I want to download my Members' invoice/billing lines to create a mail merge document
Navigate to the Membership Invoices, Statements & Billing Report (Membership > Member Reports).
This powerful report allows you to filter your Members' billing lines (invoices) by Member; Membership; Section; Date Range; and Billing(Invoice) Status.
This comes with a number of pre-defined reports and documents (invoices; statements) that you can download and print out. However, if you need to create custom Member letters, statements, invoices, etc.. you can also use this page to select/filter your Member Billing Lines and download them as a "*.csv" file which you can then use with a mail merge appoutside of Clubtreasurer (eg. MS Word) to create custom documents and/or emails.
Select the Mail Merge Format view in the report, and click the Actions button > Download > csv. The Mail Merge Format view contains a