1. CaseFox supports placing a default message on invoices. For adding a default message for all invoices for a selected client, click on "Clients" tab, select the client, then click on "Client Details/Edit" on the right side tabbed pane. In "Text To Be Printed On Invoices Of This Client" enter the text to be printed on client's invoices.
Alternatively, you may also add a default text on all invoices for a selected case. Select the case and then click on "Edit Case". In description field, enter the default message within these tags:
[Invoice]your default message[/Invoice]
Alternatively, during invoice creation, you can add a message by clicking on "Message For Client" link.
2. For printing a tag line (or your tax id) under your address block on invoices, go to "Settings/Tools/Reports". Then click on "Edit Firm's Info". Enter the text in "This Text Will Be Printed As It Is Under Your Address Block on PDF Invoices" box.