For example, don't turn the 'INVOICE' word into a field, but the invoice number will have to be something that you or your team can change! So make sure that invoice number is a form field. Remember that the fields you keep should be the ones that change on each invoice, just like a template.
You can select the sample invoice you had previously prepared, or even choose a scan of an invoice to serve as the background of your invoice template.Īcrobat will start analyzing the document or image that you selected and suggest some form fields for you, based on the contents of this sample.Īfter seeing the suggested form fields given by Acrobat, you can choose to keep these fields, add your own, or even remove some if you feel you don't need these. Once Acrobat is open, click on the Tools menu and select Prepare Form to start your new template. This will serve as the basis of your PDF invoice template.
Make a sample invoice using your preferred word processor such as Word. You should start with a ready document for your invoice. Creating a PDF invoice template – or for any use, like simple bills or orders – is simple, but you will need software to edit an PDF file, such as Adobe Acrobat.
