Recurring Contract Billing For WHMCS

Recurring Contract Billing For WHMCS

Developed By ModulesGarden

Compatible with WHMCS v8.10

ModulesGarden Recurring Contract Billing For WHMCS will give you the flexibility to offer your products and services through fixed-term contracts. Empowered to choose how long each contract lasts, you are no loner stuck with the predefined billing cycles, and can customize your setup to suit your specific invoicing needs.

This module makes it easy to control which products require clients to confirm a contract before placing an order. When you initiate an order in the admin area, the customer will be emailed a link to conveniently view and accept the conditions. You also have the option to upload contracts directly from the admin area for specific clients and services. Contracts can be created in multiple languages and can include a discount value as well as penalty amount for any breaches. Additionally, you can choose how they are signed - whether through a checkbox, file upload, or electronic signature.

You will be able to define the renewal type for each contract and manage additional settings, affording customers the ability to end it without facing any financial consequences - either during a trial period or within a specific timeframe before the contract expires. To ensure everyone stays informed, the module enables you to send notifications to your clients regarding their expiring contracts and renewal options. Along with this, it allows you to track essential statistics and logs through clear and accessible tables located right on the dashboard.

Ditch the ordinary! Invest in Recurring Contract Billing For WHMCS today and let it propel your business toward newfound levels of pricing and billing freedom.

Admin Area Features:

  • Create, View And Manage Signed Contracts
  • Create Multiple Contracts Per Product
  • Request Contracts Signing For Selected Service
  • View Recently Signed And Ended Contracts
  • View Contracts And Revenue Summaries
  • Configure Contract Content
  • Configure Contract Signature Types
  • Define Time Of Notifications Before Contract Renewal Expiration
  • Define Time After Which Contract Is Defined As Broken
  • Define Services Suspension Rules
  • Configure Sign Types
  • Customize Module Language Files With "Translations" Tool
  • View And Manage Logs

Contract Features:

  • Define Contract Content In Multiple Languages:
    • Create Contract Content With WYSIWYG Editor
    • Use Merge Fields For Contract Template
  • Create Contract Templates:
    • Assign Product To Contract Template
    • Define Discounts And Penalty Types
    • Define Multiple Contracts Sets For Specified Currencies And Billing Cycles:
      • Define Contract Length - Up To 5 Years
      • Define Discount And Penalty Amounts
      • Define Days Before Expiration To Cancel Contract Without Penalty
      • Define Trial Period Length
      • Define Time To Send Renewal Notification
      • View Total And Recurring Prices
      • View Amount Of Penalty
    • Choose Contract Signature Type:
      • Adobe Acrobat Sign
      • Checkbox
      • DocuSign
      • Dropbox Sign
      • File Upload
      • SignNow
  • Define Contract Length Selection Type:
    • Dropdown Menu
      • Radio-Button
  • Allow Orders Without Contract
  • Define Renewal Type:
    • Renewal Without Contract
    • Renewal With Contract
    • Cancel
  • Toggle Availability Of Cancellation Request

Client Area Features:

  • Choose Contract Length During Order
  • View Contract Content Before Accepting It
  • Sign Contract Using Configured Signature Type
  • View Details Of All Signed Contracts
  • View History Of Any Signed Contract
  • Receive Contract Email Notification Upon Order Creation

General Info:

  • Multi-Language Support With Custom Translations Tool
  • Supports PHP 8.1
  • Supports WHMCS Themes "Six", "Twenty-One" And "Lagom WHMCS Client Theme"
  • Supports WHMCS V8.10 Back To WHMCS V8.8
  • Requires ionCube Loader V12 Or Later
  • Easy Module Upgrade To Open Source Version

 

Reviews

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Craig Steinberg @craig5068

June 4, 2024 at 01:11:41 AM

Extremely buggy. Support is very slow to respond. They only seem to check their tickets once per day making it take weeks of back and forth. They advised me to update my version which then resulted in all the data being wiped and afterwards told me that I can no longer migrate the data because I upgraded (even though that is what they told me to do!).
The years keep resetting, the files you upload don't save. I suggest you wait until the stable version is actually stable because right now it is not.

