Choose a purchase payment method

Record a purchase paid by cash, card, bank account, or credit.

About 1 minute Updated September 13, 2026

In this guide

Review the payment section
Choose a payment method
Check the payment amount

1. Review the payment section

After you add a purchased product, the payment section appears below the items. The default payment amount equals the purchase total.

Complete payment section highlighted on a SalesDocks English purchase form — Review the payment method, payment amount, remaining amount, and Save button below the purchased item.

2. Choose a payment method

Tap the method that matches how you paid: Cash, Card, Credit, or an account. Use Split payment when you paid through multiple methods.

Cash, Card, Credit, and Accounts payment choices highlighted with Card selected on a SalesDocks English purchase form — This example records the purchase as a card payment.

3. Check the payment amount

Confirm that the payment amount matches the purchase total. If you choose Credit or pay only part of the amount, the remaining amount is recorded as a payable.

Thirteen dollar payment amount and zero remaining amount highlighted on a SalesDocks English purchase form — Confirm that the payment and remaining amounts match the actual payment status.