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In this MrExcel Netcast, Bill Jelen discusses customizing a free invoice template from Office Online. After reviewing the default template, he adds his state’s tax rate and aims to link the name in Column B to automatically appear in Column F, where Bill To and Ship To usually align. To streamline future invoicing, he introduces the method of saving the document not as a regular workbook, but as a template, which modifies navigation options. This enables more efficient creation of new invoices based on his customized setup.