ZUGFeRD 2.3 / Factur-X 1.0.07

June 10, 2026 · View on GitHub

Source: docs/2.3/Documentation/1. FACTUR-X 1.0.07 EN.pdf (Factur-X Specification 1.0.07, dated 2024-09-18; ZUGFeRD 2.3 == Factur-X 1.0.07).

Scope: requirements that apply to the PDF carrier file only.

Headline diff vs 2.3.2:

  • No BR-HYBRID-* rule block. That table was introduced in spec version 1.07.2 (= ZUGFeRD 2.3.2). All carrier requirements in 2.3 are expressed purely as prose in §§2.2, 3, 6.x.
  • Cosmetic: the spec version is rendered as both "1.0.07" and "1.01.07" in the document (mixed notation). They refer to the same release.

Apart from that, the carrier requirements are identical in wording to 2.3.2 / 2.3.3 / 2.4.


1. Carrier format

  • PDF envelope SHALL conform to PDF/A-3 (ISO 19005-3, based on ISO 32000-1:2008 = PDF 1.7). (§3 Principle 1; §6 intro.)
  • A PDF/A-4f file (ISO 19005-4, based on PDF 2.0 = ISO 32000-2:2020) is allowed as an option. (§3 Principle 1 footnote.)
  • PDF/A-3 conformance level (3a / 3b / 3u) is irrelevant; 3a is recommended for accessibility. (§2.2, §6 intro, §6.1.)
  • The source PDF SHALL be PDF/A-3 compliant before the structured invoice data file is embedded. (§2.2, §6 intro.)
  • One PDF carries exactly one invoice; the PDF is the envelope and the original tax invoice. (§3 Principle 1.)
  • No naming convention for the PDF file itself.

PDF/A-3 derived constraints (§6.1)

  • All metadata SHALL be embedded as XMP.
  • All fonts used SHALL be embedded (full or used-glyph subset).
  • No external file references; attachments only via the PDF/A-3 associated-file mechanism.
  • No active content (no JavaScript actions, no Flash).
  • Permitted embedded image formats: CCITT Group 3, CCITT Group 4, JBIG2, JPEG, JPEG2000.
  • No encryption, no DRM, no authorization control.

2. Embedded structured invoice file

2.1 File name

  • factur-x.xml (default).
  • xrechnung.xml when the XRECHNUNG reference profile is used.

2.2 MIME type

  • text/xml (always). (§6.2.)

2.3 File specification dictionary / stream

  • The XML SHALL be embedded via a PDF file specification dictionary.
  • The embedded file stream dictionary SHOULD contain a /Params dictionary with at least a /ModDate entry. (§6.2.)
  • The embedded document SHALL be reachable via the Names tree (/Names → /EmbeddedFiles); one or two /Kids intermediate levels are tolerated.
  • The XML SHALL be registered as an Associated File at document level: /AF array on the document catalogue references the file specification dictionary. (§6.2.1.)

2.4 AFRelationship matrix (§6.2.2)

ProfileFranceGermany
MINIMUMDataData
BASIC WLDataData
BASICAlternative, Source, DataAlternative
EN 16931Alternative, Source, DataAlternative
EXTENDEDAlternative, Source, DataAlternative
XRECHNUNGn/aAlternative

Semantics — same as in later versions: Data (PDF richer than XML), Source (XML generated the PDF), Alternative (equivalent representations).


3. PDF/A XMP extension schema (Factur-X 1.0)

PropertyValue
Extension schema nameFactur-X PDFA Extension Schema
URI (namespace)urn:factur-x:pdfa:CrossIndustryDocument:invoice:1p0#
Schema prefixfx

Notes (§6.3.1):

  • Trailing # is required.
  • 1p0 in the URI is the extension-schema version, not the spec version (1.0.07).
  • The extension schema definition SHALL be embedded in the XMP packet.

XMP fields under the fx: namespace

FieldDescriptionExample
fx:DocumentTypeAlways INVOICE.INVOICE
fx:DocumentFileNameFile name of the embedded invoice XML; SHALL match the /F key of the file specification dictionary. Fixed to factur-x.xml (or xrechnung.xml).factur-x.xml
fx:VersionVersion of the XMP extension schema for invoice data; stays 1.0.1.0
fx:ConformanceLevelProfile of the structured XML: MINIMUM, BASIC WL, BASIC, EN 16931, EXTENDED, XRECHNUNG.EXTENDED

Legacy: ZUGFeRD 2.0 extension schema (§6.3.2)

Still tolerated ("marked as deprecated, … may change in future"):

PropertyValue
Extension schema nameZUGFeRD PDF/A Extension Schema
URIurn:zugferd:pdfa:CrossIndustryDocument:invoice:1p0#
Schema prefixzf
zf:DocumentTypeINVOICE
zf:DocumentFileNameFixed zugferd-invoice.xml
zf:Version2p0
zf:ConformanceLevelOne of MINIMUM, BASIC WL, BASIC, EN 16931, EXTENDED

4. Additional attachments (§6.4)

  • Allowed formats: PDF, TXT, GIF, TIFF, JPG, CSV, XML, JSON, XLSX, ODS.
  • Standard PDF/A-3 embedding rules apply.
  • Factur-X does not require additional XMP metadata for non-invoice attachments.
  • Reserved names for alternative representations:
    • EDIFACT → factur-xedifact.edi (TXT file)
    • UBL → factur-xubl.xml

5. Visual representation and securing

  • §3 Principle 2 — PDF carries all info; XML may be a subset except in DE where mandatory invoice fields must also appear in the XML.
  • §3 Principle 4 — issuer ensures consistency between visual and XML representations.
  • §5.2 single-page / multi-page good-practice layouts — recommendations.
  • §6.5 profile logos may be added (MINIMUM, BASIC WL, BASIC, EN 16931, EXTENDED). Optional.
  • §4 security: qualified electronic signature/seal or documented reliable audit trail.

6. Versioning and validation artefacts (§6.6)

  • fx:Version stays 1.0 even though the spec version is 1.0.07.
  • Spec version reflected in XML BT-24 (e.g. BASIC: urn:cen.eu:en16931:2017#compliant#urn:factur-x.eu:1p0:basic) and in versioned validation artefacts (XSD, Schematron).
  • Bug-fix releases use a third numbering level (1.01.07.01).
  • Upward compatibility: invoices issued under earlier 1.zz versions remain valid in this release.