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In this MrExcel Netcast, Bill Jelen discusses customizing an invoice template obtained from Office Online. After setting up the template with his state's tax rate, he identifies a need for the name entered in column B to also appear in column F, as the "Bill To" and "Ship To" addresses are often the same. He plans to incorporate simple formulas to achieve this. To facilitate easy creation of new invoices, he instructs viewers to save the adjusted template using the "File Save As" option and selecting "Templates" instead of saving it as a standard workbook. This process alters the navigation for saving the document.
