Streamline Your Invoicing with Invoice Forms PDF for Planning

Invoice forms pdf for Planning

hey it's aurelius hope you're doing well in this video you'll learn how to make a fillable pdf form like this example worksheet your students customers or clients can enter text directly there's even an option to add check boxes and a drop down menu and the best part about all this is that you only need two tools and they are completely free to use so without further ado let me show you how to do this all right so the very first step you're going to want to take is to create your actual form or worksheet and the best tool to use to actually create it and design it is none other than canva so if you don't have a camera account yet look in the description box below there's a link to a 30 day trial of canva pro however you do not need a kava pro account once you've signed up simply head to your home page and we are going to create our form head over to creator design and the size that you want is the typical us letter or a4 document so i can simply search for a4 document and there it is from here it's a matter of designing your form if you want something simple start off from scratch otherwise you can select from one of these templates if you head over to templates and search for some of these worksheets if you search for form you'll see some form templates alternatively you can also search for worksheets which will bring up some relevant worksheet templates i've already designed mine as you can see right here there's also this template that i found when i search for worksheet this is the one that i selected so you could very well start from one of these templates or start from scratch in my case all i did was i entered the questions or the prompts these shaded areas that you see you don't necessarily need to add because using the next tool we'll be adding things like that all right once you've created your form or worksheet head over to share and then we are going to click on download from here you want to select pdf standard select the pages that you want to save i'll just select the first page click done and click on download once you've downloaded your file head over to a website called doc fly and this is the magic tool that'll turn your pdf file into a fillable pdf file you do not need to sign up all you need to do is simply drag and drop your file so here's mine i'm going to drag and drop it right here once uploaded you'll see your pdf file right away like so we are in the editor mode so what you're going to want to do is go to the form creator mode this is where you can start adding those fillable fields a little side note your file will stay on doc flyers server for 24 hours if you do want to upgrade and export more than three forms then you are going to want to upgrade but let's now go ahead and add our fields the first type of field is a text field so this is where you can add kind of one line of text or if there's more than one line then you want to select paragraph field so based on this first prompt colors a text field is all we need and you simply click it and you'll see this purple area simply drop where you want it don't worry about adjusting it because now you can do it you can see you can adjust how large how wide you want it even how high you want it to so you can make it like so but that's a bit too much so let's resize it around there to check to see how it looks you can simply type anything you want and that's how it's going to look you can also change the actual text color right here let's say when someone inputs some text it'll end up being black or blue you can change it and adjust it right there there's also an option to change the background color of the field by looking at the right you'll see background color we'll click that once and let's say we want a yellow color and that's how it's going to look like once they start importing some text another example i want to show you is adding check boxes if you look at the top you'll see check box filled click that once and click where you want that check box to go roughly because you can always move it anyway and if i click once you'll see the check mark right there again you can change the color of the check mark by going here now it's red and even changing the actual symbol so if you do not want a check mark you can select cross or square whichever you want you can enter some text in doc fly however i recommend doing it when you're in canva designing your formal worksheet but let's say you forgot to add something you can simply head over to text and we are going to click ok and start adding some text so let's say right here we'll put in casual for the first option and we can move it as well and that's how you do it simply rinse and repeat however many boxes you want and that there is the check box field let's move on to another example the drop down field again simply click on drop down field click where you want it and this time on the right you'll need to add some choices i'll add a few here all right i've added some options as you can see what you can also do is sort the choices allow custom choice as well so in the drop down you can see the choices that we've added otherwise the person filling in the form can start typing the options so this is an example so go ahead and add your fillable fields and once you're done we are going to click on save and only after you've clicked on save you'll see the export options so from here we can click on export you want to click on download and once downloaded you've got your fillable version you can then send that or share it to your students customers or clients and again here's one i prepared earlier where we can start typing and entering the fields checking the boxes as you can see or selecting from one of these options right here and as simple as that you too can quickly and easily create fillable pdf forms if this video was helpful by all means give this video a quick thumbs up and i'll leave up a couple of relevant videos for you to watch next in the meantime do take care and i'll see you in the next one [Music] you