Sembroni Pay — New Client Payment

1

Deal Information

Search Contacts

Entity

Sembroni

A Family Office

SD Tax

Tax Advisory

First Name

Last Name

Business Name (optional)

Email

Phone

Total Deal Amount

2

Payment Schedule

Schedule Type

One-time

Single payment

Monthly × 3

3 monthly payments

Monthly × 4

4 monthly payments

Monthly × 12

12 monthly payments

Quarterly × 4

Every 3 months

Custom

Set manually

First Payment Date

Number of Payments

3

Payment Details

Payment Method

💳

Credit Card

💳

Debit Card

🏦

ACH / Bank

4

Review & Submit

Client

Payment Schedule

Payment Method

Submitting will create a customer record and all scheduled payments in IntelliPay. This cannot be undone from this form.