Editable Invoice

[ragnar85]

Hello everyone, im starting as a freelance designer and I have received an enquiry from a customer to made an invoice with some design. I am working with Indesign but i dont know how to export it for the customer to edit it without indesign.

I need a document that has editable data (name of product, quantity, cost, etc) and that the numbers sum up automatically.

Can I export from Indesign to Excel or Word with auto-calculate feature?

Thanks!

 

[hankscorpio]

https://helpx.adobe.com/indesign/using/forms.html

https://acrobatusers.com/tutorials/print/how-to-do-not-so-simple-form-calculations


You can create editable forms in InDesign, that lets users insert text.
You can then use Acrobat Pro to allow it to do the calculations right in the PDF itself.

 

[ragnar85]

Thanks for your reply hankscorpio (CEO of Globex Corp).

So i can make the design in Indesign and then export to PDF and add the calculator in Acrobat?

The client needs to also have adobe pro, I guess...

 

[hankscorpio]

You make the design in InDesign.

InDesign can add all the form fields (providing you have a later version of InDesign with this feature)

If you don't have an InDesign version with this feature you can design as normal and export to PDF.

You - in acrobat pro - then add the form fields and the calculator.

You then make it available for all versions of Adobe Reader

1. File > Save As Other > Reader Extended PDF > Enable More Tools (Includes Form Fill-in & Save).

Then the person who wants to use the form and insert the data into the forms - and the form will calculate automagically.

 

[ragnar85]

My version of indesign is CC 2015, I´ll give a try later in the morning.

Thanks for your reply!