  • 2 weeks ago

21st Webb @jacob3296

October 17, 2020 at 08:37:23 PM

No comment provided.

  • 3 years ago
  • Version Number 1.3.2
  • Edited

Patrick Logue @PLogue

October 2, 2017 at 02:18:56 PM

Support is fast. No issues as of yet, just general questions which are always answered fast!
The module has a range of useful features, should be part of the main product! Module Garden products complete the WHMCS experience for our business and we use several of their modules.

  • 6 years ago
  • Version Number 1.1.5

Tyson Buck @tyson5271

September 30, 2017 at 04:43:50 AM

Very helpful with our marketing plans which allow us to get contracts signed upon payment. Great add on if your needing contracts signed with any of you recurring billing services.

  • 6 years ago
  • Version Number 1.1.5

Thiago Paiva @tdzain

September 6, 2017 at 11:49:06 PM

We were looking for a specific solution that could help us with our system. The Recurring Billing Extended For WHMCS application is flexible, fantastic and perfect for anyone looking for addon functionality.

  • 6 years ago
  • Version Number 1.1.5

Raymond Belden @cherrymarket

March 16, 2017 at 02:13:29 AM

**Update 10/6/2017 ModulesGarden listened to our concerns and updated this module so it works to our specifications. There are some new updates added that we didn't realize were wanted. Happy customer overall!

This module has been in our system for a few months and it takes care of dedicated server contracts with ease.

Keep in mind this module only works with clients who have an account previously created in your system! The way the setup is currently, it gives the impression to the customer that they should be able to input their information and then be able to accept the contract. This is counter intuitive and could potentially frustrate a potential client. If it wasn't for this I would give this module a full five stars since everything else works as described.

  • 7 years ago
  • Version Number 1.1.4
  • Edited

Version Compatibility


Compatible with WHMCS v8.10

Full Version Compatibility


  • Selected versions of WHMCS v8.10
        8.10.0
  • Selected versions of WHMCS v8.9
        8.9.0
  • Selected versions of WHMCS v8.8
        8.8.0

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Developed By ModulesGarden

Changelog

v2.0.0 Released May 29th, 2024

Latest Version


  • New Feature: Stable release Note: Please follow the update instructions to migrate data from the previous module version without errors.
  • Improvement: Improved display of the field with an uploaded signed contract
  • Improvement: Adjusted HTML editor styles for contracts preview in the client area
  • Improvement: Contract history will include the first sign date of the contract
  • Improvement: Restored "Radio-Button" option for the contract length field type
  • Improvement: Added more information in the client and service search fields when creating a contract in the admin area
  • Improvement: Added "{acceptUrl}" merge field variables containing plain URLs for sign contract notifications
  • Improvement: Added "Cron Guide" for easier setup in the module utilities configuration
  • Improvement: Added support for numerous merge field variables for contract content
  • Improvement: Added assorted field validations for specific configurations
  • Improvement: Revised names and content of the module email templates
  • Improvement: Support for Smarty conditions within contract content - case #224
  • Improvement: Maintenance update and stability optimizations
  • Improvement: Many other UI, language, tooltips and notifications adjustments
  • Removed: Support for WHMCS V8.7 and previous
  • Changed: Renamed "Adobe Sign" to "Adobe Acrobat Sign"
  • Bug Fix: Solved issue where clients were unable to order a service without a contract
  • Bug Fix: Eliminated exception error that could occur when attempting to cancel and delete orders - case #202
  • Bug Fix: Resolved problem where the log times did not accurately correspond with the current server's time zone
  • Bug Fix: Solved issue where email messages from Adobe Acrobat Sign were not received when requesting contract signing - case #233
  • Bug Fix: Added missing support for multi-language email templates sent through the module - case #172
  • Bug Fix: Fixed migration issues with the configured sign types from the previous module version - case #205
  • Bug Fix: Minor adjustments related to closing the date-picker modal
  • Bug Fix: Contact "Ending Date" should now be properly updated after changing the contract "Length"
  • Bug Fix: Corrected issue where discounted prices for contract signing were not properly refreshed when changing the product billing cycle
  • Bug Fix: Fixed support for Cyrillic letters in Smarty functions for contract content - case #229
  • Bug Fix: Adjusted placement of contract sign field on the "Lagom WHMCS Client Theme" - case #230
  • Bug Fix: Client custom field will now be properly displayed in the contract content when using merge field variables - case #252
  • Bug Fix: Corrected sorting by date in the contract history table
  • Bug Fix: Adjusted calculations for current and estimated yearly revenue on the dashboard summary
  • Bug Fix: Added support for saving more "Related Item" types in the "Log" entries
  • Bug Fix: Other code corrections and framework adjustment

