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In this MrExcel Netcast, Bill Jelen discusses customizing an invoice template obtained from Office Online. After setting his state’s tax rate, he notes that entering a name in column B would be more efficient if it automatically populated in column F, where billing and shipping addresses usually match. To achieve this, he plans to implement simple formulas. Jelen then explains the process of saving the customized invoice; rather than saving it as a standard workbook, he illustrates how to save it as a template, which alters the navigation options to streamline future invoice creation.
