Create PDF Forms With Calculations in Adobe Acrobat - Create PDF Invoice from Excel

In this tutorial, you'll learn how to create calculating PDF form fields in Adobe Acrobat by converting an Excel Invoice template into a PDF and then setting up the form field calculations. See how to create fields that can calculate addition and multiplication formulas automatically.
Are you tired of manually calculating numbers on your PDF forms? Well, the good news is that fillable PDF forms can do calculations. By the end of this video, you can create your own fillable PDF forms with calculations in Adobe Acrobat, saving you time and effort. So, whether you're a business owner looking to streamline your invoicing process or just interested in learning how to create calculated fields in a PDF, this video is for you!
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📺 Watch Next - • Create a PDF Form in A... Create Fillable PDF Forms in Adobe Acrobat
Export PDF Form Data to Excel: • Export PDF Form Field ...
KEYWORDS: Can fillable PDF forms do calculations? How do I create a fillable PDF with calculations? Create calculating fields in PDF, how to do calculations in Acrobat, how to calculate in Adobe Forms, PDF Invoice, Create PDF Invoice from Excel, PDF Invoice Template
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TIMESTAMPS ⏰
00:00 Create PDF Form with Calculations
00:22 Convert Excel Invoice to PDF
02:55 Set Up Field Format & Calculations
06:44 Set Up Percentage Form Field
08:07 Set Up Negative Number Format
09:00 Form Field Calculation Options
10:57 Testing Form Calculations
12:11 Clear Form and Save PDF Invoice Template
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KEYWORDS: #AdobeAcrobat, #adobeacrobatdcpro, #pdfforms, @SharonSmith
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PLAYLISTS:
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➤ Welcome | About Me: • Playlist

[@SharonSmith]

Let me know how you all are using calculated fields in your PDFs! Thanks for watching!

[@lovethatbeach]

Thank you!

[@coreyterry3721]

@@lovethatbeach how can you do subtraction?

[@lovethatbeach]

@@coreyterry3721 please try the custom calc field. I’m curious too.

[@candilanz3667]

@candilanz3667 0 seconds ago Thanks for the great video! Let me know if you have a video that shows how to calculate a due date from a given date, and from a dropdown list with variable frequencies to choose from. So when I choose todays date and a frequency is 1 year, the due date will show one year from todays date (excluding weekends and holidays). Thanks!!

[@cayceberryman6152]

So is there a way to implement if statements? We have multiple brands for certain materials, and I'd love to be able to use this functionality for material lists.

[@pon00050]

I had no idea about calculated fields on the PDF Acrobat Reader! I am glad that I watched this video. Thank you!

[@SharonSmith]

Glad to share this info with you! Thanks for watching!

[@RobertMedina-my8io]

You are my hero! Thank you for the easy story on fillable calculation pdfs!

[@plixplop]

Very very helpful, thank you! I can't believe this function is still not a part of InDesign!

[@SharonSmith]

Glad you found it helpful! Thanks for watching!

[@JohnGarrettv2]

You are a God Send, Sharon! I am creating (from scratch) our organization's Performance Evaluation Form by creating a PDF from an Excel form. Your videos are PERFECT! They are easy to follow and understand. Thank you so much!

[@SharonSmith]

Oh, I'm so glad to hear you find my videos helpful! Good luck building your Performance Evaluation form! Thanks for watching and for subscribing to my channel!

[@lindasmith945]

Great information and very helpful! Thank you!!

[@SharonSmith]

Thanks Linda! So glad you found it helpful. Thanks for watching 😉

[@agbe2902]

This is exactly what I was looking for Perfect for my job🎉👏🏾👏🏾👏🏾

[@SharonSmith]

Awesome! Glad you found it helpful. Thanks for watching!

[@ojvindserup]

Just what I needed! Well done Sharon :)

[@SharonSmith]

Glad to help! Thanks for watching!

[@DT-zy7fe]

This worked like a charm. This is just what I needed.

[@SharonSmith]

So glad you found it helpful! Thanks for watching!

[@ZacAmiri]

YOU ARE A LEGEND Thank you so much

[@SharonSmith]

Glad to help! Thanks for watching!

[@kamelkgb618]

Good as explanation as always. Thanks...

[@SharonSmith]

Glad you found it helpful! Thanks so much for watching my videos!

