# Generate Reminders

You can send reminder emails for the Invoices/Orders due. The reminder emails get sent referring the Reminder Rules associated to the Reminder Schedule which is associated to the Invoice/Order which is carried over from the associated Subscription Schedule.

You can either automate the process by creating workflow trigger record which we shall see in the [workflow trigger](https://docs.inogic.com/subscription-and-recurring-billing-management/features/workflow-triggers) section or go by the ad-hoc way of sending the reminder i.e., by manually running the on demand workflow on the Invoice or Order.

The workflow on Invoice is named '**SM - Generate Reminders for Invoices'**. 

The workflow on Order is named '**SM - Generate Reminders for Orders'**.

To run the workflow kindly follow the below steps:

* Navigate to **Subscription and Recurring Billing Management App --> Invoices/Orders --> Open the record of an Invoice/Order.** 
* Go to Ribbon bar --> Click on **Flow.** 
* Click on **‘SM - Generate Reminders for Invoices’** workflow if you are on Invoice record, Or Click on **‘SM - Generate Reminders for Orders’** workflow if you are on Order record.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-Mb0qLim38_u45AILhEJ%2F-Mb0tQVYuPAmIHa8v_kZ%2FReminder_5.png?alt=media\&token=3db8c2e5-c15b-43c6-9df9-d1069ea51aaa)

* A dialog box will appear --> Click on **OK.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-Mb0qLim38_u45AILhEJ%2F-Mb0tW-LPSgmoITo3K-t%2FReminder_6.png?alt=media\&token=aa4b3ff9-c395-4676-a90d-0f46182a2111)

* The workflow is now triggered and an email shall be generated shortly which can be seen in the timeline under the Details tab on the respective form.

{% hint style="info" %}
**Note: These workflows stay in draft state which the user needs to activate after importing the solution.**
{% endhint %}

### How to activate the workflow:

* Click on the **Gear** icon.
* Open **Advanced Settings.**
* Navigate to **Settings --> Process.**
* In the Search box type **‘*****reminder*****’.**
* Select and open the workflow – **‘SM - Generate Reminders for Invoices’.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-Mb0qLim38_u45AILhEJ%2F-Mb0td7_8P2MWUM4qreX%2FReminder_7.png?alt=media\&token=de49f3b6-8d92-4140-b363-8665d9d1c579)

* Click on the **‘Set properties’** of the Document template.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-Mb0qLim38_u45AILhEJ%2F-Mb0ti_kxDklMP9FD4jA%2FReminder_8.png?alt=media\&token=9a234a27-ff21-4ad9-99d9-df6b77c8b798)

* Click on **Save & Close.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-Mb0qLim38_u45AILhEJ%2F-Mb0tp9sTbtJiqg8L2i7%2FReminder_9.png?alt=media\&token=81ec17b0-1cff-4c74-a635-478dc03b689d)

* Click on **Activate** Button.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-Mb0qLim38_u45AILhEJ%2F-Mb0tuK3y78IOyplGOcx%2FReminder_10.png?alt=media\&token=0f026113-493b-49a6-bcf8-fd68bae40ac5)

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}