 

Previous Versions


v1.5.1 Released January 16th, 2024

View/hide detailed changelog

  • New Feature: WHMCS V8.9 support
  • Bug Fix: Fixed issue with the "The UserID does not have a valid membership in this Account" error that could occur after accepting a contract with DocuSign integration - case #347

 

v1.5.0 Released November 29th, 2023

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  • New Feature: WHMCS V8.8 support
  • New Feature: Add signed contracts with flexible durations and amounts, without the need to assign them to any services - case #344, #350
  • Removed: Support for WHMCS V8.5 and previous
  • Bug Fix: Dynamic update of the total cart amount will now be correctly performed when selecting the contract length affecting the price - case #337
  • Bug Fix: Eliminated case where trying to manually add a contract to a product without an assigned order could lead to a fatal error - case #310
  • Bug Fix: Other minor code corrections

 

v1.4.2 Released April 19th, 2023

View/hide detailed changelog

  • New Feature: WHMCS V8.7 support
  • Improvement: Added OAuth V2.0 support for DocuSign - case #225
  • Removed: Support for WHMCS V8.3 and previous
  • Removed: Support for PHP 7.3 version
  • Removed: OAuth V1.x support for DocuSign since it is no longer used
  • Bug Fix: Solved problems with missing signatures on contracts accepted via the admin area upload or order
  • Bug Fix: Fixed operation of the contract "Cancellation Prohibited" option - case #332
  • Bug Fix: Corrected integration with the "Lagom WHMCS Client Theme"
  • Bug Fix: Other minor code corrections and improvements

 

v1.4.1 Released December 7th, 2022

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  • Bug Fix: Resolved problem with ordering a service without a contract template created - case #307
  • Bug Fix: Eliminated "ParseError: syntax error, unexpected 'default' (T_DEFAULT)" error that might have occurred in the checkout - case #305
  • Bug Fix: Fixed issue that might have prevented the non-logged in clients from completing the order - case #312
  • Bug Fix: Other minor code corrections

 

