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In this MrExcel Netcast, Bill Jelen discusses enhancing a free invoice template obtained from Office Online. After reviewing and customizing the template with his state's tax rate, he identifies a need for the recipient's name in Column F to automatically populate from Column B, as the "Bill To" and "Ship To" fields are often the same. He plans to implement simple formulas for this purpose. To streamline his invoice creation process, he intends to save the modified template differently: by selecting "File Save As" and saving it as a template rather than a standard workbook, accessing the navigation specifically for templates.