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.
Select Price List Settings on the left sidebar, then select Effective Dates. Select which Branch you would like to update.
Select the Calendar icon to change the effective date.
- This can be a past, present, or future date. Be sure to Save!
- This effective date will now appear on the SFG contract that is downloaded on the Goods & Services page.
- The language and date format may look different depending on the contract template your funeral home uses.
Need More Information?:
Need Help? Email us at firstname.lastname@example.org or call 1-800-692-5111!