Manage added payment accounts

Edit or delete a custom payment account that is no longer needed.

About 1 minute Updated September 12, 2026

In this guide

Identify an editable account
Edit account details
Delete an unused account

1. Identify an editable account

An account without a Default badge and lock icon was added by a user. Tap the menu on that account row to open its management actions.

Edit and Delete menu highlighted for Harbor Bank in the SalesDocks English payment account list — Default Cash, Card, and Bank accounts are protected; only added accounts can be managed.

2. Edit account details

Tap Edit, update the display name, financial institution, card last four digits, or account number, and then save. Changes appear immediately in the current team's transaction forms.

Display name, financial institution, and account number fields highlighted in the SalesDocks English edit payment account sheet — Keep the displayed information aligned with the real bank account or card.

3. Delete an unused account

Tap Delete for an account you no longer use. Existing transaction payment records are preserved, and history identifies the account as deleted.

Delete payment account confirmation highlighted in the SalesDocks English app — Deleting an account prevents new use while preserving its past payment records.