Update Price List Effective Dates

If you update your price lists, you'll need to update the effective dates to be in compliance. These dates will appear on the contract and other forms, so it's important they're correct.

    Don't see this feature? Check your Roles & Permissions settings or contact your Passare Admin to get it turned on.

    Update Effective Dates:

    To update effective dates, go to Admin > Price Lists.

    Price Lists in Admin drop-down

    Price List Settings on the left sidebar, then select Effective Dates. Select which Branch you would like to update.

    Effective Dates page in Price List Settings

    Select the Calendar icon to change the effective date. 

      • This can be a past, present, or future date. Be sure to Save!

    Effective Dates Branch settings page

      • This effective date will now appear on the SFG contract that is downloaded on the Goods & Services page. 

    Goods & Services page

      • The language and date format may look different depending on the contract template your funeral home uses. 

    Effective date in contract template


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    Need Help? Email us at support@passare.com or call 1-800-692-5111!