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DocketPeak / Branded billing templates

Your firm’s identity.
On every bill.

Give invoices and statements their own logo, logo placement, colors, and footer message. Preview the PDF before saving your template and keep issued documents consistent.

Configured around your firm’s services, people and processes.

DocketPeak / Your workspace

Demo interface preview · Fictional sample data

The workflow, considered

Control the details clients see.

01 / EXPLORE

Upload the firm logo

Choose a PNG, JPEG, or WebP logo. Its proportions are preserved, so a wide firm mark stays readable.

02 / CONNECT

Set the placement

Align the logo left, center, or right and adjust its width and top spacing. Edit the document text, colors, and footer alignment.

03 / REVIEW

Preview and save

Review the PDF, then save the template. Custom footer text appears on each page, while already issued documents keep their original template snapshot.

A closer look

Two templates. The same attention to detail.

Use different branding or messages for invoices and statements. Add payment guidance, a thank-you, or your own footer message, and review the exact output before creating a client document.

  • Independent invoice and statement logo settings.
  • Adjustable size, position, spacing, and footer alignment.
  • Multiline footer messages with a PDF preview.

Before you explore

Will changing the template update older invoices?

Existing documents keep the template snapshot used when they were created. Saved template changes apply to new documents.

Start with the way you work.

Talk with the DocketPeak team about the right configuration for your practice.

Request a walkthrough ↗