To sort statements, tax letters, labels and any other print communication, do the following:
- While viewing the results for "Financial Aging" or "Contact Financial Summary" for those contacts with open balances, choose the action "Add Contacts to Group" and create a new, regular group
- Click "Search ... Find Contacts" and filter on your group from the previous step.
- While viewing the list of results, click the postal code column heading to sort by that column. (You can sort by any column you prefer)
- Choose the action "Create PDF Letter" or "Mailing Labels" and the results will be in the sort order you chose on the previous step.