Produce Labels with Statements

Overview

Statement runs can optionally generate mailing labels for printed financial statements. The mailing-label feature has been re-enabled and now produces labels as a separate file, eliminating the previous workflow where labels were appended to the end of the statements PDF.

What Changed

• Previously:
  • Statements and labels were combined into a single PDF.
  • Printing required manual page-range selection and swapping paper types mid-job (plain paper for statements, label stock for labels), increasing the chance of misprints.
• Now:
  • Labels are generated as a separate PDF.
  • When the statement run completes, the notification email includes:
    • One link for the statements PDF
    • One link for the labels PDF

How to Generate Mailing Labels

1. Start a statement run as usual.
2. Select the checkbox: Include mailing labels.
3. Complete the run with your normal settings.
4. Wait for the completion email.
5. Use the labels link in the email to open/download the labels PDF.

Printing Mailing Labels (Critical Settings)

The system controls label layout (padding, spacing, and margins). Printer scaling overrides can cause misalignment.

Required Print Settings

• Print one-sided.
• Set scaling to Actual Size (100%).
  • Do not use scaling options such as:
    • “Shrink to fit”
    • “Fit to printable area” (or similar wording)
  • These options can compress the output and cause labels to miss the label boundaries.

Recommended First-Time Validation

1. Print the first page of the labels PDF on plain paper.
2. Hold the printed sheet against a label template/sheet.
3. Confirm alignment before printing on label stock.

Output

• Statements print from the statements PDF.
• Mailing labels print from the labels PDF using Actual Size to preserve alignment.

See the full video: https://share.shalomcloud.com/12uYobYG?sa=technical_documentation