What is this?
Platform Wallets lists every client wallet on your platform and the adjustments that keep those wallets accurate. Clients on a WhatsApp credit line are charged from their wallet as they send. Each day the platform compares what Meta says it delivered with what was charged. Any difference becomes an adjustment that you approve or reject — nothing is added to or taken from a wallet until you approve it. [SCREENSHOT: platform-wallets-adjustments — The Platform Wallets page on the Adjustments tab, showing the status tiles, the Pending filter, and a table of adjustments with Approve and Reject icons]Viewing Platform Wallets needs the
platform:view permission. Approving or rejecting an adjustment needs platform:manage — without it the Approve and Reject icons are not shown.What can I do here?
- Read the summary tiles: Wallets, Pending adjustments, To debit, and To credit
- Search wallets and Refresh the list
- On the Wallets tab, see each client’s Balance (with a Low balance flag when it is at or below their threshold), Status, Recharged (30 days), Charged (30 days), number of Credit-line numbers, and Pending adjustments
- On the Adjustments tab, filter by Pending, Approved, Rejected, or All
- Approve or Reject a pending adjustment
How to use it
1
Open Platform Wallets
Go to Platform → Wallets in the sidebar. The Adjustments tab opens first, filtered to Pending. The number beside the tab is how many are waiting.
2
Read an adjustment
Each row shows the client and the WhatsApp Business Account, the Day it covers, the pricing Category, and the Messages — how many Meta delivered and how many were charged. Amounts compares what was Expected with what was Charged. The Adjustment tag shows the difference as a Debit (the client was undercharged) or a Credit (the client was overcharged). A difference that is unusually big is marked “Unusually large, check before approving”.
3
Approve or reject
Click the ✓ icon to Approve. The dialog says what will happen — for example “…will be debited from the client’s wallet” or “…will be credited to the client’s wallet” — and approving posts it. Click the ✗ icon to Reject; optionally enter a Reason, and nothing is posted. You’ll see “Adjustment approved and posted to the wallet” or “Adjustment rejected, nothing was posted”.
4
Check the outcome
Switch the filter to Approved or Rejected to see decided adjustments with their status (Posting, Approved, Rejected, or Matched when nothing needed adjusting) and any reason you entered.
Troubleshooting / Technical Notes
- “You do not have permission to view platform wallets.” Ask an administrator for the
platform:viewpermission. - I can’t see the Approve and Reject icons. You need
platform:manage. Only adjustments that are still Pending can be decided. - “Could not update this adjustment.” The decision didn’t go through. Refresh and try again — the adjustment may already have been decided.
- A client’s wallet shows “Low balance”. Their balance is at or below their low-balance threshold. See Wallet Settings for the default threshold.
- An adjustment is very large. Check the client’s recent campaigns and messages before approving — approving posts the full amount.
- “No adjustments here” / “No wallets found.” Nothing matches this filter yet. The comparison runs daily, so new adjustments appear after it runs.