Add a payment account

Add a bank account or card as a separate payment account for actual deposits and payments.

About 1 minute Updated September 12, 2026

In this guide

Open Add payment account
Enter account details
Save and use the account

1. Open Add payment account

Open More > Team Management > Payment accounts, then tap the add button at the bottom.

Add payment account button highlighted in the SalesDocks English payment account list — Create a new payment account from the add button below the existing accounts.

2. Enter account details

Choose Card or Bank account, then enter a display name that your team will recognize. For a bank account, also enter the financial institution and account number.

Account type, display name, financial institution, and account number highlighted in the SalesDocks English add payment account sheet — Use realistic account details that team members can identify during transaction entry.

3. Save and use the account

Tap Save to add the account to the current team. You can then select it for a sale receipt, purchase payment, or split payment.