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I ran into the same issue. Create your doc set, add your shared columns, then go to the doc set, add a new document of the content type you want (click the new doc pulldown and select your content type). You will not be able to see your shared columns at this time because they don't exist. Save the document, then open it up again. Now go to quick parts ...

This can be done using SharePoint Designer workflow and quick parts in Word. OK, this is what you do. Create a document template and save it. Then add it to a document library as a content type. Then create the document library columns that you want popluated. Once this is done, edit the word document from SharePoint and in the quick part fields you will see ...

You can create new document with the help of SharePoint workflow. Built-in activities has no functionality for Office documents processing, but you can try to do it with our product: http://www.harepoint.com/Products/HarePointWorkflowExtensions/ We have the set of 170 ready to use workflow actions that can do anything ;) WBR, Alexander

You cannot do this. The New item form is just an asxp page that allows you to enter data about the file in the library. The file needs to get created somehow and you will have to open the application to make the file, sharepoint won't do this for you. In your example, an Invoice could be either an InfoPath form (preferable) or a Word Document (less ...