Understand default payment accounts

Understand the Cash, Card, and Bank account payment accounts created with every team.

About 1 minute Updated September 12, 2026

In this guide

Open payment accounts
Review default accounts
Use added accounts

1. Open payment accounts

In More, tap Payment accounts under Team Management. These settings apply to the current team.

Payment accounts highlighted under Team Management in the SalesDocks English More screen — Payment accounts are shared team settings rather than personal preferences.

2. Review default accounts

Cash, Card, and Bank account are created with every new team. Accounts with a Default badge and lock icon cannot have their names or types edited.

Cash, Card, and Bank account default payment accounts highlighted in the SalesDocks English payment account list — The three default payment accounts are protected and available to every team.

3. Use added accounts

Use the add button at the bottom to create a separate payment account. Added accounts can be selected as the actual receiving or paying account in transaction forms and split payments.

Harbor Bank, Business Rewards Card, and Online Settlement Account highlighted in the SalesDocks English payment account list — Add team-specific payment accounts when you need to distinguish real bank accounts or cards.