To generate mailing labels for invoices or statements, navigate to the Payers report. Filter by Invoice Preference to display only the payers who need labels, and click Refresh.
On the Payers Report:
- Click Generate Mailing Labels.
- Click here to download and save this template file to your computer with the MS Word (.docx or .doc) file format.
- Click Browse to upload the template file saved in Step 2.
- 💡It is recommended to select the checkbox Print labels only for records with complete address information. If left unchecked, labels may only display a payer's name if no address is on file.
- Click Generate Mailing Labels and save the file to your computer. This file is formatted for printing on label paper.
For full details about sending invoices and statements, see How to Send Invoices and Statements to Payers.