I have orders where I offer discounts to customers for various reasons, and those need to be tracked. I'm in the process of migrating from QuickBooks on Windows to FirstEdge on my Mac. In QB, I created a Discount item that I could add to my invoices, and set to negative prices to discount the sale.

This doesn't work in FirstEdge. How do I accomplish this?

Thanks,
Eric Shepherd

I can tell you how not to do it!
I created an item number called discount, set the quantity to -1 and then entered the price of the discount. The subtotal for the line appeared as a credit for the amount of the price.

HOWEVER, as I'm prepping for my taxes, I have discovered that this has completely screwed me up. When recording the transaction, Firstedge recorded the discount as a debit to the invoice and then did not properly record the actual payment (also a debit, of course) when I entered that. Well, it recorded it, just not where it should have!

So yeah, I'm curious about this also!

I just got off the phone with support about this. Apparently there's no supported way to do this (I was told I could upgrade to AccountEdge for the difference in price... lovely). Seems like a VERY basic feature that's missing here.

Denverherbie... I'm curious how FirstEdge mis-recorded the payment in your attempt at this. When I do this, none of my reports seem to show a credit to this (unpaid) invoice. How did you find the bookkeeping error?