Calculating Form Fields - Create a Calculating Invoice in Word

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Calculating Form Fields - Create a Calculating Invoice in Word

Рет қаралды 54,089

4 жыл бұрын

CALCULATING FORM FIELDS - CREATE A CALCULATING INVOICE IN WORD // Whether you need to create an invoice or an offer worksheet, you can perform simple calculations automatically in Word using legacy tools plain text form fields in your document. No macros, just setting up the properties of the form fields appropriately to perform calculations. Watch this video to learn how to do this quickly and easily. Once you see how to do this, you can turn any Word invoice template into an automatically calculating document by inserting form fields and modifying their properties. Remember to work out your math equations up front and that will make it easier to set up your form fields and create your document.
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KEYWORDS: #MSWord, #FillableForms, calculating form fields, microsoft word tutorial, create a calculating invoice in word, how to make an invoice that calculates in Word, how to create and automatically calculate fields in Word, create an invoice in word, How to auto calculate in word, how to make a form calculation, word calculation forms, Sharon Smith HR, @SharonSmithHR, #1KCreator
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Пікірлер: 91

@alielsheikh8091 3 жыл бұрын

I was just looking for this and i knew it would be available at your channel; thanks Sharon.

@surjies100 Жыл бұрын

Thank Sharon, this tutorial is exactly what Im longing for. Very clear tutorial too.

@SharonSmith Жыл бұрын

Glad you found it helpful! Thanks for watching!

@ForeverSongMinistries 2 жыл бұрын

Sharon, I came across your page looking how to make dependent fillable forms. I didn't know what they were called and googled and was frustrated, because I kept being led to websites to create forms. So thank you for giving words and language to the ideas that I have in my mind. You have been a tremendous help to my company. With the roll out of Good faith estimates, with your help I was able to create a form with dependent drop boxes that would auto populate the information needed to fill the form, created autocalculations for amounts thus making the form very easy to use and keeps us from using calculators and multiple windows to complete the form. I cannot thank you enough.

@SharonSmith 2 жыл бұрын

Oh, thank you so much for your very kind words and for taking time to leave such a nice comment! I am so glad you found my videos and that they helped you and your organization. I do try to write descriptions so people can find my videos. It is hard to know what to search for sometimes, and I know how that feels, so I try to make it so people who are looking for how to do something can hopefully find my videos, and that they help them with what they are trying to do. I'm proud of you for creating a great resource for your company and I wish you the best of luck. Thanks for watching my videos!

@krishanjohnson2222 3 жыл бұрын

Thank you so much. I have watched this whole playlist and learned a lot. The way you explain it step by step is just amazing and so easy to understand.

@SharonSmith 3 жыл бұрын

Oh, thank you very much Johnson! I appreciate your kind words and very glad to hear you have learned a lot from my videos. Thank you so much for watching! Take care!

@christianbowen2531 3 жыл бұрын

Hi Sharon - You did an outstanding job on this video! Your planning and execution were flawless. Your instructions were easy to follow and straight-forward. Your stage and delivery were awesome. The only potential enhancement I could see was to move the sub-total field above the tax field to slightly improve usability of the form. Thank you for helping me!

@SharonSmith 3 жыл бұрын

Hi Christian! Thank you so much, I really appreciate your feedback and kind words. Great tip on the layout of the invoice fields as that would improve it! Thanks for watching my videos and taking time to leave a comment. Take care!

@edwardmarkberino5106 2 жыл бұрын

Thank you.!

@katestan7002 4 жыл бұрын

Sharon, you are awesome! I like this video. Thanks!!!

@SharonSmith 4 жыл бұрын

Thank you so much Kate!! Thanks for watching and taking time to leave a comment. I really appreciate it. Best of luck to you!

@yiacarter4780 4 жыл бұрын

Thank you!!!

@SharonSmith 4 жыл бұрын

You are very welcome!

@sdash1057 3 жыл бұрын

Thank you

@user-ng8rl3jb1i 6 күн бұрын

Seems usefull, ill try it

@SharonSmith 6 күн бұрын

Glad to help! Thanks for watching my videos. I appreciate it!

@anitanooknaidu9861 2 жыл бұрын

wow.--nice...!! Really Helpful

@SharonSmith 2 жыл бұрын

Glad you found it helpful! Thanks for watching!

@maddumabandaragechandana9786 8 ай бұрын

Hi, Love your vedios and you as well!

@SharonSmith 8 ай бұрын

Thanks so much for watching my videos!

@ModernPindawale 4 жыл бұрын

Very helpful and easy to understand 👍😊

@SharonSmith 4 жыл бұрын

Great! Glad you found it helpful and easy to follow. Thanks for watching!

