# 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.

![](/files/-Mb0tQVYuPAmIHa8v_kZ)

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

![](/files/-Mb0tW-LPSgmoITo3K-t)

* 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’.**

![](/files/-Mb0td7_8P2MWUM4qreX)

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

![](/files/-Mb0ti_kxDklMP9FD4jA)

* Click on **Save & Close.**

![](/files/-Mb0tp9sTbtJiqg8L2i7)

* Click on **Activate** Button.

![](/files/-Mb0tuK3y78IOyplGOcx)

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


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.inogic.com/subscription-and-recurring-billing-management/configuration/reminder-schedules/generate-reminders.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.