Sales order software UK SMEs fulfil & bill faster.
SwiftBooks Pro is online sales order software for UK SMEs: convert approved estimates into VAT invoices in one click. There is no separate sales-order document in this login — Sales is Estimates → Invoices. Tracked stock updates when you invoice — across the full quote-to-cash cycle.
What is sales order software?
Sales order software in many products is a fulfilment document between quote and invoice. SwiftBooks Pro does not have that document. You quote on Estimates, bill on Invoices, and tracked stock moves when the invoice posts.
If you need staged work, raise a deposit invoice then another, or invoice unbilled time from a project. Do not look for a fulfilment kanban — it is VAT invoices stay in the ledger; filing is not from here.
SwiftBooks Pro is online sales order software UK SMEs use to run a clean quote-to-cash process — from Bristol distributors and Manchester wholesalers to Edinburgh agencies and London limited companies. Every paid plan includes estimates, invoices and one-click conversion. Multi-currency invoicing is on Business and above.
From estimate to invoiced — without rekeying.
SwiftBooks Pro carries every customer, line item and VAT rate from the estimate onto the invoice. That is the trail. Stock on tracked products moves when the invoice posts.
Order management built for UK SMEs.
Whether you are a limited company wholesaler in London or a sole trader distributor in Cardiff, these tools keep every order tracked from confirmed to invoiced.
Estimate to invoice in one click
Once your estimate is approved, convert to invoice. Lines, VAT rates and customer details carry across — no rekeying. There is no Convert to Sales Order button.
Learn more → ★ FulfilmentStage billing on invoices
There is no dispatch board. Raise a deposit invoice, then another, or invoice unbilled hours from a project. Stock only moves for quantities you actually invoice.
Learn more → ★ InventoryStock moves when you invoice
Tracked products reduce on-hand when the invoice posts — not when the estimate is accepted. Check Catalog → Inventory before you bill goods.
Learn more → ★ BackordersLow stock flags — then you decide
Reorder level on the product flags the list. There is no backorder document. Wait to invoice, or bill a deposit as a service line, and raise a PO to replenish.
Learn more → ★ GlobalMulti-currency invoicing (Business+)
Quote and bill in the customer currency on Business and above. There is no separate multi-currency sales-order form. Solo is GBP-centric invoicing.
Learn more → ★ InvoicingEstimate (or blank) to VAT invoice
Create the invoice from the estimate or from scratch in Sales → Invoices. Sequential numbering, VAT rates, pay-by-link.
Learn more →Quote-to-cash without a fake sales-order module.
SwiftBooks Pro is estimates and invoices for UK B2B. If work happens in stages, bill in stages. If it is time, use projects and timesheets. That matches the sidebar.
- ✓ Net, VAT and gross totals on every order line
- ✓ Standard (20%), reduced (5%), zero-rated & exempt
- ✓ Invoice the quantity you are billing
- ✓ Reorder flags on products; stock on invoice post
- ✓ Multi-currency invoices on Business+
- ✓ Estimate send + online accept portal
- ✓ Full audit trail — estimate ↔ order ↔ invoice
- ✓ Convert estimate to VAT invoice
- ✓ Advisor access for accountants & bookkeepers
Estimates and invoicing — joined up.
There is no middle sales-order document. SwiftBooks Pro links estimates and invoices: approved quote becomes a VAT invoice, paid invoice feeds the ledger. Pay-by-link is Stripe and PayPal on every plan. GoCardless Direct Debit is on Business and above.
Sales order software UK — honest competitor view.
Benchmarked against leading UK cloud accounting brands. Sales orders are a notable gap on several entry tiers — treat pricing as indicative and confirm on each vendor's site.
| Feature | SwiftBooks Pro | Xero | QuickBooks | Sage |
|---|---|---|---|---|
| Free plan for sole traders | £15 Solo ex VAT after trial | ✗ | ✗ | Basic only |
| Starting price (per month) | £15 Solo ex VAT | £16 Ignite | £15 Simple Start | £15 Start |
| Estimates convert to invoices (no separate sales-order document) | ✓ All paid plans | ✗ (use quotes) | Premium only | Paid plans |
| Estimate → invoice conversion | ✓ | ✗ | Premium only | Paid plans |
| Partial & staged fulfilment | ✗ Separate invoices | Workaround only | Premium only | Paid plans |
| Backorder & out-of-stock handling | ✗ Low-stock flags | ✗ | Premium only | Paid plans |
| Live inventory reservations | ✗ On invoice post | Paid plans | Premium only | Paid plans |
| Estimate → invoice (1 click) | ✓ | ✗ | Premium only | Paid plans |
| VAT-aware line totals | ✓ | ✓ | ✓ | ✓ |
| Multi-currency invoices | ✓ Business+ | Premium only | Premium only | Paid plans |
| Sales order limit on entry plan | Unlimited | n/a | n/a | Unlimited |
Prices correct as of May 2026, excluding VAT. SwiftBooks Pro does not have a separate sales-order document either — the live flow is Estimates → Invoices, the same shape as Xero quotes. That is what this login does. Feature availability subject to change. See our full comparison →
What quote-to-invoice actually does.
There is no sales-order document. Sales → Estimates, accept online, convert to invoice.
For staged work raise a deposit invoice then another, or invoice unbilled time from a project.
VAT stays in the ledger.
Sales order software UK — FAQs for SMEs.
Direct answers on estimates, invoices and why there is no sales-order screen.
What is sales order software?
Sales order software(sometimes called order management software) is a tool that records a confirmed customer order before the goods or services are delivered and invoiced. Many products use a sales order between quote and invoice. SwiftBooks Pro does not. Quote on Estimates, bill on Invoices. Tracked stock moves when you invoice.
What is the difference between a sales order and an invoice?
A sales order in many products is a fulfilment document between quote and invoice. This login does not have one. Sales is Estimates → Invoices. Convert an accepted estimate to a VAT invoice in one click. Tracked stock moves when the invoice posts, not when the quote is accepted.
Can I convert a sales order into an invoice in SwiftBooks Pro?
Convert the estimate instead. Sales → Estimates → convert to invoice copies customer, lines, quantities, VAT and totals onto a draft invoice. For a staged job, edit quantities on that invoice and raise another later — or invoice unbilled time from a project.
Does SwiftBooks Pro support partial and staged fulfilment?
There is no sales-order fulfilment kanban. Bill in stages with successive invoices, or convert the estimate and reduce quantities on the first invoice. Projects and timesheets cover time-based stages.
Can sales orders be linked to inventory in SwiftBooks Pro?
Estimates do not reserve stock. When you invoice a tracked product, on-hand quantity in Catalog → Inventory falls (FIFO or WAC). Low-stock flags use the product reorder level. Inventory is on Business and above.
Can I convert an approved estimate into a sales order?
No — convert it to an invoice. The live workflow is estimate → invoice. Online accept lives on the estimate portal.
Is there free sales order software for UK sole traders?
There is no free-forever plan. After a 30-day trial, Solo is £15/month ex VAT and includes estimates and invoices. Stock tracking is on Business and above. Native apps are not live — use the browser.
How does SwiftBooks Pro sales order software compare to Xero or QuickBooks?
Like Xero quotes, SwiftBooks Pro does not ship a separate sales-order document. Quote on Estimates, bill on Invoices, move stock when you invoice tracked items. That is the honest comparison — not a fake native-SO tick.
Sales order software UK SMEs fulfil & bill faster.
Estimates and invoices in the browser: quote in Sales → Estimates, convert to a VAT invoice when the customer accepts. There is no separate sales-order document. 30-day trial, then Solo at £15/month ex VAT.