Scenario: Someone has booked and paid (or been invoiced) with CITB and is not actually eligible. Identify the booking and attendee that needs to be altered

• Go to Opportunities and create new

1. Select “On Account Training”

1. Fill in the following information like so
2. Opportunity Name: <Individual Name> - CITB Balance
3. Close Date: <End Date of Course>
4. Account Name: <Same as Contact>
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 Order
2. Add a product for the balance to be charged

1. Save the product

Trigger for invoicing.

1. Set stage to “Closed Won – Training Completed” and tick “Ok to be invoiced”