Creating a Customized Invoice Form
Lesson Plan
Grading Rubric

Create a fill-in form for your company like the example listed here. Use your company's name and address on the form. Use the table feature to create an Invoice for a customer by completing the following steps:

• Open Microsoft Word.
• Click File and then New.
  
• At the new dialog box with the General tab selected, make sure blank Document is selected in the list box.
  
• Click Template in the Create New section at the bottom right corner of the dialog box.

• Click OK or press Enter.
  
• At the document screen, make sure the default font is 12-point Times New Roman (If not, display the font dialog box, change the size to 12, and then click the Default button. At the question asking if you want to change the default font, click Yes.)
  
• Display the Forms toolbar (View-Toolbars-Form).

• Click the Draw Table button on the Forms toolbar (the one that displays a pencil icon).
  
• Drag while holding down the left mouse button to create the table.
  
• Continue drawing table lines until you have a form that looks similar to the example above. Also, a blank invoice is shown below to show how the table should look when you complete it.

• Key in the company name and address information in the top of the form. Apply the font face, size, and style you want. Also, include you company logo to give it a more professional look.
  
• Press the enter key twice, then type in Account Number:. After keying the colon, press the spacebar once, and then insert a form field where the account number will be keyed by completing the following steps:
  
  • At the Forms toolbar, click the Text Form Field button. (The form field displays as a shaded area in the document screen.)
    
• Press the enter key twice more then key Invoice Number: and insert the Text Form Field as you did in the previous step.
  
• Press the enter key once, key in Date:, press the spacebar once, and insert then insert a Text Form Field that inserts the current date by completing the following steps:
  
  • Click the Text Form Field button on the Forms toolbar.
    
  • Click the Form Field Options button on the Forms toolbar.
    
  • At the Text Form Field Options dialog box, click the down-pointing triangle at the right side of the type text box, and then click Current date at the drop-down list.
    
  • Click OK or press Enter to close the Text Form Field Options dialog box.
    
• Press the right arrow key to deselect the field and move the insertion point to the right side of the field. (You can also position the mouse pointer immediately right of the field and then click the left mouse button.)
  
• Change the text alignment to Align Center for specific cells by completing the following steps:
  
  • Select the cells that will contain the text Date, Description, Amount, and Ref # by holding down your left mouse and dragging over the cells.
  • Open the Tables and Borders Toolbar (View>Toolbars>Tables and Borders).

  

  • Click the down-pointing triangle at the right side of the Align Top Left button on the Tables and Borders Toolbar.
    
  • At the drop-down palette of choices, click align Center (second option from the left in the second row).

  
  

  • Turn off the display of the Tables and Borders toolbar.
    
• Key the text in the cells as shown in the example shown here.
  
• To insert the three text form fields in the Date column, insert the first text form field and then press the Enter key. This moves the insertion point down to the next line within the cell. Continue in this manner until all three text form fields are inserted. Complete similar steps for the three text form fields in the Description, amount, and Ref # columns.)
  
• After the form is completed, protect the document by clicking the Protect Form button on the Forms toolbar.

• Horizontally center the table.
  
• Spell check and proofread the blank form.
  
• Save your document with the name Invoice Form.
• Input a customer who purchases at least three items your company carries following the directions below.
  • Open Invoice Form in Word.
  • Click in the Account Number text form field and key in a fictitious number.
  • Click in the Invoice Number text form field and key in a fictitious number.
  • The current date should already appear in the Date text form field box.
  • Finish inserting information in the fields at the bottom of the form. Include three products from your company on the invoice form.
  • Save this form with the name Customer Invoice.
• Proofread and spell check you document. Have you teacher check it over, then print it out for your portfolio. Make sure you have your teacher fill in your grade for this project on you Grading Rubric.