How to Create PDF Forms With Calculations - A PDF Invoice that Automatically Does Calculations

In part 5 of our tutorial series, you're going to learn how to perform calculations in a PDF invoice and export its data to Excel using Adobe Acrobat Pro. In this project, we use the invoice designed in one of our previous tutorials.
The PDF document used in this tutorial is available for your download so that you can get some practice.
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👋 Additional resources:
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⌚ Timestamps
0:10 Introduction: The pdf invoice form
10:58 Doing form calculations
19:10 Field calculation order
22:06 Exporting data to excel
27:54 Setting read-only fields
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[@ajmeribegum8584]

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

[@ridhambhagat2483]

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

[@mubaraklawal-ch7ck]

PDF calculation always seems difficult to me, but i got it right due to this video. thank you very much 🙂

[@aklxkiller]

Great information and very helpful! Thank you!

[@aaravrana3025]

Just what I needed! Well done.

[@RahulKumar-vf4lf]

Good as explanation as always

[@LawalAjibola-xv1lq]

What an excellent video tutorial

[@ABPublisherLLC]

Thank you! Cheers!

[@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. Thank you for any insights!

[@ABPublisherLLC]

Many PDF viewers for iOS do not support calculations, even if they have some forms support. The latest version of Adobe Reader for iOS has rather limited support for JavaScript, which is how automatic calculations are implemented. The built-in app of your phone should work, but if you use it for a custom calculation script, which iphones and ipads do not support, it will work with the limited support.
The only two good PDF viewers are the latest free Adobe Reader for IOS and "PDF Expert" by Readdle. Adobe Reader handles basic calculations pretty well, but not much more. It's easy to have a form that overtaxes it. So, I'd suggest you install PDF Expert. It implements much more of the Acrobat JavaScript model and has great form distribution and submission features. It is far and away the best PDF forms tool for the iPad and iphone that I know.
Unless Adobe starts implementing Javascript in many more of their products, I don't think there's an all-in-one solution. What I'd suggest is putting the form on the web site and direct your clients to fill the form there. Web technology implements Javascript very well.