Sales orders
The VAT invoice is the billable document.
In short
Convert an accepted estimate into a VAT invoice in one click. There is no separate sales-order document. VAT rates are what you set on the lines. Stripe and PayPal collect payment; GoCardless is on Business+.
What you can do
From fulfilled to invoiced, correctly.
The VAT, the figures and the audit trail — all handled.
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VAT invoice
HMRC-required fields: who you are, VAT number if registered, lines, rates, totals.
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Recurring
Retainers and subscriptions without a sales-order layer.
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Collect
Stripe, PayPal; GoCardless on Business+.
Why it matters
Compliant invoicing, zero double entry.
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Credit notes
Sales → Credit Notes when you need to reverse.
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Reminders
Email → Payment Reminders.
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Reports
Debtor ageing from unpaid invoices.
FAQ
Sales order to VAT invoice: common questions
Do I need a sales order first?
No.
Can I invoice without an estimate?
Yes — create the invoice directly.
Does the invoice update stock?
Yes for tracked products when posted.
Is this MTD filing?
No. The invoice is a digital record.
Invoice is the order to cash
Bill from the invoice screen. Skip the imaginary SO.
Sales → Invoices. Convert from Estimates when you quoted first.