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Question

Customer Statements Issues

  • February 28, 2026
  • 3 replies
  • 18 views

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Every month our company sends out Customer Statements to show Invoice and Payment history for that month. We email some and print and mail some. We have been live with Acumatica for a year and every single month there is an issue with these statements. Whether it’s calculations are off, form not printing correctly, missing data, etc. we have shelled out considerable amounts of money to our partner to fix these issues just to fix a new issue the next month. Can anyone recommend either an expert Acumatica report designer or some solution that easily integrates with Acumatica that is more user friendly than report designer and we can create the forms ourselves? Anyone know anything about GoFormz? We have Velixo, can I use that? Any help suggestions are welcome!

3 replies

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  • Author
  • Freshman I
  • February 28, 2026

Forgot to mention, these statement issues are now causing us to lose customers due to the constant confusion!


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Hey ​@bobbytherbs ,

Would need to check out the configurations/setups & then trace the elements.


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  • Author
  • Freshman I
  • February 28, 2026

@harshitasethia74 I’m available for further discussion about this if you are