In the Print Labels & Letters screen, you can:
- create labels for mailing client invoices and statements
- print a full sheet of the same label
- print letters for clients or other contacts
- save sets of labels and letters for later use by creating a profile
Printing labels
Follow these steps to print labels from Practice CS.
- Choose File > Print Labels & Letters to open the Print Labels & Letters screen.
- Highlight the label size you want to print and click the Select button. Available label sizes include:
Address- 5161 - 1" x 4"
- 5260 - 1" x 2.63"
- 5261 - 1" x 4"
- 8160 - 1" x 2.63"
- 8161 - 1" x 4"
- 8166 - 0.54" x 3.44"
- If necessary, use the Selection tab to narrow the list of labels to be printed. See Filtering your data for more information.
- If necessary, click the Layout tab to set additional options.
- Use the Group by field to select a criterion for grouping labels. (For labels, you can only sort a grouping by ID or Sort Name, ascending or descending.)
- Use the Detail by fields to select detail options. (For labels, you can only specify whether to sort labels by client ID or Sort Name, ascending or descending.)
- To print an entire page of each label, mark the Full page of the same label checkbox.
- Click the Preview Selected button to view the labels as they will print.
- Click the Back button in the toolbar to return to the Print Labels & Letters screen.
- When you are ready to print your labels, click the Print Selected button.
- In the Print dialog, choose one or more outputs (printer, file, email message), verify the destination (printer, file type/folder, email recipients), and click OK.
Printing letters
In addition to labels, you can print custom letters from Practice CS. Available letters are listed on the Print Labels & Letters screen, and include any custom letters you have created and saved using the Custom Formats screen. To print letters, follow these steps.
- Choose File > Print Labels & Letters to open the Print Labels & Letters screen.
- Highlight the letter you want to print and click the Select button.
- Use the Selection tab to choose a date for the letters. Options are Today's Date, Period End Date, Prior Period End Date, and Custom. If you choose Custom, you must also specify a date.
- If necessary, use the Filtering fields to narrow the list of clients for whom letters will be printed. See Filtering your data for more information.
- If necessary, click the Layout tab to set additional options.
- Use the Group by field to select a criterion for grouping letters. (For letters, you can only sort a grouping by ID or Sort Name, ascending or descending.)
- Use the Detail by fields to select detail options (for letters, you can only specify whether to sort letters by client ID or Sort Name, ascending or descending).
- Click the Preview Selected button to view the letters as they will print.
- Click the Back button in the toolbar to return to the Print Labels & Letters screen.
- When you are ready to print your letters, click the Print Selected button.
- In the Print dialog, choose one or more outputs (printer, file, email message), verify the destination (printer, file type/folder, email recipients), and click OK.
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