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dealing with contracts


snake

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how do folks deal with contracts and contract periods, since WHMCS has no built in way to handle this.

 

So I need to enforce contract periods for certain products, 1 year, 2 year etc, even if they pay monthly, so customers cannot cancel before the end of the contract term.

It would also be nice if I could somehow get them to electronically sign and accept a contract as well through WHMCS.

 

Is there and modules that do this.

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You can't directly get them to sign, however, you can have a PDF stored in the account.

What I would do were it up to me is this

 

1: Do not setup the account automatically

2: In your welcome email, have a statement such as this:

 

When signing up for an account, you agreed to <insertcontractlengthhere> . Before your account can be activated, we need for you to download the following PDF (urlhere) , sign it, scan it and mail it back to us.. This will be stored on your account. Once your agreement has been received and linked to your account , we will activate your account.

 

Have the agreement drawn up, signed by the user and mailed back to you

Once you get it back, go to the user's profile page (from admin), about halfway down, you'll see "Files". Upload that there, then activate whatever accounts you need

It's not really an 'automatic' solution by any means, but it works.

 

Also, you'll want to make sure that the ability for the client to cancel the product themselves is removed. To do this, go to admin -> setup -> other, untick 'show cancellation link'

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So I need to enforce contract periods for certain products, 1 year, 2 year etc, even if they pay monthly, so customers cannot cancel before the end of the contract term.

Add a custom field of "earliest cancellation date" and a hook to set it on activation to today+min-period in the db

Then around the cancel button wrap some code to check today >= ecd

 

 

Almost anything can be done with WHMCS with enough pre-planning :)

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