---
title: "Creating a Promotion"
slug: "creating-a-promotion"
updated: 2026-07-27T10:02:50Z
published: 2026-08-10T20:17:56Z
canonical: "help.idibilling.com/creating-a-promotion"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Promotion

To create a Promotion:

From the existing promotions view.

- Right-click in the list and select **New** or **Edit**. This displays the Add/Edit Promotions window.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/35141(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A08%3A11Z&se=2026-11-14T12%3A08%3A11Z&sr=c&sp=r&sig=YqFaqB3astMmCDQLa53D%2FtRrC2GPCl34aKTMR%2FwI0Pk%3D)
- Enter the **Name** of the new promotion.
- Enter the name to appear on the invoice in the **Caption** field.
- Enter a **Description** if desired.
- Choose the **Start Date**.
- Choose the **End Date** if required.
- Select the **Discount Reason**.
- Click the **Availability** tab to view and edit the availability of the promotion in your retail locations. The information on this tab is the same as the Availability tab of a Product. See [New Product - Availability Tab](/v1/docs/new-product-availability-tab).

> [!NOTE]
> Note
> 
> Before the promotion can be used, it must be configured. See [Configuring a Promotion](/v1/docs/configuring-a-promotion).