HTML to PDF for business documents: invoices, CVs, certificates and more

Which settings each business document needs, what an invoice must include, and a tested template for every common document.

Updated · 6 min read

HTML is a good way to make business documents: you control every detail, you can fill it from your own data, and the same template works for one document or a thousand. These are the documents people convert most, each with a template we’ve tested.

Three PDF pages side by side: a VAT invoice with a teal header, line items and totals; a printable volunteer application form with write-in lines and checkboxes; and an A4 sheet of ten name badges.
Three templates from this hub, rendered by the converter: an invoice, a printable form and a badge sheet.

Pick your document

DocumentPaper and marginsTemplate
Invoice or quoteA4 or Letter portrait, 10 mmHTML invoice to PDF
CV or résuméA4 or Letter portrait, 10 mmHTML CV to PDF
CertificateA4 or Letter landscape, 0 mm with inner paddingCertificate template
Printable formA4 portrait, 10 mmPrintable form
Name badgesA4, 0 mm set in CSSBadge sheet
Report with tables and chartsA4 portrait, landscape for wide tablesTables, charts
Email or receiptA4 portrait, 10 mmHTML email to PDF

Invoices: what to include

In the UK, GOV.UK lists what an invoice must include. Our sample invoice above covers each item:

  • A unique invoice number.
  • Your business name, address and contact details, and the customer’s company name and address.
  • A description of what you’re charging for, and the supply date.
  • The invoice date, the amounts charged, VAT if it applies, and the total owed.

Limited companies must use their registered name, and VAT-registered businesses need extra details, so check the official guidance for your situation. Other countries have their own rules.

Rules that make every business document look professional

  • Keep totals and signatures whole. Put break-inside: avoid on the totals block, as our invoice case study shows.
  • Repeat table headers. Long line-item tables need a <thead>: tables to PDF.
  • Line up numbers. font-variant-numeric: tabular-nums and right alignment keep amounts in neat columns.
  • Use a font the converter has, or load one from a public URL: fonts and images.
  • Use a sharp logo, ideally SVG: sharp logos.
  • Add page numbers to anything longer than one page: page numbers and footers.
  • Mark drafts with a watermark until they’re final: add a watermark.
  • Make it accessible: a <title> and a lang attribute go straight into the PDF: accessible PDFs.

From one document to hundreds

Once a template works, you can fill it from a spreadsheet and make one PDF per row: see mail merge to PDF, or call the free API from your own software. Before sending customer data to any online tool, read what happens to your document.