Facturx

Build, read, validate, and compose Factur-X / ZUGFeRD invoices in Ruby.

Use typed Ruby objects to generate XSD-valid XML, embed it into an existing PDF, or inspect invoices received from third parties.

Features

Main workflows

	What you need	API
✅	Generate a Factur-X invoice from typed data	`Facturx::Document.build` + `Facturx.generate`
✅	Read an XML or PDF invoice	`Facturx.read`
✅	Embed existing Factur-X XML into a PDF	`Facturx.attach`

Focused tools

	Capability	API
✅	Generate Factur-X XML	`Facturx.build_xml`
✅	Validate typed documents	`Facturx.validate_document`
✅	Validate XML against official XSDs	`Facturx.validate_xml`
🔌	Add official Schematron business-rule validation	`facturx-schematron`
✅	Extract the original embedded XML	`Facturx.extract_xml`

Boundaries

	Capability	Responsibility
➖	Invoice calculations	Application
➖	Visual PDF generation	Application
➖	PDP transport and e-invoicing	Application

✅ Included · 🔌 Optional companion · ➖ Intentionally handled outside the gem

Supported profiles

Facturx supports Factur-X 1.09.2 / ZUGFeRD 2.5.2.

Profile	Read	Build	XSD	Schematron**
MINIMUM	✅	✅	✅	✅
BASIC WL	✅	✅	✅	✅
BASIC	✅	✅	✅	✅
EN 16931	✅	✅	✅	✅
EXTENDED	✅*	✅*	✅	✅

* EXTENDED-only fields that are not represented by the typed model remain available in the original XML and are reported through diagnostics.

** Available through the optional facturx-schematron gem.

Requirements

Ruby 3.2 or newer
Ghostscript 9.54 or newer, zugferd.ps, and an RGB ICC profile for PDF composition only
SaxonC-HE 12.10 or newer only when facturx-schematron is enabled

Core XML building, reading, extraction, and XSD validation require no external executable.

Quick start

Turn an existing invoice PDF and typed business data into a PDF/A-3b Factur-X invoice with XSD-validated XML:

require 'facturx'

document = Facturx::Document.build(
  invoice_number: 'INV-2026-0042',
  type_code: '380',
  issue_date: Date.new(2026, 9, 13),
  currency: 'EUR'
) do |invoice|
  invoice.seller do |seller|
    seller.name = 'Seller SAS'
    seller.address(country_code: 'FR')
  end

  invoice.buyer(name: 'Buyer SAS')

  invoice.totals(
    tax_basis_total: BigDecimal('100.00'),
    tax_total: BigDecimal('20.00'),
    grand_total: BigDecimal('120.00'),
    due_payable: BigDecimal('120.00')
  )
end

source_pdf = File.binread('invoice.pdf')
facturx_pdf = Facturx.generate(pdf: source_pdf, document:, profile: :minimum)

File.binwrite('invoice-facturx.pdf', facturx_pdf)

generate validates the document and generated XML, embeds factur-x.xml, and verifies the resulting PDF metadata and attachment.

Documentation

See DOCUMENTATION.md to:

build richer typed invoices;
validate or attach existing XML;
read invoices and handle diagnostics;
understand profiles, validation boundaries, and typed errors;
enable official Schematron business-rule validation;
configure Ghostscript for PDF/A-3b composition.

License

The gem code is available under the MIT License. Bundled standard artefacts retain their respective upstream notices; see NOTICE.md.

facturx-schematron

Runtime