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Proforma invoice format word for HR

some of my viewers have had a question on how they can create a form that will do calculations so today i'm going to show you how to create a form field using microsoft word and legacy tool form fields that will that will perform simple calculations you can use this for different things for example if you're creating an offer worksheet if you know how to type out the math equation you can use this feature today to keep it simple we are going to do an invoice all right this is our invoice and you'll notice that we have the price quantity tax subtotal and total the price quantity and tax are going to be static fields that we're going to enter in and then the subtotal and total are going to be the calculating form fields up here i have the equations typed out just so that you can see them and so that we can copy and paste those when we do those when we set up those calculations we'll of course delete that off of our final version of our invoice all right the first thing we're going to do is put our cursor where we want the first form field inserted and come up to our developer tab and if you don't have your developer tab enabled be sure and check out the playlist on my channel for creating fillable forms we're going to come up to the developer tab select legacy tools and insert a plain text form field i'm going to select that and copy and paste it down we're just going to hit ctrl c and then ctrl v to paste that down into each row of our invoice now what i'm going to do is select the first form field which is price and come up here to properties and in the type i'm going to select number and in the format i'm going to select currency then down here i'm going to bookmark that and label it price and i'm going to select calculate on exit and click ok now in quantity i can right click and select properties as well or come up here we're going to select the number again and this is the number format we're just going to select zero and then we're going to bookmark and call this quantity and we're going to say calculate on exit and click ok now for the tax we can double click to open it as well to open up the properties box we can select that it's a number and the number format is going to be a percent so we'll come down here to percent and then we're going to bookmark that and call it tax now if you had a standard tax value that was going to be the same every time you could type it up here you would type .07 for seven percent as an example we're going to calculate on exit and click ok now for our calculating form fields we're going to open the properties on the subtotal now we know it's going to be a number however what we want to select under the type is calculation once we do that we have an expression up here that has an equal sign and we can start typing our math equation right after that equals sign so we're going to say this is the price times the quantity and then the number format we're going to select currency and down here we'll bookmark and call that one subtotal and click ok all right now let's set up the equation for our um our grand total down here what i want to do is copy and paste this uh this equation here for you so we'll copy it hit ctrl c now we'll open our properties back up select calculation and now we're going to paste that math equation there and the reason that i've typed it out you know basically the total is going to be the subtotal plus tax however in word when you're using the form fields you don't want to create a calculation form field that within that equation includes another calculated field so therefore we have to type it out again the price times quantity we can't just put subtotal so that's why we type out the long version of the equation the number format we're going to say currency we'll bookmark and call this one total and click ok all right now let's go up and restrict editing on our form we're going to check box number two with the drop down filling in forms and say yes start enforcing protection we won't need to put a password since we're just testing our form for price we'll put 250 hit tab you notice that uh the dollar format pops up because we've programmed it for that currency format we'll say quantity of two hit tab and now we can enter in our tax rate so maybe we'll put .07 for a seven percent tax and when we hit tab you'll notice that the subtotal has subtotaled and the grand total is our subtotal plus tax if you found this video helpful be sure and give it a thumbs up to like it you can subscribe to my channel and click the bell to receive a notification every time i post a new video visit my website sharonsmithhr.com if you have any questions be sure and leave them in the comments section below thanks so much for watching and i will see you next time