How do I exempt a member from a payment

To see how to exempt specific roles from the quota, read this guide, which is part of the quota setup itself.

In the following we explain how to exempt people individually/several at once.

Exempt people BEFORE the fee is generated/sent as a payment email

Open Membership fee or Monthly payments

1. Click on in the top left corner
2. Click on  Membership fees
3. Click onon the right of the screen next to the name of the membership fee and then click on  Members (depending on that you have created at least one membership fee)
4. Find the member(s) you want to exempt (if necessary, click on Show all at the top to search) and click Change the amount
5. Select the move(s) in question and click Normal payment
6. Change to Exempt
7. Finish with Save and close at the bottom
   
   
   Note: Here you exempt people from future charges, NOT already issued charges

You can check if the action is done correctly by going in Future payments. Here the person now appears as Exempt in the column Status.

The person will then not receive a charge the next time we pass the start date for a new membership fee.

Exempt people AFTER the fee charge is generated/sent as payment mail

Open Finance and Individual Payments

1. Click on in the top left corner
2. Click on  Membership fees
3. Click on Created payments on the left
4. Locate/search for member and click on on the far right under the Actions column in the same row as the member's name
5. Click on Edit: Exempt
   
   Note: Here you exempt people from charges already issued, NOT those about to be charged out in the future

It is NOT possible to exempt people who have already paid their membership fees!

• TIP: You can choose to delete charges instead of exempting (in which case they will not be retrievable in Created payments at all). However, deletion can only be done when the person is no longer affiliated to the team or the draw is no longer active.