How to create simple Invoice template with content control

Hello,

I am trying to build an Invoice template. I have created an standard Word template and I want to edit it to my demandings.

I have some questions:
1. What kind of content control is used in standard Word templates? When I place my cursor at the text in the table (for example "Product description"), it turns gray shaded. When I click at the properties button at the developer Ribbon, I can't edit the text but only the Title and Tag?

2. How can I edit the CURRENCY in this form? I want to have it in Euros (€).

3. Can I link this data into a kind of form? In the end I want to have a pop-up box which give me the options to fill in the Invoice. For example having 20 apples as PRODUCT the form should asked:
- Product Quantity: [INPUT]
- Product Description: [INPUT]
- Price per product: [INPUT]
The rest of the Invoice will be entered automatically by calculation.

4. Should Excel been used in this case? Or can this been done in Word?


Thanks.

Originally Posted by Richard Buttrey

I don't have any difficulty clicking a Product Description item and changing it.

Just copy a Euro symbol and paste it in place of the $ character

Personally I'd have used Excel to design the template. You have a lot more control over how stuff is presented and what should happen given different events or data entries. You may find one of the many standard Excel templates would meet your requirements and if not all you need could be easily adapted to add more functionality.

Hi Richard,

I don't want to change it by clicking on it and change it. I want to change it with an INPUT from a form.

As well for the Euro symbol, I want to know how the template is build. I want to improve my skills in Word and not just doing something because it works. Could you explain some more about your design in Excel? I am not an expert in Microsoft Office yet.

Thanks

Thanks for the answers

I think the question of mine isn't described very clear.

I have added a diagram where I try to visualize what I mean. In this you can see the input form should have some variables which needs to be filled. When the data is filled in this form, the data needs to be transferred to the Excel filled to the desired cell.

I have added as well the Invoice template which I found at the Excel templates, thanks Richard.

Do you have a list of products and prices? If so please supply a list

Yes I have provide it in the appendix of this reply.

What's the maximum number of line items you'd want on an invoice?

This should be variable, it is often I have long list of items which should be attached at the Invoice.

As addition, I think I should have a look at the formatting of the Invoice. For example: The description is filled with a lot of text, the Excel format should format itself with Wrap Text or so. What do you think about this formatting? Another way maybe is to give the input form a max input of characters.

Sorry for the late response, I got some busy times with work at the moment...