Need to send a clean, professional invoice that works on any device? A PDF keeps your layout intact and makes sharing with clients simple.
We’ll show you how to create a fillable PDF invoice, including how to convert your file to PDF, make fields editable, and polish it before sending.
How to Convert Your Invoice Document to PDF Format
If your invoice is in Word, Excel, or another format, you’ll want to save it as a PDF first. Here’s how to get started.
Step 1: Open your invoice in its original format
This could be a Word doc, Excel sheet, or even a Google Docs invoice template.
Step 2: Save or export it as a PDF
Most software lets you export or “Save As” a PDF. If not, head to PDF Converter to upload and convert your file instantly.
Step 3: Review the converted PDF
Use a PDF Reader to preview your file. Make sure everything looks the way you expect before you continue.
How to Create a Fillable PDF Invoice
Now that you have your invoice as a PDF, let’s make it fillable so clients or internal teams can type directly into the fields.
Step 1: Open your PDF in Smallpdf’s Edit PDF tool
Go to Edit PDF and upload your invoice. This tool lets you insert placeholders where you want fillable fields to appear — for example, under “Bill To” or “Due Date.”
Step 2: Add text boxes for fields
Click anywhere on the PDF to add a text box. You can also drag shapes or underlines to suggest editable areas. Keep the design simple and clear.
Create a Fillable PDF Invoice
Step 3: Use the Make PDF Fillable guide for advanced steps
For platform-specific help — like making a PDF fillable on Windows, Mac, or mobile — take a look at our full guide on how to make a PDF fillable. It covers everything from interactive field setup to saving options.
Things to Consider While Creating a Fillable PDF Invoice
Creating a fillable invoice isn’t just about text boxes — it’s about user experience. Keep these in mind:
- Clear Labels: Mark each field clearly so there’s no guesswork.
- Fixed Structure: Avoid shifting layouts or overlapping text.
- Test Before Sending: Open the file in a PDF reader and check if fields are editable.
Tips for Making Your Invoice Look Professional
- Use Edit PDF to insert your logo or brand colors.
- Keep font styles and sizes consistent.
- Add highlights or annotations with PDF Annotator if you want to point out important details like payment terms.
- If you need to reduce file size before sending, use Compress PDF.
- For secure sharing, consider Protect PDF to lock your invoice with a password.
FAQs
1. Can I convert my Word invoice into a PDF?
Yes. Use your word processor’s “Export as PDF” feature or Smallpdf’s PDF Converter to do it online.
2. How can I add editable fields to a PDF invoice?
Start with Edit PDF to insert field placeholders. For full instructions, check out our guide on making PDFs fillable.
3. Is it possible to compress a PDF invoice without affecting quality?
Yes. Compress PDF reduces file size while preserving layout and formatting.
4. Is there a way to password-protect a PDF invoice?
You can use Protect PDF to add a secure password before sharing your invoice.
5. How do I send a PDF invoice securely?
Try Share Document. It lets you email a secure download link directly.
