HaloPSA A4 HTML Template Redesign (Invoice & Quote)

We’re a young, passionate UK MSP refreshing our HaloPSA document templates.
Phase 1 focuses on invoice and quote templates; we’ll extend to contracts and sales orders once we’re happy.

Important: HaloPSA exports templates as HTML (often to PDF). Your HTML/CSS must render cleanly on A4 (210 × 297 mm) with reliable print output.

The logo will be automatically pulled from HaloPSA, so no image embedding is required.
The layout should be clean, single-page, and designed to fit neatly on an A4 sheet when printed or exported to PDF.

We’ll implement and test in-house for security, so we require full HTML/CSS files (no platform access needed).

Scope of Work:

Redesign and modernise our invoice and quote templates in HaloPSA
Apply our brand through layout, colours, and typography
Create clean, consistent, highly readable single-page designs
Ensure A4-safe HTML/CSS with robust print styling and page-break control
Provide HTML/CSS files and short implementation notes for our secure internal testing

A4 / Print Requirements (Acceptance Criteria):

A4 page sizing: use @page { size: A4; margin: 12–20mm; } (no US Letter assumptions)
Single-page layout that prints and exports cleanly
Consistent margins and spacing so totals/signatures never clip
Controlled page breaks using page-break-before/inside/after (or break-*)
Header/footer layout must not overlap content on print/export
Fonts: web-safe or embedded; include fallbacks such as Inter, Segoe UI, Arial, sans-serif
Images: no external assets or logo embeds (logo is pulled from HaloPSA)
Tables: responsive widths; numeric columns right-aligned; totals clearly highlighted
VAT-ready with clear UK VAT rows, registration number, totals, and rounding
No external JS; CSS inline or in a single embedded block preferred
Provide print-to-PDF preview showing how the layout renders cleanly on one page

Deliverables:

Invoice and Quote templates as production-ready HTML/CSS (A4 print-optimised)
PDF preview examples of both templates
Implementation notes covering where to paste HTML/CSS in HaloPSA and any limitations
(Future phases: Contracts and Sales Orders.)

Ideal Freelancer:

Experience customising HaloPSA or similar PSA systems
Strong HTML/CSS for print-focused documents
Good understanding of modern, minimalist design
Familiarity with UK VAT formatting is a plus

Style & Tone:

Modern tech feel, clean layout, friendly yet professional presentation.

Security & Handover:

We’ll handle all testing internally. Please deliver standalone HTML/CSS files with no external dependencies.
No platform credentials or remote access required.