Review history for a deleted payment account

Understand how deleting an unused payment account affects past payment records.

About 1 minute Updated September 13, 2026

In this guide

Understand the effect of deletion
Review past payment history
Use a new account for new transactions

1. Understand the effect of deletion

A custom payment account can be deleted. After deletion it cannot be selected for new sales or purchases, but saved transactions and payment records remain unchanged.

SalesDocks English purchase detail showing Harbor Bank retained in Payment History after deletion — Deleting a payment account keeps its name, date, and amount in past transactions.

2. Review past payment history

Open a past transaction payment history to see the Deleted account badge beside the account name. The badge identifies a historical account that is no longer available.

Deleted account badge highlighted beside Harbor Bank in SalesDocks English Payment History — The Deleted account badge distinguishes a historical account from one that can still be selected.

3. Use a new account for new transactions

If the same purpose is needed again, add a new payment account. There is no need to alter past payments just to replace a deleted account.

SalesDocks English payment method sheet listing only active bank and card accounts — New payments list only active accounts, so choose another available account or add a new one.