Here are the steps to copy/create a new custom form from an existing one.
- Navigate to Customization>Forms>Transaction Forms.
- Select the existing transaction form you want to copy.
- Click edit next to it.
- Rename the form.
- Click Save As.
- Go back to Customization>Forms>Transaction Forms.
- The new custom transaction form is now added on the list.
- Should you need to use this as the default form, check the "preferred" check box on the on the right most column in the list.