@sophanasorn6218 Жыл бұрын

Love the way you teach😍

@SharonSmith Жыл бұрын

Glad you found it helpful! Thanks for watching!

@samwest314 6 ай бұрын

Thank you for this, it's quite informative. Here's my issue with the way you do tax, that's not normal on a regular invoice. What should be there is the actual tax amount in currency. No one seems to be able to do that.

@ahrihr3523 4 жыл бұрын

Thank you thank you thank you! Again, just so there is no misunderstanding..... THANK YOU!

@SharonSmith 4 жыл бұрын

You are very welcome! Glad you found my videos helpful. Thanks so much for watching!

@dominikfingerle8124 2 жыл бұрын

Love your videos. They’re super helpful! Is there a way to hide certain parts of a document via smth like a button? I have a document that is printed twice. One version is for the customer and the other has a bit more content (like "send to: accounting" etc.) I’d like to print the client version, press a button to reveal the additional info and then print that version. Is there a way to achieve that?

@Abu.Youssef.66 Жыл бұрын

Hi Sharon How to remove the shading under the numbers in the table? Thank you

@indranilkarchowdhury9314 3 жыл бұрын

Thanks for such a nice video. I would like to know why u have not checked the option "calculate on exit" In the last two form fields, the total and subtotal? Also would like to know if excel functions and formulas are applicable here or not? Also please come up with some tutorials of linking or capturing data from excel file to ms Word.

@danielius6448 3 жыл бұрын

Hey Sharon, you helped me so much with your Videos. I hope you can awnser a specific question, I couldn´t find anything on google. I want to do a calculating form field but with one cell being a dropdown. Is it possible to have words in the dropdown like "big tax", "little tax" for your example with with a value in the background for the calculation. I would greatly apriciate it if you can tell me if this is even possible.

@ladiemay0529 2 жыл бұрын

Your video is very helpful, Sharon. Thanks a lot. I just wanted to ask how we enable the currency option? Unfortunately, it is not available at my end. Maybe I need to enable something or something to do with my language used? Please advise. I'll greatly appreciate it. Thanks again.

@AslamCheval 3 жыл бұрын

Thank you, Sharon, for the amazing step by step video. could you create a video showing how to create an invoice similar to this but having multiple items. Thank you

@SharonSmith 3 жыл бұрын

Hello Aslam! Thanks for watching! I'll be sure to add your suggestion to my list of future video topics. Take care!

@idakottmeier2822 Ай бұрын

@@SharonSmith Please do this. I am having the same issue. I want to add multiple items prices and then tax.

@TheBearNakedBull 2 жыл бұрын

@sharon smith Nice explanation. I have a question. How do you create a form whereby if someone checks a box, that it assigns this a certain value (5% for example) as a discount to services being provided. Then I would like to sum the total of those services that have checks and summed a total discount

@nedabenitez2211 3 жыл бұрын

Thank you for the tips & tricks! Which version of Microsoft Word are you using?

@SharonSmith 3 жыл бұрын

Hi Neda! I use Office 365 so it runs the latest version of MS Word on my PC. If you have a different version, you may find things look a bit different. I'm glad you found my videos helpful! Thanks for watching!

@somewhereupthere 3 жыл бұрын

💓

@jciii5589 Жыл бұрын

Great videos. Need your help creating a word doc that auto calculates. How can I send the form I created to you?

@tausifrahman8928 4 жыл бұрын

Thank you. Excellent explanation. Watched as per your recommendation. You recommended in your reply to one of my queries to use Legacy tools for calculations as content controls do not have such provision. I will. But, I use content controls because they are aesthetically better ( no mandatory grey background !) and moreover, we can jump from one field to the other with the tab button, which is useful when filling a form. Please correct me if I am wrong. Thanks once again

@SharonSmith 4 жыл бұрын

Hi Tausif! You should be able to tab through the form fields using all legacy tools as well. There is a way to turn off the grey shading on the legacy tool form fields, you can see how to do this towards the end of this video: kzfaq.info/get/bejne/rMeXqrNmr9naZ58.html I hope this helps! Thanks!

@tausifrahman8928 4 жыл бұрын

@@SharonSmith Thank you. Another problem solved. However, as far as that Tab jumping to next field is concerned, if you press tab in legacy tool controls you can jump to next field alright. But if you start typing in any text field of legacy tools and then press Tab then it keeps on moving forward in the active field and does not go to the next field. This is not the case in content controls

@mussieTil 3 жыл бұрын

I was wandering if you can show how to do invoice number increments.? Thanks for this awesome video.

