How to Create Bill Payment Checklist in Excel (2 Smart Ways)

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In our day-to-day life, we need to deal with various bills. To organize the bill payment, we can create a bill payment checklist. In this article, I will explain 2 smart ways to create a bill payment checklist in Excel. I hope it will be very helpful for you if you are looking for an efficient way to do so.

With the help of Conditional Formatting, the IF function, and the insertion of Check Box, we can create a bill payment checklist in Excel.

Overview of Bill Payment Checklist Excel


2 Smart Ways to Create Bill Payment Checklist in Excel

We can choose either a manual process or a built-in process to create a bill payment checklist. Let’s dive into the details.


1. Manual Procedures to Create Bill Payment Checklist in Excel

In order to create a bill payment checklist in Excel, we can follow the manual process. It’s not that hard. You just need to follow the steps in order. Follow the following procedures to fulfill the task.

Steps:

  • First of all, I have arranged the customers’ list along with their bills. I have added columns named Payment Status and Remarks to clarify their bill payment status.

Manual Procedures to Create Bill Payment Checklist in Excel

  • In order to insert the check box in the Payment Status column, go to the Developer tab and select Insert from the ribbon.
  • From the available options, pick Check Box from the Form Controls section.

Insert Check Box to Create Bill Payment Checklist in Excel

  • Now, place the check box in your preferred location. For me, I have placed the check box in the Fcell.

Manual Procedures to Create Bill Payment Checklist in Excel

  • Delete the written portion with the check box.

Manual Procedures to Create Bill Payment Checklist in Excel

  • Now, copy the check box and paste it into the rest of the cells in column F.

Manual Procedures to Create Bill Payment Checklist in Excel

  • Now, right-click on the check box and pick the Format Control… option.

Use Format Control option

  • A Format Control wizard will appear.
  • Insert the cell name in the Cell link section.
  • Then, click on OK.

Manual Procedures to Create Bill Payment Checklist in Excel

  • Then, we will have check boxes with TRUE and FALSE in the background.

Manual Procedures to Create Bill Payment Checklist in Excel

  • Select all the cells containing the check boxes.
  • Go to the Home tab and choose the white color from the Font Color option.

Manual Procedures to Create Bill Payment Checklist in Excel

  • Then, we will have only the check boxes ignoring the texts.

Manual Procedures to Create Bill Payment Checklist in Excel

  • Now, insert the following formula in the Remarks column to have the condition of the payments.

Output of IF function

  • Use Fill Handle to AutoFill the rest cells in column G.

AutoFill IF function

  • After that, select all the cells in the Remarks column and go to the Home tab.
  • Click on Highlight Cells Rules from Conditional Formatting.
  • From the available options, pick Text that Contains…

Apply Conditional Formatting

  • Now, input the keyword based on what you want to format cells in the Format cells that contain the text section.
  • Define the format of the matched cells from the with named section.
  • Lastly, click on OK to apply the formatting.

Manual Procedures to Create Bill Payment Checklist in Excel

  • We can see the matched cells with the applied format.

Manual Procedures to Create Bill Payment Checklist in Excel

  • Similarly, set another format for the word Pending and click OK.

Manual Procedures to Create Bill Payment Checklist in Excel

  • Thus, we can have a complete bill payment checklist.

Manual Procedures to Create Bill Payment Checklist in Excel

Read More: How to Create Bill Book in Excel


2. Built-in Procedures to Create Bill Payment Checklist in Excel

The simplest way to create a bill payment checklist is to use the built-in Bill paying checklist. The details are described in the following section.

Steps:

  • Go to the File tab first.

Select File tab

  • Click on the option named More templates.

Built-in Procedures

  • If you search with the word Budgets, you will have a template named Bill paying checklist. Click on that template.

Built-in Procedures to Create Bill Payment Checklist in Excel

  • Then, you will have an option named Create. Click on that option to have the Bill paying checklist template.

Built-in Procedures to Create Bill Payment Checklist in Excel

  • Thus, we can create a bill payment checklist. You can keep the necessary category and delete the rest. You can further modify it according to your choice.

Built-in Procedures to Create Bill Payment Checklist in Excel

Read More: How to Use Electricity Bill Calculation Formula in Excel


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Conclusion

At the end of this article, I like to add that I have tried to explain 2 smart ways to create a bill payment checklist in Excel. It will be a great pleasure for me if this article helps any Excel user even a little. For any further queries, comment below. You can visit our site for more articles about using Excel.


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Naimul Hasan Arif
Naimul Hasan Arif

Hello everyone, I am Naimul Hasan Arif, graduated from Bangladesh University of Engineering and Technology (BUET). I am working as an Excel and VBA Content Developer. I try to remain dedicated to my duties and give my best with my skills & knowledge.

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