[@AsahiShokupanJr]

Tons of help, thank you. Something else that was helpful was realizing that the text box name shouldn't have any symbols or spaces.

[@SharonSmith]

Glad you found it helpful! Thanks for watching!

[@MdKawsar-344]

its working, thankyou sou much.

[@SharonSmith]

Glad to help! Thanks for watching!

[@murilindakpital5039]

thanks for the video, it worked for me

[@SharonSmith]

Great to hear! Thanks for watching!

[@AaronL]

Thanks SOOOOOOOOOOOOOOOOOO MUCH IT WORKS 100%

[@SharonSmith]

Glad to help! Thanks for watching!

[@aymanhashem4098]

work perfect..thanks bro

[@SharonSmith]

Glad to help! Thanks for watching!

[@busmate5938]

EXCELENTE EXPLICACION

[@SharonSmith]

Thanks for watching!

[@aliendesign2023]

Just subbed, wow, the quality of free market individuals, posting content on YT keeps getting better. Great explanation, great content flow, clear and concise instructions and easy to follow along. Great tut! 🎗

[@SharonSmith]

Aww, thanks so much for the kind feedback! I'm so glad you found it helpful. Thanks for watching my videos. Best of luck to you!

[@raenandlal5893]

FYI- You dont have to close the properties box each time. It will switch when you click on the text box you want.

[@SharonSmith]

Thanks for sharing this tip!

[@SukkoLive]

Thanks a lot you saved me tons of time as im a total newbie on this , i just have a stupid follow-up question, how can i export so my clients wont be able to edit the file but still able to print or copy the text if needed? Thanks again for the tutorial and you got yourself a new follower.

[@themagerofficial]

yoooo thank u sooo much man

[@SharonSmith]

Thanks for watching!

[@seluphan5257]

op bro thx its very help full

[@andregiestas]

Thanks!

[@SharonSmith]

Thanks for watching!

[@andregiestas]

Hey, by any chance: do you have any video explaining how to type currency format information in Text1 ane convert it to text in Text2? For instance: Text1: US$132,69 Text2 convert it to: one hundred thirty two dollars and sixty nine cents

[@likithsreedhar3996]

Super explanation madam

[@SharonSmith]

Glad you found it helpful! Thanks for watching!

[@mateenirfana1786]

Helpful video,keep it u

[@SharonSmith]

Thanks for watching!

[@tacooo.-gaming7313]

workthanks

[@SharonSmith]

Thanks for watching!

[@emilfetullayev5320]

genius bro

[@SharonSmith]

Thanks for watching!

[@reinforcedmacky9270]

Thanks

[@SharonSmith]

You are very welcome! Thanks for watching!

[@reinforcedmacky9270]

Subscribed ❤

[@ellhaiokahiok7699]

good guys,very good...

[@SharonSmith]

Thanks for watching!

[@chasecranmore5537]

Hi. Great content. I used what I learned to make a fillable calculation on my document. The question I have is, how do you terminate the calculation. Say if the entire form doesn’t need to be filled and you don’t want the last number entered to automatically populate on the next line because it was the last entry. I appreciate your videos. Thanks

[@JakeHenry]

What do you do if you want to have a set price and multiply that set price by the quantity to get the total?

[@vulcancontinental]

All that was great and straightforward, exactly what I want to do so I download Acrobat Pro and find it completely different. No autodetect even though it's 'ON' no option for numbers, only text. No highlighted boxes. I was even going to attempt a java sqrt command in custom calc (I know nothing of programming) but didn't get past first base. Thanks for the video though, shame about Acrobat.

[@jefpduct8725]

Thank you so much

[@SharonSmith]

You are very welcome! Thanks for watching!

[@user-yr4oc6uw2c]

Sharon, is there a way to calculate amounts associated with checked boxes

[@tiffanythornhill3905]

I'm trying to do the same thing. I'm going to look up java script for logic (if, then) type of arguments and see if I can do a custom calculation for this. I have 5 columns and depending on where people put their "x" there is a different value that needs to be inserted into the final column. Then, they get summed. If I have luck, I'll let you know!

[@Abu.Youssef.66]

Good evening, Ms. Sharon Smith Let me know how to get on: warning message appears if the date field_1 is less than date_2 in PDF Froms. Thank you.