v1.4.0 Released September 29th, 2022

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  • New Feature: WHMCS V8.5 and V8.6 support
  • New Feature: Support for PHP 8.1 version
  • New Feature: Upload contracts directly from the admin area for selected clients and related services - case #228
  • New Feature: 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 - case #196
  • New Feature: Choose whether to display the contract length options in the form of a dropdown menu or radio buttons - case #147
  • New Feature: Provide the exact position of the signature, using X/Y coordinates and the page number on the DocuSign agreement
  • New Feature: Add notes to the signed contracts in the admin area
  • Improvement: Added support for Lagom WHMCS Client Theme 2.X
  • Improvement: Added support for "text area", "text box" and "password" client custom fields on agreements - case #157
  • Improvement: Added support for "Tax ID" of available contract client merge fields - case #137
  • Improvement: Added notification that all fields must be filled in, before the client can accept the contract - case #134
  • Improvement: Adjusted integration codes to improve compatibility with the order form templates
  • Changed: The module name changed to "Recurring Contract Billing For WHMCS"
  • Removed: Support for WHMCS V8.2 and previous
  • Bug Fix: Fixed SQL error that might have occurred when trying to set a contract for services with free or one-time billing cycle - case #193
  • Bug Fix: Adjusted notifications window and upload contract file button displayed in the client area
  • Bug Fix: Resolved problem where some of the filled out client fields were not correctly passed to contract for not-logged-in clients
  • Bug Fix: Corrected calculation of the total contract price when a discounted amount is provided
  • Bug Fix: Fixed missing client language for merge fields used in contract
  • Bug Fix: Other code corrections, UI, and language improvements

 

v1.3.6 Released March 16th, 2022

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  • New Feature: WHMCS V8.3 and V8.4 support
  • Improvement: Reduced module size by removing redundant mPDF library fonts that were not used by the module
  • Removed: Support for WHMCS V8.0 and previous
  • Bug Fix: Minor button adjustments related to "Twenty-One" theme
  • Bug Fix: Eliminated problem with inability to authorize Adobe Sign access due to "use_oauth_v2_apis" error - case #219

 

v1.3.5 Released August 9th, 2021

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  • New Feature: WHMCS V8.2 support
  • Removed: Support for WHMCS V7.10 and previous
  • Bug Fix: "Accept contract terms" checkbox will no longer look like disabled when using Lagom theme

 

v1.3.4 Released May 13th, 2021

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  • New Feature: WHMCS V8.1 and "Twenty-One" theme support
  • New Feature: "DocuSign Phrase" configuration - provide a phrase located in the document that will be then used to place a customer's signature below - case #178, #186
  • Improvement: Added "URL Shard" field for Adobe Sign configuration that allows using other than the "eu1" server locations - case #202
  • Improvement: Added support for "{$contract.current_date} merge field variable for contract content details - case #198
  • Removed: Support for WHMCS V7.9 and previous
  • Removed: Support for PHP 7.1 version
  • Bug Fix: Created PDF formatting will be now properly exported through API to the AdobeSign and DocuSign platforms - case #176
  • Bug Fix: Resolved problem where contract merge field variables could have been incorrectly displayed in the generated document based on the latest added configuration instead of the actual one chosen by a client - case #182
  • Bug Fix: Fixed missing Redirect URI for DocuSign configuration - case #200
  • Bug Fix: Resolved problems with redirections to DocuSign and AdobeSign authentication servers - case #201
  • Bug Fix: Minor adjustments to viewing contract details - case #203
  • Bug Fix: Other code corrections

 

v1.3.3 Released November 19th, 2020

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  • New Feature: WHMCS V8.0 and PHP 7.4 support
  • Improvement: Adjusted provided integration code to match the latest WHMCS releases - case #171
  • Removed: Support for WHMCS V7.8 and previous
  • Removed: Support for PHP 7.0 and previous
  • Bug Fix: "My Contracts" menu in the client area will no longer be available for not logged in users - case #163
  • Bug Fix: Disabled DocuSign certificates verification due to returned API call errors - case #169

 

v1.3.2 Released June 4th, 2020

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  • Removed: Support for WHMCS V7.7 and previous
  • Bug Fix: Resolved integration issue with DocuSign when accepting the contract - case #158
  • Bug Fix: Corrected compatibility with "Control Theme" - case #159

 

v1.3.1 Released April 2nd, 2020

View/hide detailed changelog

  • New Feature: WHMCS V7.10 support
  • Improvement: Added support for the product setup fee ($setup_fee) merge field variable for the contract content template - case #150
  • Bug Fix: Corrected issue with SQL error that might have occurred when the unregistered client wanted to view a contract - case #149
  • Bug Fix: Resolved problem with the lack of data submitted from client custom fields when the unregistered client tried to order a new package and accept a contract - case #151
  • Bug Fix: Solved issue with redirection from DocuSign eSignature configuration if WHMCS admin folder was moved to the custom path - case #154

