Article Contents
- Introduction
- What Appears in the “Attention To” Dropdown
- Adding Someone Who Is Not In The List
- Defaults vs One-Off Changes
- Setting or Changing Defaults on a job
- Departments and How Hiro Chooses “Attention To” on New Invoices
- “Attention To” Does Not Control Invoice Delivery
Introduction
The “Attention To” field controls who the invoice is addressed to on the PDF.
It does not control where the invoice is sent. Invoice delivery is handled separately via the billing entity’s email settings (refer Send Invoices to Clients).
In Hiro, “Attention To” is a dropdown list populated from your Address Book. If someone is missing, they need to be added and linked correctly (you cannot type a new name directly into the invoice field).
What Appears in the “Attention To” Dropdown
It Is Always a Dropdown (Not Free Text)
On both the New Invoice and Edit Invoice screens, “Attention To” is selected from a dropdown. This means the list is built from existing Address Book records. If someone is missing, you cannot type their name into the invoice. You need to add or link them in the Address Book first.
Only Individuals Appear (Not Companies)
In Hiro’s Address Book, each contact is created as either a Company or an Individual. This choice is made when the contact is created and determines how the contact behaves elsewhere in Hiro.
Company contacts represent organisations.
Individual contacts represent people.
Individual contacts can optionally be linked to a company using “Link this person to a company”.
The invoice “Attention To” dropdown is always made up of individual contacts. Individuals are grouped under company headings based on their company links.
How the Dropdown Is Grouped
The dropdown groups people under company headings, for example:
Franklyn Trust
C/O: Franklyn Development Corporation
This grouping reflects the way individuals are linked in the Address Book.
Contact Family Behaviour (the “Care Of” Relationship)
Hiro supports company hierarchies using the “Care of” relationship. This is commonly used for situations like trusts, subsidiaries, or related entities.
When the billing entity is a child company, the “Attention To” dropdown can include:
Individuals linked directly to the child company (for example, a person who works at the trust or subsidiary), and
IIndividuals linked to the parent company (for example, a person who works at the main company the child entity is “care of”)
This enables you to invoice a trust or subsidiary while still addressing the invoice to someone at the parent organisation.
Important clarification: the “Care of” relationship does not make a company selectable as an “Attention To” option. It only affects which individuals are available in the dropdown.
Adding Someone Who Is Not In The List
If a person is not appearing in the “Attention To” dropdown, it is because one of these is true:
They do not exist yet as an Individual contact, or
They exist, but are not linked to the relevant company (or the relevant contact family)
To add them:
Go to Address Book → New contact
Choose Contact type = Individual
Enter their details
Set “Link this person to a company” to the correct company (billing entity or the appropriate company in its contact family)
Save
Once saved, they will appear in the “Attention To” dropdown for invoices where that contact family is relevant.
Defaults vs One-Off Changes
One-Off Changes on an Existing Invoice
You can change “Attention To” directly on an invoice, but Hiro confirms it is saved only for that invoice.
This does not change the job’s default. The next invoice created from the job will still use the job-level defaults.
Where the Default Comes From
The default “Attention To” for a new invoice is taken from the job the invoice relates to. It is not derived from previous invoices.
There are two main places that job-level defaults are set or changed:
During job creation (Convert Enquiry or New Job without enquiry)
On an existing job via Projects → Update Billing Entity
Setting or Changing Defaults on a job
When Creating a Job
During job creation (either Convert Enquiry or New Job), you set:
The Billing Entity
The job’s Invoices attention to selection
That “Invoices attention to” dropdown uses the same contact family logic as invoices (including parent contacts via “Care of”).
Updating an Existing Job
To change the billing entity or the default attention contact(s) on an existing job, go to:
Projects → Update Billing Entity
On this page you can:
Change the billing entity
Set the job’s default Invoices attention to contact(s)
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Record a Change Trail for internal auditing, including:
Who requested the change
Why it was requested
The “Who requested this change” dropdown includes the billing entity’s contact family, plus an internal option: “The Department Captain for this job”. This option is there for cases where the change was requested internally (for example, a project lead or manager asking admin to update billing details), so you can record a clear audit trail even when the request didn’t come from a client contact in the Address Book.
Departments and How Hiro Chooses “Attention To” on New Invoices
Every Hiro tenant has at least one department. Some businesses operate with a single department, while others use multiple departments to separate different service lines.
This section mainly applies to tenants with more than one department on a job. If your tenant only has one department, the behaviour is simpler:
On a new invoice you will see the standard “Attention To” dropdown.
The dropdown will be pre-filled with the job’s default “Invoices Attention To” person.
Because there is only one department, there is only one default to choose from, so Hiro does not need to auto-determine anything based on invoice lines.
For multi-department jobs, each department can have its own default Invoices Attention To person. Hiro uses the department of the work you are invoicing to choose the most appropriate “Attention To” person on a new invoice.
If the Invoice Includes Work From One Department
If all the invoice lines you have selected belong to a single department, Hiro can auto-select the “Attention To” person.
For example, if every selected line on the invoice is from the same department, Hiro will automatically use the default attention contact configured for that department on the job. You can still change it if needed, but you won’t be blocked from saving.
If the Invoice Includes Work From Multiple Departments With Different Defaults
If you select invoice lines from more than one department, and those departments have different default attention contacts, Hiro cannot safely guess which person the invoice should be addressed to.
In that case:
Saving the invoice is blocked
You are prompted to choose “Specify attention to instead of auto-applying from department”
You then explicitly select the attention person for that invoice
This is a deliberate safeguard to prevent invoices being addressed incorrectly.
“Attention To” Does Not Control Invoice Delivery
Even though “Attention To” affects how the invoice is addressed on the PDF, it does not control where the invoice is emailed.
Invoice sending is controlled by the billing entity’s configured email recipients and invoice sending rules, as described in the Send Invoices to Clients Help Centre article.