If you print financial statements, mailing labels can be the difference between a smooth monthly run and a frustrating, error-prone process.
The good news: the “Include mailing labels” option is back—and it works in a much more practical way.
What changed (and why it matters)
Previously, even when mailing labels were available, the workflow was clumsy:
- Statements and labels were combined into one single PDF.
- You had to print part of the file on plain paper.
- Then swap paper types mid-job (remove plain paper, load label sheets).
- Then print the remaining pages for labels.
That approach increased the chance of misprints and wasted label sheets.
Now, when you run statements with Include mailing labels selected, the system generates two separate files:
- One link for the statements PDF
- One link for the mailing labels PDF
When the statement run finishes, the notification email includes a dedicated link specifically for the labels, so you can download and print them independently.
How to run statements with mailing labels
- In your statement run options, check Include mailing labels.
- Complete the statement run as usual.
- Wait for the completion email.
- Use the email links to open:
- the statements file
- the separate labels file
Critical printing settings (avoid misaligned labels)
Label alignment is almost always ruined by printer scaling.
The label PDF is already formatted with the correct spacing, padding, and margins, so you need to ensure your printer does not “help” by resizing it.
When printing labels, make sure:
- You print one-sided
- You select Actual size (or equivalent)
Avoid settings like:
- Shrink to fit
- Fit to page
- Fit to printable area
Those options will scale the document, and even a small change can cause every label to drift out of position.
Recommended first-time test (saves label sheets)
Before using real labels:
- Print one label page on plain paper using Actual size.
- Hold it up against your label sheet/template.
- Confirm the text lines up with the label boundaries.
Once it matches, load your label sheets and print the labels PDF.
A simpler, safer labels workflow
With labels delivered as a separate PDF, you can print statements and labels independently—no mid-print paper swapping, no guessing page ranges, and far fewer wasted label sheets.
If you’ve avoided statement labels in the past because the process felt risky, this update makes it worth trying again—just remember: print at Actual size.
For previous articles about running statements, visit this link.
See the full video on this topic, visit this link.