To find Total Payment Amount


  1. In the Matrix, go to Loans
  2. On the top bar, click on Payments
  4. Click on Filters, and go to Add Custom Filter (do not use This Week, it includes an extra day)
  6. Set the Field to Payment Date, set the second dropdown to is between, and set the first parameter to the previous Saturday, and the second parameter to today, and click Apply
  8. On the top right, change the 1-80/Number to equal 1-Number/Number, for example, if Number was Equal to 342, it would look like this 1-342/342
  10. Then scroll all the way to the bottom, and under the Payment Amount column, you'll see the total of all payments made between the dates set.


To Find Full Payments


  1. On the same screen, go back to Filters (do not remove any current filters!)
  2. Go to Custom Filters
  3. Select Invoice Amount Due, is equal, to 0
  5. Hit Apply
  6. This gives you a list of fully paid invoices from the current week