[@paulinaerhardt8993]

Hello Sharon, I would like to express my sincere gratitude for your informative video - it is truly well-explained and easy to understand. However, I am facing the challenge of creating an order form with fixed prices. In this form, the customer should be able to enter the quantity of ordered items, and the total amount should automatically adjust accordingly. At the same time, the prices should not be editable to avoid any misunderstandings. Do you happen to have a solution or tips on how best to implement this? Your assistance would be greatly appreciated. Thank you in advance! Best regards, Paulina Erhardt

[@JakiJackson-fv5ox]

How do you auto populate the date for today's date when you open it? Also, how to automate a record # for each form opened?

[@tezme96]

I am making a travel form for College Athletic teams. I have a question using calculations of three fields "or" a single field. Can I do this with simplified calculations?

[@paulorocha5188]

how do I do the same with the check box instead of numbers, I want to select the checkbox and then the selected row will be the price summed at the end?

[@christophequintin5250]

Thank you for the video. Just one question, I tried to open a form on my mobile device but unfortunately the calculations are not working. I mean, I can fill in the fields but the calculation is not working. Any work around for this ? Thanks

[@lisaho3522]

how to do add and minus?

[@neorik]

Hi, is there a way to add rows inside the pdf, clicking a "button" for example? without edit the pdf I mean. Thanks

[@likithsreedhar3996]

❤

[@SharonSmith]

Thanks for watching!

[@user-pf3uf5dl1h]

How can I proceed to do this with hundreds of rows with a table? I know per the rule each TextBox must need a unique name (none can be the same unless you want them to be duplicate across the pages) - now do I have to manually choose one by one instead of having an automatic button say, copy this page format/form but create unique names (I typically just change the number at the end) but this is super tedious when I already have hundreds of lines/rows that not only need calculations, but need to be fillable in a way that will always vary. I guess there still needs some kinks @AdobeAcrobat needs to work out.

[@Artvives]

Can you please make video about adobe Acrobat....full tutorial !!

[@SharonSmith]

I'll work on it 😉 Thanks for watching!

[@candilanz3667]

Thanks for the great video! Let me know if you have a video that shows how to calculate a due date from a given date, and from a dropdown list with variable frequencies to choose from. So when I choose todays date and a frequency is 1 year, the due date will show one year from todays date (excluding weekends and holidays). Thanks!! CSL

[@SharonSmith]

Hello! You can set this up in an Adobe PDF form using JavaScript. Are you familiar with JavaScript? You can create a PDF form in Adobe Acrobat Pro with your three fields: a date field for the starting date, a dropdown field for selecting the frequency, and a read-only field to display the calculated due date. You would add the JavaScript to the read-only due date field and the script would be triggered whenever the starting date or frequency drop-down changes. I don't currently have a video on this, but hopefully this helps! Thanks for watching!

[@botrrun9399]

How do you subtract 2 fields, did not see that in the video?

[@fernellie0997]

Hi! I have my Adobe Acrobate updated but I don't have those tabs for calculations. I only have General, Appearance, Position, and Options. Please help how do I enable those tabs for calculations?

[@user-bn3nm2xs1z]

how to remove the 0.00 if the fields are blank

[@dillonle4034]

I would like to know what causes pdf form calculation sometime work sometime doesn’t add up correctly?

[@litpres]

for some reason i've got so many bugs in mine. the red deposit number doesn't show up as red or with parens even though i have both boxes checked under format. it also shows as a positive number in the total as well. i've created another one and it's doing the same thing. i did acrobate updates and it's still not working. have you heard of these bugs format/calucation bugs? i had to recreate my total columns too because they started doing similar by not adding everything together.

[@paolamuti3238]

Thank you very much. Someone can help me? Why a cannot find Calculate in the Text Field properties?

[@SharonSmith]

Hello - In Adobe Acrobat Pro, open your PDF form, click on "Prepare a form", double-click a form field (or right-click and select Properties) to open Properties, there should be several tabs on the Properties pop-up and the "Calculate" tab is the last one. I hope this helps! Thanks for watching!

[@leslierodeback8419]

Do you know how to do date calculations? ex: Date in one field, the next field calculates a date in the future say 30, 60, or 100 days later?

