Insert Smart Field to the Sales Invoice and eSign it in minutes

Aug 6th, 2022
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01. Upload a document from your computer or cloud storage.
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Decrease time allocated to document management and Insert Smart Field to the Sales Invoice with DocHub

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Time is an important resource that every enterprise treasures and attempts to convert into a reward. When choosing document management software, be aware of a clutterless and user-friendly interface that empowers users. DocHub gives cutting-edge tools to enhance your document management and transforms your PDF file editing into a matter of a single click. Insert Smart Field to the Sales Invoice with DocHub to save a lot of time and improve your productiveness.

A step-by-step instructions regarding how to Insert Smart Field to the Sales Invoice

  1. Drag and drop your document to your Dashboard or upload it from cloud storage services.
  2. Use DocHub innovative PDF file editing features to Insert Smart Field to the Sales Invoice.
  3. Modify your document and make more changes if necessary.
  4. Put fillable fields and delegate them to a certain receiver.
  5. Download or send out your document to your customers or coworkers to securely eSign it.
  6. Gain access to your documents in your Documents directory whenever you want.
  7. Create reusable templates for frequently used documents.

Make PDF file editing an simple and intuitive process that will save you a lot of precious time. Quickly modify your documents and send them for signing without adopting third-party solutions. Give attention to relevant tasks and improve your document management with DocHub starting today.

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How to Insert Smart Field to the Sales Invoice

4.8 out of 5
41 votes

some of my viewers have had a question on how they can create a form that will do calculations so today im 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 youre 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 youll notice that we have the price quantity tax subtotal and total the price quantity and tax are going to be static fields that were 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 well of course delete that off of our final version of our invoice all right the first thing were going to do

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
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Navigate to Gear icon More Settings Preferences Invoice. Go to Custom Fields and select + New Custom Field. In the Custom Field dialog box next, enter the Label Name, Data Type and select if it has to appear in all the PDF and click on Save.
To customize your invoice: Click the Gear icon on the top right corner of the page. Select Templates. Under the Invoices sub-module, hover our mouse over the template and click Edit. You can edit the Template Properties, Header, Item Table, Total and Footer. Click Preview to view your changes before saving them.
Click the Gear icon on the top right corner and select More Settings. This will take you to the Preferences sub-tab. Now click on the Invoices preferences and scroll down to docHub the Custom Fields section. Enter the additional field that you want displayed on your invoice.
Heres how: Click the Settings icon in the top right corner and select Preferences. Select the respective module. Switch to the Field Customization tab. Hover over the custom field and click Edit. Select the Yes option next to Show in all PDF. Click Save.
Create custom fields Go to Settings ⚙. Select Add custom field. Give your custom field a name. Select the type of data that will go in your custom field: Text and number, Number only, Date, or Dropdown list. Select the category the custom field belongs to: Customer, Transaction, or Vendor.
To create a custom field, follow the steps below: Go to Settings Preferences. Click Invoices Field Customization. Enter the additional field that you want displayed on your invoice. Mark the Show in all PDF checkbox if you want the additional field data to be shown in the PDF. Click Save.
Go to Item Master. Add a custom field in items MRP. Please enable Show in pdf. The same will be reflected in Invoice.

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