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Payment link p8 and revel home

Hello,

I'd like to suggest an enhancement that could greatly facilitate administrative follow-up for Revel Home users.

Would it be possible to integrate a function allowing automatic updating of payments (deposits or settlements) in Revel Home, as soon as they are entered in the invoicing tool or in the sales management module used by the company?

The aim would be to ensure that, when a deposit or payment is recorded, the information goes straight back into Revel Home, so that the financial status of the file is immediately up to date, without the need for double entry or manual verification.

This automatic synchronization offers several advantages:

  • Saves time and eliminates double entries

  • Reduced risk of tracking errors

  • Instant, reliable overview of payment status for each file

  • Improved overall fluidity between sales, administration and installation teams.

I think this feature would be a real plus for user companies, including ours.

Thank you in advance for your feedback,

And don't hesitate to contact me if you'd like to discuss this further.

Best regards,

Status: Completée3 comments

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Comments3

  • Erwan Richard changed status to Completée
    Team•

    Nov 18, 2025

    Pinned

    Bonjour @Joseph Lucchini ,

    Cela est déjà possible ! Il suffit d’installer un connecteur complémentaire qu’on appel l’agent K. C’est Elcia qui fait cette installation, j’ai transmis l’information mais vous pouvez doubler avec une demande sur leur support.

    Bonne journée

    • Joseph Lucchini

      •

      Nov 18, 2025

      parfait ! je vais doubler la demande support ! cet agent K offre d’autre possibilité ?

      • Erwan Richard

        Team•

        Nov 18, 2025

        oui il permet de créer automatiquement un projet dans Revel’home dès la saisie d’une fiche client. Plus besoin d’attendre d’avoir un devis.