Can I charge a percentage of an invoice as a fuel surcharge or other charge?

Sage 50 does not have the ability to calculate a percentage of an invoice as a line item on the invoice itself. If the amount needs to show in the body of the printed or emailed invoice you must calculate the percentage manually and type it in.

As a workaround, It is possible to create a taxable tax in the sales tax settings that will calculate a percentage of the invoice. See DocLink: How do I set up sales taxes? for details on how to setup a new sales tax.

1. Go to setup, settings, company, sales taxes, taxes.
2. In the first empty row of the Tax column, enter the name of the charge. For example "Fuel Surcharge".
3. The tax ID can be left blank.
4. Exempt from this tax should be No.
5. Is this tax taxable should be Yes. Make sure to tick the appropriate taxes in the pop up window.
6. Link an account to track tax paid on purchases and and account to track tax charged on sales. See How do I create a new account in my Chart of Accounts? to create a new account if necessary. Note that only an asset account or liability account can be linked. A general journal entry may need to be created to move the amount to another account.
7. Click OK to save the changes.
8. Go to setup, settings, company, Sales Taxes, Tax Codes.
9. In the first empty row of the Code column, enter a new Code. Note that only one or two characters can be used for the code.
10. Double click on the new code or click the magnifying glass in the Code field for the new code to open the tax code details screen.
11. In the tax code details screen, select the taxable tax you created. The status should be taxable.
12. Enter the percentage rate in the rate column.
13. Select included in price no.
14. Select is refundable yes.
15. Add additional lines for each other tax that needs to be calculated by this sales tax code.
16. Click OK to save the changes.
17. Use the new tax code on the invoices you would like to charge the percentage based charge on.

Note: Consult an accountant to confirm this workaround is making the correct entries.