How do I add conversation notes to invoices after a phone call?

There are 2 ways to register conversation notes:

Option 1: Worksheet

1. Go the Worksheet
2. Navigate to Telephone lists and select the Telephone List Item
   
   
   
   
3. Toggle ( ) the relevant debtor. Scroll down to the Conversation section to access the conversation notes. In case there was no actual contact, you can also reschedule your phone call here.
   
   

Option 2: Client overview

1. Go to Clients in the top bar
2. Navigate to the relevant debtor/client and click to open the debtor overview
3. In the left menu, click on Notes. Here you can add a note and link it to a document. Don't forget to click on Save!