You will be able to define which products require contract acceptance, then set the time span of each contract along with its possible discount and penalty amount.
The module will also let you preview vital statistics and logs gathered in a transparent manner on the dashboard.

We will guide you step by step through the whole installation and configuration process.

Note: If you are still using any versions of Recurring Contract Billing For WHMCS prior to v2.x, read about it here.

The content of the package to upload should look like this.

The file is located in 'modules/addons/recurring_billing/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.

Enter your license key between quotation marks as presented on the following screen. You can find your license key in our client area → 'My Products'.

It is located in 'your_whmcs/modules/addons/RecurringContractBilling/'.

Log in to your WHMCS admin area and proceed to 'Setup' → 'Addon Modules'.
Afterwards, find 'Recurring Contract Billing' and press 'Activate' button.

To do so, click on 'Configure' button, tick checkboxes to assign desired admin roles.
Press 'Save Changes'.

php -q /yourWHMCS/modules/addons/RecurringContractBilling/cron/cron.php dailyCron

The cron features multiple commands:

• dailyCron – Includes every option in one cron, so there is no need to set up the other ones.
• contractNotifications – Sends out notifications to the clients whose contracts are about to expire. You can define the timing in the 'module configuration' .
• finishContracts – Necessary to automatically finalize a contract when it ends. How long a contract lasts can be defined while setting up 'contract lengths,' which the client can choose between while ordering a product.
• generatePenaltyInvoices – Generates invoices when a contract is breached, you can specify the penalty when setting up a 'contract template' .
• suspendNotContractedServices – Suspend services without an active contract when that is required. It will automatically suspend any active service that requires a contract if no signed contract is detected.

You can set up each function as a separate cron, or set up 'dailyCron' to utilize all functions at once.

Read the below sections to learn how to use Recurring Contract Billing For WHMCS completely.

By default, you will be moved to the addon's dashboard with a guide opened. You will find short notes on how to configure the product there.
In this article, we will expand these instructions a bit more.

Fill out the field with 'Content', you may use 'Merge Fields' to do so, those are categorized into:

• Product Fields
• Hosting Fields
• Client Fields
• Contract Fields

Use the advanced edition tool to perfectly shape the contract.

You can also change the content's name in the 'Name' bracket. Moreover, you may compose the contract translation.
Select the pen icon to add or remove languages. Do not forget to 'Confirm' the changes once you have finished.

Use action buttons to edit the contract again or delete it if you are sure it is no longer needed.

• Adobe Sign
• DropboxSign
• DocuSign
• SignNow
• File Upload

Note: The checkbox sign method does not require any configuration, but you will still be able to select it when creating a contract template.

1. Log in to your Adobe Sign profile.
2. Go to the 'Account' tab.
3. Choose the API Applications from the menu on the left and press the + button.

4. Enter the 'Name' and 'Display Name' of your application and select 'CUSTOMER' domain. Press 'Save' when ready.
5. Now, select the created application in the list and click on 'View/Edit.'
6. While there, you will find your 'Client ID' and 'Client Secret' which are required for the configuration. Please keep them safe.
7. Next, enter 'Configure OAuth for Application,' you need to provide a proper callback 'Redirect URIs' from your WHMCS installation in the following format:

https://yourdomain.com/modules/addons/RecurringContractBilling/app/Api/adobeSignAuthorize.php

Note: Provided URI also has to start with https:// .
8. Finally you have to enable all the scopes. Press 'Save' when ready.

9. Now return to the configuration of the WHMCS module and enter the previously obtained data.
As the 'Client Email' use the one from your Adobe Sign login. The 'URL Shard' field contains your region identification. To find it, you need to log in to your Adobe Sign.
The environment identifier is found in the URL address, just before the echosign.com (or adobesign.com) portion. For more info, please click here
Do not forget to 'Confirm' the settings first because only then you will be able to click the 'Authorization' button.

10. You will have to confirm your access to the authorization for Adobe Sign.

11. Finally, if you provided all data correctly you should receive the notice that authorization has been completed successfully.