[@AnaGonzalez-kd9up]

Hi, how do I add a Handling Fee?

[@salex2458]

please how to download

[@jenniferfoster6934]

Great video. I don't have the same options in my Adobe Acrobat. Is this an add on for the product? When I double click the field I only see the first 4 tab options.

[@SharonSmith]

Hi Jennifer! I'm using Adobe Acrobat Pro that I have through my Creative Cloud account. It may have more features than Acrobat Standard. I hope this helps! Thanks for watching my videos.

[@jenniferfoster6934]

@@SharonSmith it was a silly setting that needed to be addressed. Thanks for the response though! I have a fillable PDF that now does calculations. :)

[@GarrettSantos]

@@jenniferfoster6934 What was the setting you had to change? Thank you!

[@phoejam]

​@@jenniferfoster6934 any word on what that setting was?

[@eyaminahmad9304]

​@@jenniferfoster6934 can you share the setting please?

[@stevenzoglman3405]

I am trying to use Adobe Pro to Calculate Absolute value difference but Unable. Have tired multiple ways. I am using formulas in "Simplified field notation" and "Custom calculation script". I have been unable.

[@clarenscourtois8927]

I think it's time they upgrade this option

[@rafaeltejeda6199]

Hi, this is phenomenal, one question, after I delete the information on the sheet, on the total line an amount always remains, anything I can do different to have always return to zero?

[@SharonSmith]

Hi, thanks for watching my videos! In Adobe Acrobat, when you delete the information in a calculation field, it may not always automatically reset to zero. Calculation fields are typically set up to perform calculations based on the values entered into other fields, and deleting the content of a field may not trigger an automatic recalculation. To ensure that the total line resets to zero when you delete information from a calculation field, you can use JavaScript to achieve this behavior. I'm not sure if you are familiar with this approach. I'm working on a video for this topic and hope to have it out soon. Thanks so much for watching!

[@SharonSmith]

Hello! I have a video now that shows how you can fix this with JavaScript. I hope this helps! kzbin.info/www/bejne/pn2vq4aHh959eMU

[@AmandaPieperLA]

Question: Once I've built the PDF file with the calculated form fields, how can people actually fill it out?? When I try to open the PDF on my iPhone, the calculated fields don't work. If I open the form in Acrobat Reader on my iPhone, the formatting stays, but the calculated fields still don't work. I have confirmed that it DOES work in the PAID version of Acrobat Pro, but seems to lose the functionality with any free PDF viewer.

[@SharonSmith]

Sorry to hear you are having issues when trying to use the form through Adobe Reader on your mobile. Does the functionality work on a desktop version of Adobe Reader? You'll want to ensure the latest versions of reader are installed, and provide instructions to your users on how to open and use the form if you can test it successfully, say on a desktop. Unfortunately there may be issues with calculations that aren't supported by other PDF viewers or versions, or on mobile. You may need to develop a web form or other solution so your users can access it appropriately from other devices. Thanks for watching my videos! Best of luck!

[@Sheri4976]

What if the auto-detect does not grab all the fields needed? Can you drag your format instead of doing them one by one?

[@SharonSmith]

Hello! Yes, you can copy and paste to add form fields, however be sure to rename the new field because otherwise it literally duplicates the same field in Adobe. Hope this helps! Thanks for watching!

[@youwhat8991]

Hi Sharon, I need your help and I cant find the answer on the web. Are you able to create a form for me ? Payment offered. Thanks

[@lucii_pvt6433]

thank crazy :v

[@SharonSmith]

Thanks for watching!

[@user-yq6ye6bv2u]

Do you have a formula for calculating time in an Adobe Acrobat Fillable Form?

[@SharonSmith]

