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.

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?:

• Add or Edit a Price List Item
• Schedule a Future Price Change
• Create a Package

 

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