Miscellaneous

Printing 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

Printing labels

Follow these steps to print labels from Digita Practice Advanced.
  1. Choose File > Print Labels & Letters to open the Print Labels & Letters screen.
  2. 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"
    File Folder
    • 8166 - 0.54" x 3.44"
  3. If necessary, use the Selection tab to narrow the list of labels to be printed.
  4. 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.
  5. Click the Preview Selected button to view the labels as they will print.
  6. Click the Back button in the toolbar to return to the Print Labels & Letters screen.
  7. When you are ready to print your labels, click the Print Selected button.
  8. 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 Digita Practice Advanced. 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.
  1. Choose File > Print Labels & Letters to open the Print Labels & Letters screen.
  2. Highlight the letter you want to print and click the Select button.
  3. 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.
  4. If necessary, use the
    Filtering
     fields to narrow the list of clients for whom letters will be printed.
  5. 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).
  6. Click the Preview Selected button to view the letters as they will print.
  7. Click the Back button in the toolbar to return to the Print Labels & Letters screen.
  8. When you are ready to print your letters, click the Print Selected button.
  9. 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.

This article applies to:

  • Product: Digita Practice Advanced