1. Log in to your DropboxSign profile.
2. Go to the 'API' tab.
3. Find the 'Generate Key' button, click on it, and give the key a name.
4. Copy the key.

5. Now return to the configuration of the WHMCS module and enter the API Key and your DropboxSign login email.
If you have a demo DropboxSign account, enable the test mode.
When ready, click 'Confirm' first, then 'Authorize.'

6. Finally, if you provided all data correctly you should receive the notice that authorization has been completed successfully.

1. You can set it up in to ways:

• for the 'Demo' environment, log in here.
• for the 'Live' environment, log in here.

2. After successful login to the selected environment, select 'Apps and Keys' tab under the 'Integrations' section on the left side menu.
3. Now press the 'Add App and Integration Key' button as presented below.
Important: Integrator keys can be created only through a developer demo account. To go live with your API integration, you need a live DocuSign production account to promote the key to!

4. Name the app/key.
5. You should now see the 'Integration Key'. Save the 'Integration Key' for later use.

7. In 'Redirect URIs' tab press 'ADD URI' button. There, you need to provide a proper callback 'Redirect URIs' from your WHMCS installation in the following format:

https://yourdomain.com/modules/addons/RecurringContractBilling/app/Api/docuSignAuthorize.php

Note: Provided URI also has to start with https:// .

9. Now return to the configuration of the WHMCS module where you can enter the previously obtained data.
Provide:

• Impersonated User ID - it is your 'User ID.'
• Integration Key - you saved the 'Integration Key' earlier.
• RSA Key - the 'Private Key' you have generated.
• Redirect URI - the 'Redirect URI' you included before.

Choose if you are using a demo environment
Do not forget to 'Confirm' first because only then you can click the 'Authorization' button.

10. You will have to confirm your access authorization for DocuSign.

11. Finally, if you provided all data correctly you should receive notice that authorization has been completed successfully.

1. Log in to your SignNow profile.
2. Go to the 'API' section. You can find it at the bottom of the left-side menu.
3. Click on the 'Add Application' button and name the application.

4. Copy your 'Basic Authorization Token'.

9. Now return to the configuration of the WHMCS module and enter the following fields.

• Username - Your SignNow username.
• Password - Your SignNow password.
• Bacic Auth Token - The token you just copied.
• Email - Any email, it will be used as SignNow email signature.

If you are using a trial SignNow account, enable the demo mode.
Do not forget to 'Confirm' the settings first because only then you can click the 'Authorization' button.

11. Finally, if you provided all data correctly you should receive the notice that authorization has been completed successfully.

Note: Currently all image, MS Word and PDF formats are supported for upload.

The values provided here must be given as kilobyte (KB) units. E.g.:

• 1024 KB = 1MB
• 1048576 KB = 1024 MB = 1 GB

So, if you want to allow uploaded files e.g. being in between 1 and 8 megabytes in size provide '1024' and '8192' values accordingly.
If you do not want to limit the uploaded file sizes, leave the '0' value.

Important: The maximum value of the uploaded file size also depends on the configuration of these values in the php.ini file of the server.
If you want to give a higher value, you must also increase the 'upload_max_filesize' and 'upload_max_filesize' in php.ini file accordingly.
Otherwise, the higher value specified in the module will automatically be decreased to the values specified in the php.ini configuration file.

In this section, you can predefine which contract content draft a specific product a template will refer to.
Press 'Create Template' to begin.

Define one of the methods by which your customers will be able to sign contracts. Choose from the following:

• Adobe Sign
• DocuSign
• DropboxSign
• SignNow
• File Upload
• Checkbox

Note: Don't forget to set up their initial configuration.
Choose Fixed or Percentage values for Discount and Penalty amounts.
Define contract renewal option:

• Renew with contract
• Renew without contract
• Cancel
  

Finally, you may decide whether to allow your clients to cancel the contract while it is active or not.
Once ready, remember to 'Confirm' the changes.

Note: If you cannot see the relevant 'Signature' section next to the 'Template' section, try clicking on 'Confirm' first and see if it appears.

