All CITB claims need to be manually triggered for invoicing. All claims will relate to specific individuals, there are not any grossed up amounts for multiple people.

Note: Like normal Invoicing CITB Claims can be mass triggered. Once the invoice is generated, it will disappear from view.

This guide will go through how to manually trigger CITB.

1. Go to the CITB website and make the CITB claim once verifying details there
2. Go to Opportunities
3. Change the list view to “Claiming CITB”

1. Search for the open CITB order by PCRN

1. Change the stage to “Closed Won – Training Completed”

1. Tick the “Ok to be Invoiced”

1. Save the changes