Creating a Customized Invoice Form
Creating a Customized Invoice Form Grading Rubric

Word 2010 has multitude of Form Content Controls which enables user to instantly create a simple form for taking; input from others, distributing it as e-survey, making a questionnaire, etc. From available Form Controls list, you can insert checkboxes, drop-down lists, combo boxes, text panes & labels to create an intriguing user entry form without using any designated tool.

Create a Form Template

Open Microsoft Word 2010.

Click File and then New then My templates.

My Templates

Click Blank Document and Template in the Create New section at the bottom right corner of the dialog box.

New Template

Click OK or press Enter. Save the document with the name Invoice Form.

Form controls are bundled under Developer tab, which is by default hidden. To make it apparent, head over to File menu, click Options.

Options

Enable Developer Tab

From in left pane click Customize Ribbon, and from right pane enable Developer check-box. Click OK to to see Developer tab on the ribbon

Developer

Draw Out Table

You will draw out your form using the Draw Table feature. With the Insert tab selected click Table then Draw Table.

Draw Table

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 below.

Invoice Drawn Ourt

Insert Your Logo

In the top section of the document insert your logo. Resize it to your liking.

Your form should now look like this:

Logo Inserted

Add Address

Place your cursor under the logo. At the document screen, make sure the default font is 12-point Times New Roman Font. Type in the address as shown below but with your fictitious address information. Add both phone and fax numbers along with a web address. Address, phone numbers, and e-mail address appear single spaced.

Address

Text Form Fields

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 step:

With the Developer tab selected insert a Rich Text Control Content adjacent to Account Number. With your cursor after the text Account Number click the rich text control button.

Rich Text Control

Your document should now look like this.

Rich Text Form Field

Press the enter key twice more then key Invoice Number: and insert the Rich Text Control Field as you did in the previous step. Your document should now look like this:

Invoice Number Added

Press the enter key once, key in Date:, press the spacebar once, and insert a Text Control Field, Different from the Rich Text Control Field by completing the following steps:

With your cursor after the colon following the text Date click the Legacy Tools then select the Text Control Field. This is different than the Rich Text Control Fields you entered above.

Legacy Tools Text Field

Notice the difference in how the field is shown on the page.

Date Inserted

With the date field still selected click Properties in the Controls sections to open the Text Form Field Options. For Type choose Current Date and choose a Date format m/d/yyyy. Click OK to set the field options for the date field.

Format Date Field

Your document should now look like this:

Date Entered

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.)

Insert the following text data in the rows as shown below. Center align the text in the cell.

Header Text

Insert three rows of form fields in each column.

Add Three Date Form Fields

For the date column you will use the Date form field you used above but you do not want to format it to current date. You want to be able to place any date in the column. Place your cursor in the row under the column header Date.

Click the Legacy Tools then select the Text Control Field.

Legacy Tools Text Field

With the date field still selected in the Text Form Field Properties Date as the Type and choose a Date format m/d/yyyy.

Insert Date

Press the right arrow key to deselect the field and move the insertion point to the right side of the field. Press the Enter key to place your cursor double spaced on the line below. Insert another date field below the one you inserted above. Repeat this step one more time so that you have three date fields entered in the date column. Make sure you format all three with the Type and Date format shown above.

Your document should now look like this:

Date Inserted

Add Three Item Description Form Fields

Under the Item Description Heading insert a Text form field formatted in the Properties Text Form Field Options as Regular Text. Make sure the you leave Maximum length set to Unlimited.

Regular Text

Repeat this two more times and remember to format the text fields as regular text. Your document table should now look like this:

Item Description

Add Three Cost Form Fields

Position the cursor in the Cost column. Insert a Text form field formatted in the Properties Text Form Field Type as Number.

From the Format Number list, choose the currency setting, $#,##0.00;($#,##0.00).

This time add a Field settings Bookmart. Place your cursor in the Bookmart text box and type Price_1.

Click OK.

Number Format

Again repeat these steps two more time so that you have three cost fields in the document. In the second field you will name the Bookmart Price_2. Make sure you choose Number as type and $#,##0.00;($#,##0.00) as your number format.

Bookmark 2

In the third field you will name the Bookmart Price_3 with the same options used in the previous two steps.

Bookmark 3

Add Three Quantity Form Fields

Position the cursor in the Quantity column. Insert a Text form field formatted in the Properties Text Form Field Options with Number as type, number format set to 0, bookmark named Quanity_1, and Calculate on Exit checked..

Quantity

Repeat this two more times. In the second form field formatted in the Properties Text Form Field Options with Number as type, number format set to 0, bookmark named Quanity_2, and Calculate on Exit checked.

Quantity

In the third form field formatted in the Properties Text Form Field Options with Number as type, number format set to 0, bookmark named Quanity_3, and Calculate on Exit checked.

Bookmark

Add Three Total Price Form Fields

Position the cursor in the Total Price Column. Insert a Text form field formatted in the Properties Text Form Field Options as Calculation.

In the Expression text box type Price_1 * Quantity_1. Do not erase the = sign.

From the Format Number list, choose the currency setting, $#,##0.00;($#,##0.00).

Place your cursor in the Bookmart text box and type Total_1.

Click OK.

Total Price

Repeat this two more times. In the second form field type is set to Calculation, expression as =Price_2 * Quantity_2, number format set to $#,##0.00;($#,##0.00), and bookmark named Total_2.

Total Price

In the third form field type is set to Calculation, expression as =Price_3 * Quantity_3, number format set to $#,##0.00;($#,##0.00), and bookmark named Total_3.

Total Price

Your invoice should now look like this:

Form

Protect the Document

Before you use the document, you should protect is so that users can't inadvertently alter (mess up) your form. To do this, with the Developer tag selected click Restrict Editing.

Restrict Editing

The Restrict Formatting and Editing panel will open on the right side of the document window. At step 2 select Filling in forms then at step 3 click Yes, Start Enforcing Protection.

Restrict Editing

You will then be prompted to enter a password. Type in the word lock two times.

Enter Password

Now if you try to type anywhere in the form other than the fields you will not be able to. If for some reason you need to go back and change something in the form simply click the Stop Protection button located at the bottom of the Restrict Formatting and Editing panel .

Stop Protecting

Re-enter your password lock to unlock the form.

Resave the document with the name Invoice Form.

Enter Data into Form

With the Invoice Form document open rename it Filled In Invoice Form. This will create another copy of the Invoice Form. In this document you will enter fictitious information on three sales you made at your store. Remember the information should reflect items you would be selling in your store.

Form Filled In

Creating Business Documents in Microsoft 2010