• Length - how long such a contract shall last. If you want, you can include 'Order Without Contract,' to allow clients to make orders, without signing a contract.
• Discount Amount - a fixed amount or percentage for the discount, depending on the previously selected type in the template form.
• Penalty Amount - a fixed amount or percentage, depending on the previously selected type in the template form.
• Trial Period - number of days when a client may resign from the contract without any consequences or giving the reason for resignation.
• Notice Time - define the time when a renewal notification will be sent.
  

Click on 'Confirm' when finished.

Move to 'System Settings' → 'System' → 'Email Templates' → 'General Messages' in your WHMCS to view and edit the notifications. You will find them under 'Ending Contract Notification' name.
Enabled notifications are sent automatically with the daily cron run.

'Save' the changes once your configuration is ready.

Once the client reaches checkout, the contract field appears. They may choose the contract length from available options, view the contract and sign in.

Note: You can add an option to order the product without signing the contract by choosing 'Order Without Contract' while adding 'Contract Lengths' in the module addon.

Use action buttons to:

• View the contract details page.
• Download a PDF version of the contract.
• See the contract content changes history.

If conditions are met, at the bottom of the contract the client will find buttons to renew or cancel the contract.
The conditions are:

• The contract is active.
• The notice time, specified while creating the length, has passed.
• The contract renewal type is set to: 'Renew With Contract.'

Click on the 'Page' icon to see the previous version of the contract.

After submitting a new order from the admin area, an email with a link to view and accept the contract will be sent to the client if only the service has a contract template assigned.
You can resend the email from here.

On the main page, you can see the name of the client with the service used, the recurring payment amount for their product, and contract details such as signing and ending dates, length and status.
Use action buttons to edit, cancel or delete contracts. If you use the edit button, you will be moved to a full view of the contract.

You are allowed to modify the content, status and details of this very contract. Note that used 'Contract Content' will not be altered, only the signed item.

Thanks to that, you may always come back to the original.
In this step you may also add notes for future reference. Make sure to save changes.

First of all, select the client. Then pick the service the uploaded contract is related to, or select none if your contract is an independent document.
Choose the contract length: strict period or a custom length; note that the ending date is selected automatically based on the contract length.
Select the contract's status and renewal type. Specify if cancellation is allowed. If you have the contract in the form of a file, you can upload it here.
Finally, you may also add your private notes. Confirm changes to finalize the action.

These are:

• Recently Signed Contracts
• Recently Ended Contracts (including finished, canceled and broken ones)
• Contract Summary
• Revenue Summary

Prepare translations for the original English files with this handy built-in tool. For specific instructions on how to use this tool please refer to its dedicated article, you will find it here.

Use the action buttons to see details or delete each log entry. Multiple logs can be deleted at once by utilizing the mass selection function.

In order to configure the two modules to work together move to 'Advanced Billing addon' → 'Configuration' and find the product you want to work with.
Move to 'Settings' → 'Recurring Billing' section, as billing type select 'Bill On Invoice Generation' option.
Learn more about Advanced Billing configuration here.

• The invoice has not been paid - module counts the number of days set up in configuration 'penalty after x days' until the moment the payment is noted in the system.
• The client has sent a cancellation request for the product.

Ensure successful completion of the module update by carefully following each step, thereby preventing data loss or any unforeseen issues.
Additionally, you will find a current list of supplementary actions necessary for a smooth update process there.

This will ensure all potential conflicts are avoided. Your data will be migrated to the new version of the module after its activation.
However, the connection between the module and the sign providers will need to be re-established, because of new redirect URIs.
You can find instructions on how to do this in the Sign Types section.

Opt for the Open Source version of your Recurring Contract Billing For WHMCS module to unlock these benefits.
Simply click on either the Get Source Code or Upgrade To Lifetime button found on the product's page in our client area to complete the one-step upgrade process, with a dedicated discount already applied.

Follow a comprehensive guide covering the transition process, the advantages it brings, and step-by-step instructions on what to do next after the order has been successfully finalized.