 

v1.3.0 Released December 19th, 2019

View/hide detailed changelog

  • New Feature: WHMCS V7.9 support
  • New Feature: Client custom fields can be now used as the available merge fields variables when creating contract content - case #146
  • Removed: Support for WHMCS V7.6 and previous
  • Bug Fix: Resolved issue when after editing a contract, its time of "Signing Date" might have been reset to 00:00:00
  • Bug Fix: Corrected language record for the "View PDF" button in the "Contract History" section
  • Bug Fix: Minor security corrections

 

v1.2.5 Released November 18th, 2019

View/hide detailed changelog

  • Improvement: Added ability to change the default "doc" contact's PDF file name in a language file - case #140
  • Improvement: The "year" and "years" records can be now translated separately
  • Removed: Header and footer from PDF files
  • Removed: Support for WHMCS V7.5 and previous
  • Bug Fix: The penalty will be charged properly basing on the invoice due date not as previously on the invoice date
  • Bug Fix: Resolved issues with a callback URL used for Adobe Sign and DocuSign authentication

 

v1.2.4 Released March 25th, 2019

View/hide detailed changelog

  • Removed: Support for WHMCS V7.4 and previous
  • Bug Fix: Resolved issue with accessing "Dashboard" section after manually changing the billing cycle to free of a product/service displayed in the recently signed contracts section - case #116

 

v1.2.3 Released February 28th, 2019

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  • New Feature: WHMCS V7.7 and PHP 7.3 support
  • Removed: Support for WHMCS V7.3 and previous

 

v1.2.2 Released October 19th, 2018

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  • Bug Fix: Corrected generation of PDF files that were displayed in the landscape mode instead of portrait - case #130
  • Bug Fix: Resolved authorization issues with Adobe Sign

 

v1.2.1 Released April 24th, 2018

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  • New Feature: WHMCS V7.5 support
  • New Feature: PHP 7.1 and 7.2 support

 

v1.2.0 Released October 5th, 2017

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  • New Feature: Choose the contract's signature type: the checkbox tick, file upload, Adobe Sign or DocuSign solutions
  • New Feature: Define the number of days before the contract expiration during which it can be cancelled without penalty
  • Improvement: Language file now supports plural suffixes related to time intervals (as in Spanish)
  • Improvement: Many assorted UI and language adjustments
  • Removed: Navigation bar integration code for header.tpl file - it is now automatically handled by the module
  • Bug Fix: Resolved issue with expanding the menus in the module tab in the client area
  • Bug Fix: Corrected revenue calculation in the dashboard statistics
  • Bug Fix: Surmounted minor issues occurring on deletion of contracts
  • Bug Fix: Assorted code corrections

 

v1.1.5 Released June 8th, 2017

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  • New Feature: WHMCS V7.2 support

 

v1.1.4 Released October 28th, 2016

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  • New Feature: PHP 7 support

 

v1.1.3 Released October 14th, 2016

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  • New Feature: WHMCS V7 support
  • Bug Fix: Validate if client exists when accepting contract via 'standard' cart

 

v1.1.2 Released August 17th, 2016

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Improvement: Compatibility with client area templates custom modifications

 

v1.1.1 Released July 12th, 2016

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  • Bug Fix: Handle service cancellation request

 

v1.1.0 Released May 11th, 2016

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  • New Feature: Toggle availability of 'Cancellation Request'
  • New Feature: Define contract renewal type: renew with or without contract or terminate it
  • New Feature: Define contract content in multiple languages
  • New Feature: Send email with information about renewal possibility - depending on renewal type
  • Improvement: Display statistics in multiple currencies

 

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