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Printing

Print labels and letters

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.

Print labels

Follow these steps to print labels from Practice CS.
  1. Select
    File
    , then
    Print Labels & Letters
    .
  2. Select the label size you want to print then
    Select
    . 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"
    File Folder
    • 8166 - 0.54" x 3.44"
  3. Use the
    Selection
     tab to narrow the list of labels to be printed.
  4. Select 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.
  5. Select
    Preview Selected
     to display the labels as they will print.
  6. Select
    Back
     in the toolbar to return to the Print Labels & Letters screen.
  7. When you're ready to print your labels, select
    Print Selected
    .
  8. In the Print window, select 1 or more outputs (printer, file, email message), verify the destination (printer, file type/folder, email recipients), then select
    OK
    .

Print 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. Follow these steps to print letters:
  1. Select
    File
    , then
    Print Labels & Letters
    .
  2. Select the letter to print then
    Select
    .
  3. Use the
    Selection
     tab to select a date for the letters. Options are
    Today’s Date
    ,
    Period End Date
    ,
    Prior Period End Date
    , and
    Custom
    . If you select
    Custom
    , you must also specify a date.
  4. Use the
    Filtering
     fields to narrow the list of clients for whom letters will be printed.
  5. Select 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.
  6. Select
    Preview Selected
     to display the letters as they will print.
  7. Select
    Back
     in the toolbar to return to the Print Labels & Letters screen.
  8. When you're ready to print your letters, select
    Print Selected
    .
  9. In the Print window, select 1 or more outputs (printer, file, email message), verify the destination (printer, file type/folder, email recipients), then select
    OK
    .

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Print