Adobe doesn't inherently support time calculations, but you can use JavaScript to handle some types of time calculations and display the result in the form fields. Here is an example you can try: Open your PDF form in Adobe Acrobat Pro. Go to "Tools" > "Prepare Form" to create or edit the form fields. Add the necessary form fields, including text fields for input and result display. Right-click on the result field, choose "Properties," and go to the "Actions" tab. Select the "Mouse Up" or "Custom" event and click the "Add" button. In the "Action" dropdown, select "Run a JavaScript" action. Write your JavaScript code to calculate the time in the JavaScript Editor. For example: var startTimeField = this.getField("start_time"); var endTimeField = this.getField("end_time"); var totalTimeField = this.getField("total_time"); if (startTimeField.value && endTimeField.value) { var startTime = new Date(startTimeField.value); var endTime = new Date(endTimeField.value); var timeDifference = endTime - startTime; var hours = Math.floor(timeDifference / 3600000); var minutes = Math.floor((timeDifference % 3600000) / 60000); totalTimeField.value = hours + " hours " + minutes + " minutes"; } else { totalTimeField.value = ""; } Click "OK" to save the JavaScript action. This example assumes that you have three form fields: "start_time," "end_time," and "total_time." The JavaScript code calculates the time difference between the start and end times, converts it into hours and minutes, and displays the result in the "total_time" field. Hope this helps! Thanks for watching!

[@jamesoldman3021]

I'm trying to set up a form that was done in word. I want to be able to multiply the number of items times the cost. I just cannot get it to work. At one time you could use the "Simplified field notation and use the * sign and put in the cost and it would work. This no longer is possible. It asked to Create and Edit Java Scripts and when I put the dollar value in it wants line and column number.

[@SharonSmith]

Hello! You can use the Java Script option to set this up. See if this will work for you: 1. Ensure Form Fields are Named Correctly: Before setting up calculations, make sure that the form fields you want to perform calculations with are properly named. Each form field should have a unique name that you'll use to reference it in the calculation. 2. Set Up Calculation Script: a. Right-click on the field where you want the result of the multiplication to appear and select "Properties." b. Go to the "Calculate" tab in the Properties dialog box. c. Select "Custom calculation script" and click the "Edit" button. d. In the JavaScript editor, you can write your calculation script. For example, if you have two fields named "Number of Items" and "Cost Per Item," and you want to multiply them to get the total cost, your script might look like this: event.value = this.getField("Number of Items").value * this.getField("Cost Per Item").value; (Remember to replace inside the quotes above with the property names of your actual form fields) This script retrieves the values entered into the "Number of Items" and "Cost Per Item" fields, multiplies them together, and assigns the result to the field where the script is applied. 3. Test the Calculation: After setting up the calculation script, close the JavaScript editor, and click "OK" to close the Properties dialog box. Now, enter values into the fields you're using for the calculation and see if the result updates accordingly. I hope this works for your needs! Thanks for watching!

[@jamesoldman3021]

@@SharonSmith I think I followed your instructions but after writing that it says "Go to" and as soon as I hit that the next things that pops up is Go to Line and it asks for the line number . That is as far as I get. It bugs me when perfectly working program is updated and it just makes things more complicated and difficult to deal with. Thanks for the suggestion and if you know how to get past the Go to line number maybe I can get it to work.

[@jamesoldman3021]

@@SharonSmith I should have added using one of the older versions all I had to do was go to the "Simplified field notation", hit edit then type in the name of the box*name of next box so it could look like this Item1*30 So in the above example item 1 cost $30 in the receiving box under format I had it set as a number with two decimal places and that was all that was required. Thanks for the suggestion. Will have to keep looking on how to do this.

[@danielmeyers6253]

Bosses: We need to upload an Excel calculator to our website. Me (digital media guy): *laughs* ... *awkward silence* ... Oh...you're being serious... I'm afraid to ask buuuut...why did we make this an Excel spreadsheet? Most our customers access our site on smartphones...an Excel spreadsheet would be really cumbersome, assuming it's even compatible on their device. Bosses: We don't have a way of creating a web form and it can't be a PDF because math and what not... Me: Uhhh...that can't be right...lemme look into this. *Googles tutorial ... finds this video ... makes PDF calculator* Bosses: Whaaa?? No way! Me: And now they can just load the calculator in their browser and don't have to download an awkward Excel spreadsheet! Bosses: Whaaa?? No way! Me: You don't pay me enough. Bosses: Whaaa?? No way! Thank you, Sharon--this video had exactly what I needed! You rule!

[@SharonSmith]

Oh, that is awesome! Haha! Thanks for sharing. I’m so glad you found this video helpful! Thanks for leaving a great comment and thanks for watching my videos!

[@dums5232]

Thanks SOOOOOOOOOOOOOOOOOO MUCH IT WORKS 100%

[@SharonSmith]

Glad to hear it! Thanks for watching!