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In this MrExcel Netcast, Bill Jelen discusses customizing a free invoice template from Office Online, specifically by incorporating his state’s tax rate. He notes the need for the customer name entered in column B to automatically appear in column F, as the original template doesn't have this functionality. Bill plans to add simple formulas to achieve this and aims to streamline the process for creating new invoices. He explains that instead of saving the document as a usual workbook, he will utilize the "File Save As" option to save it as a template, which changes the navigation setup accordingly.
