Here we want to add a surcharge of 1% to every invoice created.
SOLUTION
It can be done by creating a markup item and add ‘subtotal’ and ‘markup’ item created to every invoice using a workflow.
List>Accounting>Item>New
Select Markup item
Give item name and in the rate field add 1% add a tax schedule for the item and save.
Then go to Customization>Workflows>New
Give name and Id for the workflow in the field Record Types select ‘Transactions’ and in subtypes select ‘Invoice’ save
click on the state ADD NEW ACTION>Create Line
Trigger Before Record Submit
Sublist- Item
Position- After Last Line
Field-Item(Line)
selection- Subtotal
save
similarly add Markup item too in the sublist.
Here subtotal will calculate the total of all amounts in that invoice and markup item will calculate the 1% of the subtotal and sent that amount to the account selected during the creation of markup item.