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 transparent manner on the dashboard.

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

In the most recent versions of the module, you will find only one package that supports PHP 7.2 and later.

The first one that supports PHP 5.6 up to PHP 7.1, and the second one addressed to PHP 7.2 up to PHP 7.4.
Note: Keep in mind that PHP versions 5.6 up to 7.1 are no longer officially supported and their security issues are not fixed or released any more. Find more info here.

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

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

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

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'.

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

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

• WHMCS V6 x.x. and V7
  

Module requires alterations into your order form template. Open your currently used order form and follow the instructions.
You will find it in: yourWHCMS/templates/orderforms/yourOrderForm/viewcart.tpl

Find line:

{if $securityquestions && !$loggedin}

Insert this code snippet above that line:

 <div class="sub-heading" id="recurring-biling-contracts">
    <span>{$contractTitle}</span>
</div>
{$contractOutput} 

This is how a properly inserted code should look like:

• WHMCS V5 x.x
  

Open your currently used order form and follow the instructions.
You will find it in: yourWHCMS/templates/orderforms/yourOrderForm/viewcart.tpl

Find line:

{if $securityquestions && !$loggedin}

Insert this code snippet above that line:

<div class="signupfields">
        <h2>{$contractTitle}</h2>
        {$contractOutput}
    </div>

This is how a properly inserted code should look like:

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

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

• Type in the 'Name' of a contract
• Fill out the filed with 'Content', you may use 'Available Merge Fields' to do so
  • Client Fields
  • Product Fields
  • Contract Fields
• Use advanced edition tool to perfectly shape the contract.
  
• Compose the contract translation, just select required language from a dropdown menu and type in the translated content.

Do not forget to 'Save' the changes once you have finished.

Use action buttons to edit the contract or delete it if you are sure it is useless.

• Adobe Sign
• DocuSign
• File Upload

Note: The checkbox sign method does not require any configuration, so it is not visible in this tab, 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 API 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 'Configure OAuth for Application' .
6. While there, you will find your 'Client ID' and 'Client Secret' which are required for the configuration. Please keep them safe.
7. Next, you need to provide a proper callback 'Redirect URIs' from your WHMCS installation in the following format:

https://yourdomain.com/includes/RecurringBilling/getCode.php

Note: Provided URI also has to start with https:// . You will find the already customized address in your module sign types configuration.
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 'Save' 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.

10. 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 'API and Keys' tab from the left menu.
3. Now press the 'ADD APP/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. Provide your app name.

5. You should now see the 'Integration Key' . Save the 'Integration Key' which is your 'Client ID' that you will use at a later stage of the configuration.
6. Add 'Secret Key' and optionally links to your 'Privacy Policy' and 'Terms of 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/includes/RecurringBilling/getCodeESignature.php

Note: You will find the already customized address in your module sign types configuration.

8. Now return to the configuration of the WHMCS module and where you can enter the previously obtained data, but first choose if you are using demo environment.
Next provide:

• Client ID - it is your 'Integration Key'
• Client Secret - it is your early created 'Secret Key'
• Client Email - use the one from your 'DocuSign login'
• Client Password - use the one from your 'DocuSign password login'

Do not forget to 'Save' first because only then you will be able to 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.

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

The values provided here must be given as bytes (B) units. E.g.:

• 1024 B = 1 KB
• 1048576 B = 1024 KB = 1 MB
• 1073741824 B = 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 '1048576' and '8388608' values accordingly.
If you do not want to limit the uploaded file sizes, leave '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 'Add New' to begin.

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

• Adobe Sign
• Checkbox
• DocuSign
• File Upload

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

• Renew with contract
• Renew without contract
• Cancel
  

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

You will find there a payment type and the price, number of signed contracts and a checkbox,
which, when selected, allows to order assigned product without the need to accept this contract.
Press '+' to see more.

• Length - how long such contract shall last
• Promo Amount - as fixed amount or percentage, depending on the previously selected type in the template form
• Penalty Amount - as fixed amount or percentage, depending on the previously selected type in the template form
• Days To Cancel - number of days to the end of the contract from which the customer will no longer have to pay a cancellation penalty
• Trial Period - number of days when a client may resign from the contact without any consequences or giving reason of resignation
• Notice Time - define time when a renewal notification will be sent
  

Next to each of the options (except 'Trial Period') there will appear counted pricing of product.
Remember to 'Save' the changes again.

Move to 'Setup' → '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 daily cron run.

'Save' the changes once your configuration is ready.

Note: 'Checkbox' method is used in the following example.

Note, if you are working with WHMCS V 5 x.x., you will find 'Service Contracts' tab in your navigation menu under 'Billing' section.

Use action buttons to:

• view the contract details page
• open a PDF version of the contract
• see the contract content changes history

View PDF to see the previous version of the contract.

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

Thanks to that, you may always come back to the original, restore it (changes made will be overwritten with the previous content) or view PDF version.

These are:

• Recently Signed Contracts
• Recently Ended Contracts (including finished, canceled and broken ones)
• Contract Status
• Logs

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.
• Client has sent a cancellation request for the product.

Keep in mind there is a quick and easy option in our client area that will let you upgrade the license of your module to an open source version at any time - and at a lower price!
To take advantage of it, simply use the License Upgrade button located on the product's page and a discounted invoice will be generated automatically.