Expected duration: 3 - 4 weeks 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.
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