Scenario: Someone has booked and paid (or been invoiced) who as since realised they are eligible for CITB and wish to use it to claim.

1. Identify the booking and attendee that needs to be altered
2. Go to the Order

1. Raise a partial Credit Memo for the discount the client is entitled to (Flag for refund as needed)

1. Go to Opportunities and create new

1. Select “On Account Training”

1. Fill in the following information like so
2. Opportunity Name: <Individual Name> - reconciliation Order
3. Close Date: <End Date of Course>
4. Account Name: Construction Industry Training Board
5. Stage: Training Scheduled
6. Contact: <CITB Claimant Name>
7. Course: Course CITB claimant is attending
8. Purchase Order/Cheque Number: PCRN from CITB Site

Sample:

1. Save the CITB Order
2. Add a product for the CITB claim rate

1. Save the product

Nothing further required until claiming