---
title: "Adding Purchase Transactions and Applying Payments for PLUS Organization"
description: ""
url: https://help.juan.tax/en/articles/286-adding-purchase-transactions-and-applying-payments-for-plus-organization
collection: "About your Subscription"
updated: 2024-11-19
language: en
---

# Adding Purchase Transactions and Applying Payments for PLUS Organization



Proper encoding of Purchase Transactions will affect your P**urchase Book Journal, Cash Disbursement Book,** and **General Ledger** reporting. Get to know how to do it for your PLUS organizations.

This article will help you:

-   Understand the Tax Data Flow of Purchase Transactions 
    
-   Add Purchase Transactions and applying the Payments
    

**TAX DATA FLOW OF PURCHASE TRANSACTIONS**

**1.** When you record Purchase transactions (Sales Invoice for Goods / Official Receipt for Services) in JuanTax, tax data are pulled to your **Purchase Book Journal, Cash Disbursement Book, and General Ledger**. 

![](https://downloads.intercomcdn.com/i/o/182363888/f61757f4b16ec4a64b36b966/image.png?expires=1730690100&signature=55fa0d92974ea0f66cd539d5f43589b1b4bfc86fa0c163c5cd12f06c43b771f6&req=dSglFc99lYlXFb4f3HP0gF9hDINZkpUJUD6Y4S19n59Q6BVQf3YikngF3jpU%0AX5Y%3D%0A)

**2A.** When Purchase transactions are paid or awaiting payment, it goes to your Purchase Book Journal.

![](https://downloads.intercomcdn.com/i/o/182366096/5328903698c4655a34b89275/image.png?expires=1730690100&signature=e7196304765b1df343dc73ad9bff8c887d3c3a887fa8220ee370568093c16ed8&req=dSglFc94nYhZFb4f3HP0gDLo1jIb%2FCXMvgObYdCkOe5Wq0xG4Wd7tvaNBx2D%0Ai9A%3D%0A)

**2B.** When a full or partial payment is applied to your Purchase transactions, it goes to your Cash Disbursement Book.

![](https://downloads.intercomcdn.com/i/o/182366338/dc5bf7e5720233717f3cf719/image.png?expires=1730690100&signature=526cc21df37115b66d16e54ecb48a2969ab3f31082061ab1dc1018d70cadf47d&req=dSglFc94noJXFb4f3HP0gH3x%2BUSBkTlhUTKwtcxocB3wzOtCb0MBuu6E2XEq%0AC3M%3D%0A)

**3.** When Purchase transactions are marked as "Posted", it will reflect in your General Ledger.

* * *

The table below is only a preview of the report, you may use the export function to get the detailed format of your General Ledger

A. Preview

![](https://downloads.intercomcdn.com/i/o/393949833/cf7bb051d2a01831278d4db0/Screen+Shot+2021-09-24+at+12.39.04+PM.png?expires=1730690100&signature=29a77b1eaf7674239b2e2cb4bc9def887c1562b36baa94b775425923e6217962&req=dykkH813lYJcFb4f3HP0gMizpty%2F6qxG7rfJUfNE749zkL%2FUSDU3PL6adqsi%0A7T0%3D%0A)

B. Detailed Report (Exported File)

![](https://downloads.intercomcdn.com/i/o/393950207/aeda4a0ef4e8012b2caec32b/Screen+Shot+2021-09-24+at+12.45.35+PM+%281%29.png?expires=1730690100&signature=fd9b88dcfea32a1f62ffea59a4a745dde00c96162e2c20b0626450ab183a39b3&req=dykkH8x%2Bn4FYFb4f3HP0gGrrbdDJCZv7UXRnVHVvvEcxIXbYsnhtBXm7zERc%0AG6g%3D%0A)

* * *

**ADDING PURCHASE TRANSACTIONS AND ADDING PAYMENTS**

Adding Purchase transactions is the same for both STANDARD and PLUS organizations. However, Applying Payment feature is only available to PLUS organizations.  
  
Here's how you Apply Payments to Purchase Transactions:

**1.** Choose a Purchase Transaction

![](https://downloads.intercomcdn.com/i/o/182349306/359b7808b4a51c13c6dce39b/image.png?expires=1730690100&signature=a1c83cfb3f2dfe7d5b468fd60267d85b596250433548ed2578496e2ee5fcb874&req=dSglFc13noFZFb4f3HP0gHOqbbvHV9NpW286rRTULXZHbsXvLK0DGibzfTYr%0AskQ%3D%0A)

**2.** Under the **Select Options** button, click **Add a Payment**.

![](https://downloads.intercomcdn.com/i/o/182349920/f0cc313bbe69ac25af0a04a1/image.png?expires=1730690100&signature=3a24a8c81b48bb214ee61a48b2df38b00e05d88f1578d8e6d56ef0de94d9845a&req=dSglFc13lINfFb4f3HP0gMqVPR%2BdksYpGDh8ZWEoFeTGneOsBOVKAw6max%2Bj%0Ae2k%3D%0A)

**3A.** For **full payments**, enter the required fields to mark the transaction as **Paid**. 

![](https://downloads.intercomcdn.com/i/o/182363255/559ef21c8ddd2984498c8f3f/image.png?expires=1730690100&signature=5bc20873a0ca50ddb2206b121f24dcaafbe635b0cf74611a5555bf4d8f873643&req=dSglFc99n4RaFb4f3HP0gEmfDPZ0YGU6ONIzgqDgvc9b%2BdFCe6TfH3DBPJT0%0AGzY%3D%0A)

**3B.** **For partial payments**, choose **I want to make a Partial Payment** and fill the required fields. This will mark your transaction as **Awaiting Payment**

![](https://downloads.intercomcdn.com/i/o/182362673/115019b86964c0fa1fbb04cf/image.png?expires=1730690100&signature=daaf91d968934ab99c9b3a563a564d333819968138b75648f7110e2c0493257c&req=dSglFc98m4ZcFb4f3HP0gNr3y0teETOJSMfM1jyp3sx9UMgkcYvDcs2veBhf%0AuO0%3D%0A)

  
**Important Information:**

-   In recording Sales Invoice transactions, the tax type should be **"GOODS"**
    
-   In recording Official Receipt transactions, the tax type should be **"SERVICES"**
    
-   Applying Payment is important for your transactions to reflect in your Books.
    
-   **DRAFT** transactions should be marked as **POSTED** in order for these transactions to reflect in your Books.
    
-   For your transactions to be recorded in your General Ledger, they should be marked as **POSTED** from your other Books.
    

**What's Next?**

-   [Adding Purchase Transactions](https://help.juan.tax/en/articles/4809936-adding-purchase-transactions.md)
    
-   [Amending payments](https://help.juan.tax/en/articles/3695017-i-made-a-mistake-in-adding-payments-can-i-edit-or-remove-it.md)
    
-   Get to know the best practices in importing and exporting tax data
    
-   Learn how to utilize Chart of Accounts for precise recording