@SharonSmith 3 жыл бұрын

So glad you found my video helpful! Great suggestion - I will work on this. Thanks so much for watching!

@mr.righttv9653 Жыл бұрын

Hi Miss Sharon! i a big fan of yours! can you please teach me how to calculate the age via date? thank you very much!

@lavita2011 2 жыл бұрын

Hi, I love the calculation on MS Word. Can explain step by step how To Apply A Button To Clear Specific word in MS Word to be reused over and over again without saving it, same feature function on excel spreadsheet . Thanks

@jkuntz667 3 жыл бұрын

Hi, Great video. Thank you. I also liked the video. I do have a question. I am trying to create a order form where the unit price is known, the quantity is not. I give the quantity field a bookmark. I set the unit price to Number, Default number 1085 and format to currency and I set a bookmark. In the subtotal field I choose calculation, set the format to currency. The equation is =aioqty*aioup and I have tried =aioqty*1085. The result is always $1.00 or nothing. Any thoughts on where I am going wrong? Thank you.

@XiphiumGladiolus 3 жыл бұрын

Thanks, Sarah! I need to calculate age from [birthday] dropdown list. is it possible? if no, any alternatives? thank you so much!

@SharonSmith 3 жыл бұрын

Hi Gladys! You may want to consider designing your form in Excel so you can create this formula. Here is a video on how to create fillable forms in Excel, it will show you how to create a drop down: kzfaq.info/get/bejne/lc1na5lktdCynqc.html Then, here is a video that includes how to calculate number of years (age) from a date: kzfaq.info/get/bejne/lZmpesqQ3synqqM.html Hope these videos help you out. Thanks for watching!

@markdevine9371 Жыл бұрын

Hi, is there other way to trigger the calculation function other than Tab ?

@kylebialick2012 4 жыл бұрын

Can you do this with drop down form fields as well so that you can force a select few numbers or just text fields

@SharonSmith 4 жыл бұрын

Hi Kyle! You can use a drop-down form field with answer options that you enter (such as in a number or currency format) however drop-downs don't have the calculation options in their properties. Hope this helps! Thanks so much for watching!

@serriayers6662 3 жыл бұрын

Thank you for all your video's - very very helpful! After I put in the first name in the bookmark section it will not take any other. A box pops up and says the bookmark is not valid?? Please help!

@SharonSmith 3 жыл бұрын

Hi Serri! Thanks for watching my videos. When you create bookmarks in Word, here are a few things to note: 1) Bookmark names need to begin with a letter. 2) They can include both numbers and letters, but not spaces. So, if you need to separate words, you can use an underscore ( _ )-for example: First_Name. I hope this helps! Thanks again for watching!

@vicg4178 10 ай бұрын

Hi Sharon - thanks for this video! I have a question. I am trying to get the field to show precision to 4 decimals to show fractions of a cent for example: $0.4658 - However, Word is rounding to two decimals leaving the last two at zero - for example: $0.4700 is there a way to prevent the round and display 4 past the decimal?

@raj2016 2 жыл бұрын

Hi could you please explain that filed in table are in sync do we have to select exact filed header??

@raj2016 2 жыл бұрын

I wanted to calculate tax over one line item and sum the same.

@manideepak6820 3 жыл бұрын

Mam can I maintain invoice register in excel (export word data to excel) when number of invoices are there in ms word

@julien6123 2 жыл бұрын

I have completed this on a form. It is giving me one issue and that is when I try to have my total field repeat in other areas of the form. I have used information from another one of your videos to do this. I have the form calculating 5 fields...adding them together. The total is reflected correctly in the Total field, but the areas where it is repeating is only showing calculations for the first 4 fields. So the total is incorrect. Oddly, when I enter the backstage view and then come back to the document, the total in the repeating areas has been corrected to show the complete total of all 5 areas. Why is it only updating after moving in and out of backstage. Is there some other way to refresh the document to show the correct total? This is for my boss and it is weird to have to convince him that the total will be correct after he goes back and forth to the backstage. By the way, your videos are the best. I enjoy them all.

@farestahamohamed835 4 жыл бұрын

Nice Nice Nice

@SharonSmith 4 жыл бұрын

Thank you so much!! 😀

@alemendez3966 3 жыл бұрын

How can one make the word to calculate to the nearest tenth. Example $11,860.45 at 90% should equal $10,674.41, but it keeps give me $10,674.40. how can I fix these issues in a fillable form.

