outstanding or upcoming.
📌 Note: The Recorded Manually column in the Payments export indicates whether a payment was manually marked as paid inside Tezzera — useful for identifying payments made outside of Stripe, such as bank transfers or external payment platforms.
We'd Love Your Feedback
This feature is new and we're actively working to make it even better. If you have ideas for additional data fields, filter options, or export formats you'd find useful, submit your suggestions via the Product Roadmap — your feedback directly shapes what we build next.