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In this MrExcel Netcast, Bill Jelen discusses customizing an invoice template obtained from Office Online. He adjusted it by incorporating his state's tax rate and explored the layout. Notably, he aims for the recipient's name entered in Column B to also appear in Column F, enhancing usability since the billing and shipping addresses are often the same. To facilitate the creation of new invoices, Bill demonstrates how to save the customized document not as a workbook, but as a template using the "File Save As" option. This streamlined approach allows for easier future invoice generation.