Adding a CITB after assessment has occurred

1. Go to the original order and create a partial credit memo for the difference
2. Go to opportunities and new opportunity

1. Make the type “On Account”

1. Fill in the following details
   1. Opportunity Name: CITB Manual – (Student Name)
   2. Account Name: Construction Industry Training Board
   3. Close Date: End date of the course
   4. Stage: Training Scheduled
   5. Course: Link to the course
   6. Purchase Order / Cheque Number: PCRN

1. Save the Opportunity
2. Add the product at the CITB reimbursement rate (Use Default Price book and manually adjust)

1. Confirm details and trigger invoice.