@anitanooknaidu9861 2 жыл бұрын

what if the text fill(static fields) is in list drop down? i tried but it is not calculating

@user-xt1lw2qg4d 3 жыл бұрын

There is a problem in the subtraction process, (=Total - another field) How can it be?

@ModernPindawale 4 жыл бұрын

Mam one tutorial on customize capture various visitor details word form. How I customize

@marykearney4479 3 жыл бұрын

I'm trying to create a basic budget type form with multiple subtotals but cannot get any formula to work for the final total of all the subtitles. It's all addition. Please help.

@SharonSmith 3 жыл бұрын

Hi Mary! There is a limitation in MS Word that you can't create a calculated form field with an expression that has other calculated form fields in the equation. You have to create the equation in the grand total to add all the bookmarked fields you want to be included (and not the subtotaled fields that contain another calculation). I hope this fixes your issue. Thanks for watching!

@ModernPindawale 4 жыл бұрын

Mam I have request you for tutorial kdp formatting for children book. If you start tutorial on ebooks Like manuscript and children book formatting

@ian-abq 2 жыл бұрын

Help please!! If I want to subtract days to a date? How can I do it?

@SharonSmith 2 жыл бұрын

Hi Ian! Depending on what you need to do, you may want to consider creating your form in Excel instead of Word. You can easily set up formulas to subtract dates in excel (or number of days from a date) since Excel stores dates as sequential serial numbers. Here are two videos that may help. First, how to create forms in Excel: kzfaq.info/get/bejne/lc1na5lktdCynqc.html and then how to subtract dates in Excel: kzfaq.info/get/bejne/b6mJZNCJ3pexgI0.html Thanks for watching!

@Aaron_Lesse Жыл бұрын

How can I export this Word document to a PDF while preserving the fillable (and calculable) form fields?

@SharonSmith Жыл бұрын

Hi Aaron, unfortunately you are not able to save a Word form as a PDF and preserve the form field functionality. You users would need to be able to open the form in Word. However, if you save it as a PDF, you can then import that into a PDF editor and create the PDF as a fillable form. If you have access to Adobe Acrobat, here is a video that shows how you can do this and how you can re-create calculating form fields: kzfaq.info/get/bejne/Y71pqKmasLK8kXk.html If you don't have a license to Adobe Acrobat, there are other PDF editor options out there you may be able to use. I hope this helps! Thanks for watching!

@Aaron_Lesse Жыл бұрын

@@SharonSmith thanks for your response, and the information!

@a007fan 2 жыл бұрын

Hi Sharon - great videos you offer. I tried creating a calculated field for the age of a patient based on today's date (which appears in the form as a named form field) and his/her birthday (another named form field). On the age field I typed formula: =Date_Today - Date_Birth. The result though is always 0. I can't figure what I did wrong...

@Michelle.Engstrom 2 жыл бұрын

Did you ever figure out the issue? I have had the same issue!

@a007fan 2 жыл бұрын

@@Michelle.Engstrom sorry but no. I tried many options and nothing worked. And got no reply whatsoever from Sharon which is kind of lame. If you ever figure it out I’d be happy if you could share that with me. Tnx.

@fotograf121 2 жыл бұрын

Great thanks. Just verify that Word is anchient compared to pages in many aspects with forms. Yes including excel sheets is possible but it is just a terrible integration. Its a shame that they haven't made it better

@julien6123 2 жыл бұрын

Why do the fields remain grey after entering the information?

@SharonSmith 2 жыл бұрын

Hi Julie, you can turn off the gray shading of the form fields. The second part of this short video shows you how to do that. Hope this helps! kzfaq.info/get/bejne/rMeXqrNmr9naZ58.html Thanks for watching!

@mdabdulkaium293 2 жыл бұрын

sister i am a new in skill of computer knowledge

@jonnyconnoro Жыл бұрын

How do I change the currency to GBP?

@SharonSmith Жыл бұрын

I believe you may need to change your Windows default currency setting, and I'm not sure if you want to do that. You would start typing Currency in your Windows search field and select "Change the way currency is displayed" and this would only change the symbol available. Hope this helps! Thanks for watching!

@turtlebobprod 2 жыл бұрын

Not sure why but this is not working for me. I've tried several times but nothing calculates. :-(

@westernapache1700 3 жыл бұрын

Usually subtotal would be placed above tax.

@SharonSmith 3 жыл бұрын

Agreed! Thanks for watching!

@markk364 2 жыл бұрын

DOES NOT WORK WITH WORD 365 - which now uses Content Controls --- which requires lots and lots of VBA to do what Legacy Controls once did via the "Properties" drop down. Progress hurts when you use MS.