Convert the estimate to an invoice, not a sales order.
In SwiftBooks Pro, estimate-to-sales-order conversion turns an accepted quote into a confirmed sales order with a single click — carrying across every line item, quantity, price, currency and customer detail, with no re-keying and a full audit trail from quote to order to invoice.
From accepted to actioned in seconds.
No copying, no re-keying, no transcription mistakes.
Send the estimate
Sales → Estimates. Customer can accept online.
Convert
One click creates the invoice from the accepted quote.
Get paid
Stripe/PayPal pay-by-link, or record Payments Received.
Start fulfilling the moment you win.
Lines carry over
Quantities, rates and VAT come from the estimate.
Portal
Online accept is the estimate portal — not a sales-order acknowledgement.
Inventory later
Tracked SKUs reduce on-hand when you invoice.
Estimate to sales order in one click: common questions
Where is New Sales Order?
There isn't one. Use Estimates, then Invoices.
Does converting reserve stock?
No. Stock moves on the invoice for tracked items.
Is multi-currency on every plan?
Invoicing in other currencies is Business and above.
Can I convert only part of an estimate?
Convert, then edit the draft invoice quantities if you are billing a stage.
The click is estimate to invoice.
See also Sales → Estimates in the admin sidebar — that is the live screen.