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Folioline documentation1.x
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Getting started

Installation

Install Folioline from your purchase, activate the license, fill in your seller details and issue your first invoice.

Folioline comes as a zip file with your purchase from extendiment.com.

Install the plugin

  1. Make sure WooCommerce is installed and active. Folioline won't activate without it.
  2. Download folioline.zip from your purchase email or your account on extendiment.com.
  3. Go to Plugins → Add New Plugin → Upload Plugin, choose the zip, then Install Now and Activate.
  4. Enter your license key under Folioline on the Plugins screen, so updates arrive (see Licenses and updates).

Activating Folioline adds:

  • WooCommerce → Invoices: every invoice and credit note, the registers for your accountant and the OSS report.
  • WooCommerce → Folioline: the settings.
  • A Documents box and a VAT box on the order screen, and an Invoice column and an Issue invoices bulk action on the orders list.
  • A VAT number field in the Checkout block, the classic checkout and My Account → Addresses.
  • Invoice buttons and a Documents table in My Account → Orders.

Your orders, products and tax rates aren't changed. Folioline doesn't issue invoices for orders placed before it was activated, unless you ask it to.

Before the first invoice

An issued invoice never changes, so set up what goes on it first.

  1. Check your store address under WooCommerce → Settings → General. It is the seller address on every invoice.
  2. Go to WooCommerce → Folioline. On the Seller tab, fill in your Company name, VAT ID, and, if your country asks for them, Tax number and Commercial register. Add your Email, Phone, bank details and Logo.
  3. On the Numbering tab, check the Invoice number format. The preview shows the next number.
  4. On the Documents tab, check Issue invoices at: Processing and Completed are ticked to start with.
  5. Click Save Changes.

Tip

Moving from another invoicing tool? Set First invoice number on the Numbering tab to the number after your last invoice, so the series carries on.

Your first invoice

Place a test order, or take an order that is waiting, and mark it Processing or Completed. Folioline issues its invoice straight away:

  • an order note says "Invoice INV-2026-00001 issued.";
  • the Documents box on the order screen shows the invoice with links to its PDF;
  • the invoice PDF goes with the customer's Processing order or Completed order email.

For orders that already had those statuses before you installed Folioline, select them on the orders list and choose Issue invoices from Bulk actions.

What's next