If you use Microsoft Word or Corel WordPerfect, you can print mailing labels, envelopes or form letters for all or selected clients as follows:

In BSA Pro
1. From Home Menu select Utilities
2. Select EXPORT
3. Select either ALL or Selected Clients
4. Select the fields for export. It is slightly easier if you select them in the order you want them to appear on your labels although it is not critical. For mailing labels and envelopes, you will probably want to select the First Name, Last Name, Address 1, 2, etc. as well as the city, state, and zip code.
5. Select OK
6. Select Continue
7. If you selected SELECTED CLIENTS in step 3 you can now select the clients for whom you wish to create labels, envelopes, etc.
8. Select Continue Export
9. Specify the name and location of the text file to create. For example, you may want to save the file in c:\clients\clist1.txt
10. Select OK and the export will commence. You will be advised if the export was successful.
11. If it was successful, you can now quit BSA.

Using Word 7.0 or greater (including Word 2000)
1. From a blank document, select Tools
2. Select Mail Merge
3. Select CREATE
4. Select Mailing Labels, Envelopes, etc.
5. Select Active Window
6. Select Get Data
7. Select Header Options
8. Select Create
9. From the list of fields options, remove the fields that are not applicable. For example, you might highlight the TITLE, JOB TITLE, COMPANY, HOME PHONE AND WORK PHONE fields and select Remove Field each time. Note: The Postal Code is the Zip Code.
10. Select OK and then Save the Header file description you've created. You might call it HdrBSA.Doc. Once you save this file, you will not need to Create a Header Options file again. The next time you prepare mailing labels, you will select Open in step 8 (the previous step) and then simply specify the file you saved in this step.
11. Select Get Data.
12. Select Open Data Source
13. Specify the file you created in step 9 of the BSA98 Pro procedure above. In this example, it was c:\clients\clist1.txt.
14. Select Set Up Main Document
15. If you're creating labels, select the printer information, label products and product number and select OK.
16. Select Insert Merge Field.
17. Select the SAMPLE data as you want it to appear. For example, you might select the First Name and then enter a space and then select the Insert Merge Field button again and select the Last Name and then enter a carriage return (enter key) and then select the first address line, enter a carriage return and so on until your labels/envelopes look the way you want.
18. When you've selected the data as you want it to appear, select OK.
19. Select MERGE - Note: You can select various options such as filters and sorts by selecting Select Options.
20. Select Merge again and the labels/envelopes will be created.
21. You can save the document if you will need to use it again before your client/mailing list changes in BSA.

Using WordPefect 7:
A. The first step is to create a data file for WP to use in the merge process:
1. Select Insert
2. Select Spreadsheet/Database
3. Select Import
4. Select Data Type as ASCII Delimited Text
5. Select Import As and specify Merge Data File
6. Select Filename and specify the file you created in step 9 from the BSA procedure above.
7. Leave the defaults for the Field (it should be a comma mark), Record (these should be [CR] [LF] , and Characters (Encapsulated ").
8. Select OK - The text file is converted to a WP data file.
9. Select File from the file menu
10. Select Save As and save the newly created data file. You might save it as CLIST1.DAT, for example.
11. Close the file.
B. Create your Mailing Labels document
1. Create a new blank document
2. Select Format
3. Select Labels
4. Select the label type you're using
5. Select Tools
6. Select Merge
7. Select Form
8. Select Use file in active window
9. Select OK
10. Select Associate a data file
11. Specify the WP data file you created in step A-10 above. E.G., CLIST1.DAT
12. Select OK
13. Select Insert Field and select each field you want to appear in the order you want them on the label and then select Insert after each selection. For example, you might select the First Name and then enter a space and then select the Insert button again and select the Last Name and then enter a carriage return (enter key) and then select the first address line, enter a carriage return and so on until the label looks the way you want.
14. When you've selected the fields, select CLOSE
15. Select MERGE
16. Select Merge again and the labels are created. Note there are certain options you can specify before selecting Merge. You may wish to explore these options.
17. You can save the label document if you think you'll use it again before your client/mailing list changes in BSA.

You can unfinalize bills in BSA (all or just selected ones) if you make a backup of all your data just BEFORE you finalize your bills. If, shortly after finalization, you find an error in a bill, you can restore just that bill, correct the error and re-finalize the bill.