Designate recipient
- Production > Envelopes and Labels
- In Envelopes and Labels window Search By pane’s For drop-down, select the type of recipient for whom you want to create label(s):
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Manual
Default. If you are making a one-off label for an address that is not in your RB9 database, enter recipient name and address in blank label in Recipient pane.
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Case
Click
to look up a case. See Looking up cases. RB9 will list all parties to the case with their default address(es) in label format in the Recipient pane. -
Contact
Can use either or both fields:
Firm – Click
to look up a firm. See Looking up firms. RB9 will list all of the firm’s contacts with their default address(es) in label format in the Recipient pane. Contact – Click
to look up a contact. See Looking up contacts. The contact and their default address appear in label format in the Recipient pane. -
Firm
Click
to look up a firm. See Looking up firms. RB9 will list all of the firm’s contacts with their default address(es) in label format in the Recipient pane. -
Invoice Bill To
Enter the number of an invoice addressed to a billed client or third-party payer in Invoice No., then click
. Billed party and their default address appear in label format in the Recipient pane. -
Invoice Sold To
Enter the number of an invoice for a job scheduled by a client in Invoice No., then click
. Scheduling party and their default address appear in label format in the Recipient pane. -
Job
Enter a job number in Job No., then click
. RB9 will list all of the parties to the job with their default address(es) in label format in the Recipient pane. -
Location
Click
to look up a location. See Looking up locations. The location’s address appears in label format in the Recipient pane. -
Resource
Click
to look up a resource. See Looking up resources. The resource and their default address appear in label format in the Recipient pane. - If Send To field appears in the Search By pane, you can switch to a different address for the recipient(s) by selecting an address type in the drop-down, then clicking :
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Firm Address
Entity’s business address. Default for firms, contacts, invoice billed to/sold to clients, and job parties.
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Billing Address
Address designated by entity for receiving invoices
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Home Address
Entity’s personal residence address
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Resource Address
Main address for resource. Depending on the resource, it could be a business address, home address, or P.O. box. Default for resources.
- Check the box(es) in the Recipient pane of any address(es) for which you want to create labels.
Print label/envelope
- To print labels, see Printing labels.
- To print envelopes, see Printing envelopes.