Email Statements in TurboCASH

In TurboCASH accounting, sending customer or supplier statements by email is a built‑in workflow. Here's how it typically works:

📤 Steps to Email Statements in TurboCASH

1. Open the Statements Module
   • Go to Reports → Debtors → Statements in the main menu.
   • Select whether you want Debtor (Customer) or Creditor (Supplier) statements.
2. Set the Statement Parameters
   • Choose the date range (e.g., up to month‑end).
   • Select the account(s) you want to generate statements for.
   • You can preview the statement before sending.
3. Check Email Settings
   • Ensure each debtor/creditor has a valid email address saved in their account record.
   • Go to Default → Debtors → [Select Debtor] → Contacts tab and confirm the email field is filled.
   • Confirm the Delivery is setup as Email
4. Send by Email
   • In the statement preview window, look for the Email option (often a button or menu item).
   • TurboCASH will generate the statement as a PDF and attach it to an email.
   • The email is sent via your configured mail client (e.g., Outlook) or directly if SMTP is set up in TurboCASH.
5. Batch Emailing
   • You can select multiple accounts and send all statements in one batch.
   • TurboCASH will loop through the debtor list and send each statement to the stored email address.

⚙️ Important Setup Notes

• SMTP Configuration: If you want TurboCASH to send directly (without opening Outlook), you need to configure SMTP under Setup → Setup → Internet.
• Attachments: Statements are usually sent as PDF attachments.
• Audit Trail: TurboCASH logs the fact that the statement was generated, but the actual email delivery depends on your mail client or SMTP server.