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#How to insert invoice template in word pdf

Open the content control Properties and give it a name like InvoiceNumber. Highlight the invoice number in your template and click on the Plain Text Content Control in the Developer tab. Add Content Control For The Invoice Number The Properties is how you can name each of the content controls and the name you give the control will be used in Flow. This will be used to name your content controls.

Properties for the selected content control in your Word document.

This will be used with the invoice line items.

Repeating Section Content Control for input of variable amounts of data.

This will be used with an image of a signature stored in OneDrive, but it could also come from the pen input in PowerApps.

Image Content Control for input of an image.

This will be used with the invoice number and invoice line items.

Plain Text Content Control for input of a single text value.

This example will use 3 types of content controls. These are what Flow is going to use to dynamically populate the Word template.Īll the content controls can be found in the Controls section of the Developer tab. Now you’re going to need to add content controls to your Word template. Add Content Controls To Your Invoice Word Template To enable the Developer tab right click anywhere in the Word ribbon ➜ select Customize the Ribbon ➜ check the Developer tab ➜ press OK. These aren’t available in Word Online, so you’ll need to be using Word on Desktop. Unfortunately, the content controls needed to create templates useable by Flow are hidden away in the Developer tab. You should be able to create a pretty awesome looking template with these tips. Select the row of column headings ➜ go to the contextual Layout tab ➜ Repeat Header Rows.

If you’re going to have a lot of line items in each invoice, then you might want the column headings to appear on each page of the invoice.

Select the table ➜ go to the contextual Table Design tab ➜ select a style from the Table Styles Use the table styles feature to add some style to your table.You will turn the row of data into a repeating content later. One for the column headings and one for the first row of data. For the section that will contain the invoice line items, create a table with two rows.Select the cells you want to merge or split ➜ go to the contextual Layout tab ➜ Merge Cells or Split Cells. Use merge or split cells to adjust the layout for sections that need more space.Select the table ➜ go to the contextual Layout tab ➜ View Gridlines. Add gridlines to your table so you can see and adjust the table borders in your template.Select the table ➜ go to the contextual Table Design tab ➜ Borders ➜ No Borders. Remove the borders in your heading table section.Use tables to layout the heading or other sections in the invoice.I’m not a Microsoft Word expert and there might be better ways to create an invoice template, but I find using tables to be an easy option.Ī couple tips for creating your own template:

#How to insert invoice template in word pdf

In this post he is going to show you how you can use the new Word connectors in Flow to easily create some really nice looking PDF invoices.įor this example,he will be using a SharePoint list and the Flow button trigger, but many other triggers could be used including from PowerApps.įirst, you’re going to need to create a Word document template for your invoices. You can find more interesting articles from John on his blog or YouTube channel. John is a Microsoft MVP and freelance consultant and trainer for hire specializing in Excel, Power BI, Flow, PowerApps and SharePoint. This post is written by community member John MacDougall