How to Update Price List Effective Dates

Update your price list effective dates to appear correctly on the contract.

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

    Updating Effective Dates:

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

    Note: Editing these options is dependent on your user Roles & Permissions settings.

     

    Select Price List Settings on the left sidebar, then select Effective Dates.

    Effective Dates

     

    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. 

     

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

      Need More Information?:

      How to Add or Edit a Price List Item

      How to Schedule a Future Price Change

      How to Create a Package

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