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.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article