--- title: How Do I Process a Credit Card Deposit and Send a Deposit Receipt? description: Process a credit card deposit in Prelude, pre-authorize the card, generate the deposit receipt, and send it to the customer. --- [Skip to content](https://train.singerequipment.com/knowledge-base/how-do-i-process-a-credit-card-deposit-and-send-a-deposit-receipt#main-content) English Show submenu for translations [![SINGER](https://train.singerequipment.com/hubfs/images/logos/singer-logo.svg)](https://train.singerequipment.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Singer Equipment Knowledge Base](https://train.singerequipment.com/knowledge-base?hsLang=en) 2. [Prelude](https://train.singerequipment.com/knowledge-base/prelude?hsLang=en) 3. [Customer Setup and Payment](https://train.singerequipment.com/knowledge-base/prelude?hsLang=en#customer-setup-and-payment) August 21, 2026 # How Do I Process a Credit Card Deposit and Send a Deposit Receipt? ## Process a credit card deposit on an order and generate a deposit receipt for the customer. Use this procedure to process a credit card deposit on an order and generate a deposit receipt for the customer. Part 1: Set the Order to Require a Deposit **Step 1 — Enter the order as usual.** **Step 2 — When you reach the Header screen, arrow down to the Payment Terms line.** **Step 3 — Overwrite the existing payment terms with DT.** **Step 4 — Press Enter.** **Step 5 — Deposit Required will populate.** **Step 6 — Press F2 to continue with the order.** The **Credit Card Info** screen will appear. Part 2: Select or Add the Credit Card From the **Credit Card Info** screen: - Press **F5 – Use New Card** to add a new credit card. - Press **F6 – Use Existing Card** to use a card already on the account. ### Add a New Credit Card **Step 1 — Press F5 – Use New Card.** **Step 2 — When asked “Do you wish to update customer record with new credit card information?”, select Yes if the card should remain on the customer account.** You can: - Press **Enter** on **Yes**, or - Enter **Y**. **Step 3 — When prompted about making the card the default credit card, select the appropriate response based on the customer’s usage.** **Step 4 — Enter the name on the credit card.** **Step 5 — Enter the billing address.** **Step 6 — Arrow down through the available fields.** **Step 7 — Press F5 – Manual.** Do **not** save at this point. Part 3: Enter the Credit Card Information After pressing **F5 – Manual**, a browser window opens. **Step 1 — Enter the credit card number.** **Step 2 — Enter the expiration month and year.** **Step 3 — Select Process Transaction.** A message will indicate that the transaction was successfully processed. **Step 4 — Close the browser by clicking X.** **Step 5 — When returned to Prelude, enter C to continue.** The credit card information will populate in Prelude. Part 4: Complete the Order and Pre-Authorize the Credit Card **Step 1 — Continue entering the order as usual.** **Step 2 — Press F2.** **Step 3 — When the credit card order alert appears, press Enter to continue.** **Step 4 — From the Sales Order Completion screen, press F10 – Action.** **Step 5 — Arrow over to CC Off.** **Step 6 — Press Enter.** **Step 7 — The O3 pay type will automatically populate.** **Step 8 — Press Enter.** **Step 9 — If multiple credit cards exist on the account, select the credit card you want to use and press Enter.** If the account only has one credit card, the card-selection screen will not appear. **Step 10 — Review the credit card information and billing address.** **Step 11 — Press F5 – Pre Auth.** **Step 12 — When the authorization is accepted, press Enter.** **Step 13 — Press F2 to save.** **Step 14 — Press F2 to complete.** **Step 15 — Press F2 to complete one more time.** Part 5: Finish the Order **Step 1 — When “Do you wish to pick ticket” appears, select Pick Ticket and press Enter.** **Step 2 — When asked “Do you wish to print an acknowledgement for receipt of deposit?”, select No.** The deposit receipt is generated separately. Part 6: Generate the Deposit Receipt **Step 1 — Go to the deposit payment function described in the training as:** **Order → Deposit → Payment** **Step 2 — Press Enter.** **Step 3 — Enter the order number.** **Step 4 — Press Enter.** The warehouse and customer will automatically populate. **Step 5 — At Document Option, enter E for E-mail.** **Step 6 — At the email confirmation screen, enter your email address.** The training recommends sending the receipt to yourself first so you can review it before forwarding it to the customer. **Step 7 — To suppress the cover sheet, enter Y.** **Step 8 — Press F2 to accept.** **Step 9 — Press F2 again to execute.** **Step 10 — Select Print Receipts.** Part 7: Send the Receipt to the Customer The deposit receipt will be delivered by email. 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